Account and Subscription

Account and Subscription

How to change the date format of my invoicing account?

1. Go to the Settings page and then to System Preferences 2. Change the date format 3. Click the green Save button

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By Aleks Kowalczyk

updated 10 months ago

How can I add my VAT/GST/Sales Tax number on the invoices?

1. Go to the Invoices page 2. Click on the green New Invoice button 3. Then click on Tax 1 and then on New Tax 4. Add your tax information, including the tax name, percentage...

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By Aleks Kowalczyk

updated 10 months ago

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 Aleks Kowalczyk

updated 10 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 can check what plan you are currently subscribed to Tip: You can also upgrade your account here

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By Aleks Kowalczyk

updated about 3 hours 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 4. Click on the green Save button

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By Aleks Kowalczyk

updated 10 months ago

How to 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 Aleks Kowalczyk

updated about 3 hours ago

How can I change my account information?

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

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By Aleks Kowalczyk

updated 10 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 green Save button

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By Aleks Kowalczyk

updated 10 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 10 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 and Modern Small 3. Click on the green Save button

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By Aleks Kowalczyk

updated 10 months ago

How can I integrate my InvoiceBerry account with Stripe?

1. Go to the Settings page 2. Choose the Accept Payments tab 3. Click on   Connect with Stripe 4. Register your Stripe account, or choose Sign in if you already have one....

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By Aleks Kowalczyk

updated about 3 hours 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...

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By Aleks Kowalczyk

updated about 3 hours ago

How to change the payment details of your InvoiceBerry subscription?

1. Log into your InvoiceBerry account 2. Go to the Settings page 3. Go to  the Your Plan page 4. Click on the Change card details link 5. Change your payment details

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By Aleks Kowalczyk

updated about 3 hours 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 yellow pencil next to the user you want to change 4. Edit the email and/or password If you don’t want to change...

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By Aleks Kowalczyk

updated 10 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...

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By Aleks Kowalczyk

updated about 3 hours 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 about 3 hours 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 Aleks Kowalczyk

updated 10 months ago