Welcome and thank you for signing up to Innovo Invoice! 

In this article, we will dive into Innovo Invoice and get the required setup done in a few easy steps.

Once you complete the sign-up process, you will receive am e-mail providing you a link to activate your account.

Simply click on the Activate Your Account link found in the e-mail.

Clicking on the link will open up the account activation page. Here you'll have to reset your password to activate your account. 

Once you have inputted the relevant fields, click on the Activate Account button.

This will bring you to the dashboard in the Innovo Invoice application.

To gain a better understanding of the functionalities available in the Innovo Invoice application, you may also refer to the Innovo Invoice Application Overview article.

To get your subscription of Innovo Invoice up and running, there are a few configuration steps that need to be carried out. 

The steps are as follows:

1. Choose the back-end system (accounting system or ERP) you would like to integrate Innovo Invoice with and carry out the integration.
2. Configure Accounts, Tax Codes and Vendors for use within Innovo Invoice.
3. Set up default settings that will help you process invoices seamlessly. 

Integrating Innovo Invoice with an accounting or ERP system. 

Innovo Invoice can be integrated with most Accounting and ERP systems or it can even be used on a standalone basis. 

The following articles will help you with your choice of integration:

  1. Integrating Innovo Invoice to Xero
  2. Integrating Innovo Invoice to MYOB
  3. Integrating Innovo Invoice to an Accounting or ERP system

Configuring accounts, tax codes, vendors, and setting up defaults.

Accounts, Tax Codes and Vendors have to be selected/created for usage within Innovo Invoices. Accounts and tax codes can be defaulted to expedite processing the invoices.

The following articles will help walk you through the setup and defaulting of accounts, tax codes and vendors.

  1. Configuring Xero Integration for Innovo Invoice
  2. Configuring MYOB Integration for Innovo Invoice
  3. Configuring Accounting or ERP system Integration for Innovo Invoice
  4. Exports for standalone usage of Innovo Invoice 

If you'd like to know more, or have any further queries, please feel free to chat with us in the Messenger or contact us at [email protected]. 👋🏻

Did this answer your question?