Web Dashboard: Create an InvoiceASAP Account

1.  From your computer, go to  InvoiceASAP's Web Site

 

Enter your email address, create a password, and click Create Free Account. 

 

2.  Fill out the form and click Next.

 

3.  Click Login.

 

4.  Next, you'll need to follow the three steps to set up your account.

Select your currency, date format, and click Next. 

 

5.  Do you charge sales tax? If so, click Yes.

 

 

6.  Create a tax name, rate and click Next.

 

7.  Select the documents you would like to use and click Next.

 

8.  The Web Dashboard displays with an explainer pop-up from Amy from our support team.

Click Start to get the highlights of our Web Dashboard.

 

9.  Use Settings on the left navigation to upload your logo, add/manage users, add terms & conditions for your invoices, manage your document settings and more.

 

10.  Turn on credit card and ACH payments on your invoices.

 

11.  Need to sync with QuickBooks Desktop or QuickBooks Online?  

We've got you covered!

 

12.  Create a new invoice by clicking on the New Invoice link at the top of the page.

 

13.  Have a question?  Click on the Support link in the upper right corner, or hop on chat.