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, uploading a company logo,  choosing an invoice temp...

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By Simona Martinov

August 31, 2022

How can I find out what plan I am using?

1. Go to the Settings page and then Your   Plan .  2. If you're on a Trial,  your plan  details  will show on the left  side of the page. Tip: Here you can also  upgrade your plan .  3. If you are using Solo or Pro, your account details wil...

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By Simona Martinov

February 7, 2022

How can I change/alter my company name?

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

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By Simona Martinov

February 5, 2022

How can I upgrade my account?

1. Go to the Settings page and then Your  Plan .  2. Choose Solo  or Pro  account and choose how you want to be charged: M onthly  or Annually .  Note: Read our note regarding VAT charges on the bottom of that page.  If you choose to pay an...

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By Simona Martinov

August 31, 2022

How can I change my account information?

1. Go to the Settings page and then Main  Settings .  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. Make the necessary change...

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By Simona Martinov

February 5, 2022

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-m ail address in the popup window.  3.   Click on the blue  Save button. 

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By Simona Martinov

February 4, 2022

How to change the InvoiceBerry design?

1. Go to the Settings page, Main  Settings  and then go to System Preferences.  2. Go to the InvoiceBerry View  section and choose between Normal (large design) and Compact (small design).  3. Click on the blue Save button. 

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By Simona Martinov

February 5, 2022

How can I integrate my InvoiceBerry account with Stripe?

1. Go to the Settings page and then Main  Settings .  2. Choose the Accept Payments tab.  3. Click on Stripe and then on the blue Connect button .  4. Register  your Stripe account, or choose Sign  In  if you have an existing account....

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By Simona Martinov

February 7, 2022

How can I integrate my InvoiceBerry account with PayPal?

1. Go to the Settings page and then Main  Settings .  2. Choose the Accept Payments tab.  3. Click on PayPal and add your email address connected with your PayPal account 4. Click on C onnect .  Congratulations! Your InvoiceBerry acco...

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By Simona Martinov

February 5, 2022

How to change the payment details of your InvoiceBerry subscription?

1. Go to the Settings page and then Your  Plan  page.  2. Click on the Change Card  Details  link.  3. Change your payment  details.  Note: Here you can also, check  when the next billing date is, upgrade  or cancel  your  subscription . 

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By Simona Martinov

February 7, 2022

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

1. Go to the Settings page and then Main  Settings .   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 password, just leave this f...

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By Simona Martinov

February 5, 2022

How do I integrate my InvoiceBerry account with Square?

1. Go to the Settings page and then Main  Settings .  2. Choose the Accept Payments tab.  3. Click on Square  and then on the blue Connect  button .  4. Register  your Square account, or choose Sign In if you have an existing account. ...

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By Simona Martinov

February 7, 2022

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

1. Go to the Settings page and then Main  Settings .  2. Choose the Accept Payments tab.  3. Find WePay and click on the Set up button.  The fees differ from country to country.  4. Choose your I ndustry  and check your Company  Name...

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By Simona Martinov

February 7, 2022

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 between apps that otherwise wouldn't be possible. **(...

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By Simona Martinov

February 5, 2022

How can I download my InvoiceBerry subscription invoice?

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

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By Simona Martinov

February 7, 2022

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 Coinbase Commerce. In order to get started with CoinP...

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By Uwe

August 31, 2022

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 Coinbase Commerce. Please note that Coinbase requires...

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By Uwe

August 31, 2022

How to enable the SMS/text message feature in your account?

1. Go to the Settings page, then click on Your Plan .  2. Next, upgrade to our Ultra plan. 3. Enter your card details here and click on "Upgrade Now".  Congratulations!  Now you can start sending invoices to your clients via SMS/text messages...

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By Sunbla Khan

November 16, 2022