Account and Subscription

Account and Subscription

How can I customize my account?

You can customize your account by changing the main settings (account & company information), customizing the e-mail your clients receive when you send them an invoice, quote or invoice reminder,...

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By Simona Martinov

updated 2 months ago

How can I find out what plan I am using?

1. Go to the Settings page.  2. Then go to the Your Plan tab.  3. On the page, you'll be able to check what plan you are currently subscribed to Tip: You can also upgrade your account on this...

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By Simona Martinov

updated 2 months ago

How can I change/alter my company name?

1. Go to the Settings page.  2. Then go to the Company Information section.  3. Change your company name in the company name field and don't forget to click on the blue Save button! 

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By Simona Martinov

updated 2 months ago

How can I upgrade my account?

1. Go to the Settings page.  2. Then go to the Your Plan tab.  3. Choose Solo or Pro account and choose how you want to be charged: monthly or annually. 

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By Simona Martinov

updated 2 months ago

How can I change my account information?

1. Go to the Settings page.  2. Go to the C ompany Information tab.  3. Change the information you need to and click on the blue Save button.  4. Go to the System Preferences tab.  5....

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By Simona Martinov

updated 2 months ago

How to change the e-mail address of my InvoiceBerry account?

1. Click on "Personal Settings" which you can find in the top right corner of your screen.  2. Change your e-mail address in the popup window.  3.   Click on the blue  Save button. 

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By Simona Martinov

updated 2 months ago

How to change my company login page?

1. Go to the Settings page.  2. Go to the System preferences tab.  3. Change the name in the Login page field.  4. Click on the green Save button. 

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By Aleks Kowalczyk

updated 2 months ago

How to change the InvoiceBerry design?

1. Go to the Settings page and then go to System Preferences.  2. Go to the InvoiceBerry  Version  section and choose between Modern (large design) and Modern (small design).  3. Click on the...

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By Simona Martinov

updated 2 months ago

How can I integrate my InvoiceBerry account with Stripe?

1. Go to the Settings page and choose the Accept Payments tab.  2. Click on   the blue Connect button with Stripe .  3. Register your Stripe account, or choose Sign In if you have an...

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By Simona Martinov

updated 2 months ago

How can I integrate my InvoiceBerry account with PayPal?

1. Go to the Settings page.  2. Choose the Accept Payments tab.  3. Add your email connected with your PayPal account 4. Click on Activate Congratulations! Your InvoiceBerry account is now...

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By Simona Martinov

updated 2 months ago

How to change the payment details of your InvoiceBerry subscription?

1. Go to the Settings page.  2. Go to the Your Plan page.  4. Click on the Change card details link.  5. Change your payment details. 

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By Simona Martinov

updated 2 months ago

How can I change my InvoiceBerry email and/or password?

1. Go to the Settings page.  2. Click on the Users page.  3. Click on the pencil next to the user you want to change.  4. Edit the email and/or password.  If you don’t want to change the...

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By Simona Martinov

updated 2 months ago

How do I integrate my InvoiceBerry account with Square?

1. Go to the Settings page.  2. Choose the Accept Payments tab.  3. Find Square and click on the Connect button.  4. Fill out your login details or sign up to Square.  Congratulations!...

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By Simona Martinov

updated 2 months ago

How do I integrate my InvoiceBerry account with PaymentBerry by WePay?

1. Go to the Settings page 2. Choose the Accept Payments tab 3. Find WePay and click on the Set up button 4. Choose your industry and check your company name 5. Click on the...

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By Aleks Kowalczyk

updated 9 months ago

How can I connect InvoiceBerry to hundreds of other apps with Zapier?

Zapier lets you connect InvoiceBerry to over 750 other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows...

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By Simona Martinov

updated 2 months ago

How can I download my InvoiceBerry subscription invoice?

1. Go to the Settings page. 2. Click on the Your Plan icon.  3. You'll see your InvoiceBerry subscription invoices at the bottom of the page under the plan options. 4. Click on Download to...

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By Simona Martinov

updated 2 months ago

How can I accept cryptocurrencies with CoinPayments.net?

InvoiceBerry is one of the world's first invoicing platforms that helps small businesses to accept cryptocurrency payments from their clients. We currently work with CoinPayments.net as well as...

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By Uwe

updated 2 months ago

How can I accept cryptocurrencies with Coinbase?

InvoiceBerry is one of the world's first invoicing platforms that helps small businesses to accept cryptocurrency payments from their clients. We currently work with CoinPayments.net as well as...

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By Uwe

updated 2 months ago