Welcome to Invoice Genie! This tutorial walks you through creating your account from start to finish — including the two-factor email verification step required to complete registration.
📋 Before You Begin
To register, you will need:
- A valid email address — you will receive a verification code here
- Your business name — this becomes your organization in Invoice Genie
- A strong password — follow the on-screen requirements with uppercase, lowercase, and a number
Step 1 — Enter Your Personal Information
When you first open Invoice Genie, you will see the login screen. Tap “Create Account” (or “Sign Up” on web) to begin registration.
Fill in the following fields:
| Field | Description | Required |
|---|---|---|
| First Name | Your first name as you would like it to appear | ✅ Yes |
| Last Name | Your last name / surname | ✅ Yes |
| Business Name | The name of your company or organization | ✅ Yes |
| Email Address | Must be a valid, accessible email — used for verification | ✅ Yes |
Tap “Continue” to proceed to the next step.
Step 2 — Choose Your Credentials
Now set up your login credentials:
| Field | Requirements |
|---|---|
| Username | Must be unique across all users |
| Password | Must meet the on-screen strength requirements |
| Confirm Password | Must match the password above exactly |
As you type your password, a real-time checklist on screen will show you which requirements are met. All must be satisfied before you can continue.
Once all requirements are met, tap “Create Account”.
Step 3 — Email Verification (Two-Factor Authentication)
After submitting your registration, Invoice Genie sends a 6-digit verification code to your email address. This two-factor authentication step confirms that you own the email and secures your account.
What to Expect
- You will see a verification screen with 6 individual digit boxes
- Check your email inbox (and spam/junk folder) for an email from Invoice Genie
- The email contains a 6-digit numeric code
- Enter each digit in the corresponding box
- The code auto-submits once all 6 digits are entered
Did Not Receive the Code?
If you do not see the verification email within a minute or two:
- Check your spam or junk folder — the email may have been filtered
- Tap “Resend Code” on the verification screen — this generates a fresh code and extends the 24-hour expiry window
- Verify your email address — go back and confirm you entered it correctly
- Try a different email provider — some corporate email servers may delay delivery
Step 4 — You Are In!
Once your email is verified, your account setup is complete. Here is what Invoice Genie creates automatically:
- ✅ Your user account — with Administrator role (full access)
- ✅ Your organization — tied to the business name you entered
- ✅ Default business profile — ready to customize with your logo, address, and contact info
- ✅ Default settings — tax rates, currency, and preferences you can customize later
Recommended Next Steps
| Action | Where to Find It | Tutorial |
|---|---|---|
| Set up your business profile | Settings → Business Settings | Business Settings Guide |
| Add your first client | Clients tab | Client Management Guide |
| Create your first invoice | Documents tab → + New | Documents Guide |
| Invite team members | Settings → Registration Tokens | Registration Tokens Guide |
| Enable 2FA for login security | Settings → Security | 2FA Setup Guide |
Joining an Existing Organization
If you have been invited to join a team rather than creating your own organization, the process is different:
- Your administrator creates a Registration Token for you
- You receive the token (a unique code)
- Open Invoice Genie and tap “Join with Token” on the login screen
- Enter the token and your personal details
- Your account is created within the existing organization — no email verification required
Your administrator assigns your role (Manager, Crew Member, or Accountant), which determines what features you can access.
Troubleshooting
| Issue | Solution |
|---|---|
| “Email already in use” | An account exists with this email — try logging in, or use the Forgot Password feature to recover access |
| “Username already taken” | Choose a different username — try adding numbers or initials |
| “Device Already Registered” | This device is linked to another organization — contact support if you need to transfer it |
| Verification code not arriving | Check spam folder, then tap “Resend Code”; allow a few minutes for delivery |
| “Too many attempts” | Rate limit reached — please wait and try again later |
