Account Setup Guide

Get started with InvoiceDoodle in just a few steps

Authentication Methods

🔐

Web3 Wallet

Connect using MetaMask, WalletConnect, or other Web3 wallets for seamless blockchain integration.

Benefits:

  • Direct blockchain interaction
  • No password management required
  • Enhanced security through wallet verification
  • Quick access to crypto payments

Recommended for: Crypto-native businesses and Web3 enthusiasts

📧

Email & Password

Traditional email-based authentication with strong password requirements.

Benefits:

  • Familiar login process
  • Password recovery options
  • Multiple email aliases support
  • Enhanced security with 2FA

Recommended for: Traditional businesses and those new to Web3

🔑

Social Login

Quick setup using Google, Apple, or Microsoft accounts.

Benefits:

  • One-click signup
  • No additional passwords
  • Automatic profile import
  • Simple account management

Recommended for: Individual users and small businesses

Setup Process

1. Choose Authentication Method

Select your preferred way to access InvoiceDoodle

  • Review available authentication methods above
  • Click 'Sign Up' in the top navigation
  • Select your preferred authentication method
  • Follow the method-specific setup instructions

2. Complete Business Profile

Set up your business information and preferences

  • Enter your business name and contact information
  • Add your business address and tax identification numbers
  • Upload your company logo and customize branding
  • Set your default currency and payment preferences

Note: Your business profile information will appear on invoices and financial documents

3. Configure Security Settings

Set up additional security measures

  • Enable two-factor authentication (2FA)
  • Set up backup authentication methods
  • Configure session timeout preferences
  • Review and set up email notifications

4. Complete Verification

Verify your account for full platform access

  • Submit required business documentation
  • Complete KYC verification if accepting traditional payments
  • Set up your payment processing accounts
  • Review and accept terms of service

Security Recommendations

Two-Factor Authentication

Required

Enable 2FA using an authenticator app or hardware key

Recovery Email

Recommended

Add a secondary email for account recovery

IP Whitelist

Optional

Restrict account access to trusted IP addresses

Next Steps

Once your account is set up, you can start creating invoices and accepting payments.