Getting Started Guide
Follow our step-by-step guide to start using InvoiceDoodle's powerful features.
Platform Overview
Get familiar with InvoiceDoodle's Web3-powered invoicing platform
- 1Access your personalized dashboard to view real-time payment status, pending invoices, and cryptocurrency exchange rates
- 2Explore key features including smart contract automation, multi-currency support, and integrated Web3 wallet management
- 3Configure your workspace settings including default currency preferences, invoice templates, and blockchain network selection
- 4Understand Web3 capabilities like smart contract invoicing, automated crypto-to-fiat conversion, and decentralized payment verification
Account Setup
Set up your secure account with multiple sign-in options and Web3 integration
- 1Choose your preferred sign-in method: Email, Google, Facebook, Apple, phone number, or passkey authentication for enhanced security
- 2Connect your Web3 wallet using thirdweb authentication for seamless blockchain integration
- 3Select your plan (Professional, Business, or Enterprise) and start with a 14-day free trial
- 4Set up additional security with two-factor authentication using authenticator apps, hardware keys, or biometric verification
- 5Configure notification preferences across email, SMS, and webhooks for payment confirmations and blockchain transactions
- 6Complete your business profile with company details, branding assets, and default payment preferences
- 7Connect your preferred tools and integrations (accounting software, CRM, project management tools)
Creating Your First Invoice
Comprehensive guide to creating and managing professional invoices
- 1Select from our professionally designed templates with support for both traditional and crypto payment information - customize branding, colors, and layout
- 2Add client details with smart address book features, including cryptocurrency wallet addresses and preferred payment methods
- 3Configure flexible payment terms including multi-currency support, automatic late fees, and smart contract conditions for automated releases
- 4Send invoices through multiple channels (email, direct link, API) and track real-time status with blockchain confirmation notifications
Payment Configuration
Set up comprehensive payment options combining traditional and crypto methods
- 1Configure cryptocurrency payments with support for ETH, BTC, USDC, and other major tokens - set up automatic conversion rates and settlement preferences
- 2Enable traditional payment methods including credit cards (via Stripe integration) and bank transfers with automated reconciliation
- 3Establish default payment terms with support for multiple currencies, automated reminders, and smart contract-enforced conditions
- 4Set up automatic currency conversion rules with custom spread settings and real-time rate monitoring for both crypto and fiat currencies
Integration Configuration
Connect your existing tools and automate workflows
- 1Set up accounting software integration with popular platforms like QuickBooks, Xero, FreshBooks, and Sage for automated synchronization
- 2Configure CRM integrations with Salesforce, HubSpot, and other major platforms to streamline client management
- 3Enable project management tool connections with Asana, Jira, and others for automated invoice generation based on project milestones
- 4Set up custom API integrations using our comprehensive REST API with webhook support for real-time updates
Automation Configuration
Streamline your workflow with powerful automation features
- 1Set up recurring invoice templates with flexible scheduling options and smart contract-powered automatic execution
- 2Configure automated payment reminders with customizable schedules, escalation rules, and multi-channel delivery
- 3Enable automatic late fee calculation and application based on custom rules and smart contract enforcement
- 4Set up automated reporting and analytics dashboards with custom KPIs and blockchain transaction monitoring