©jaysonijalo 2014 1
How to use Invoiceable?
©jaysonijalo 2014 2
What is Invoicable?
©jaysonijalo 2014 3
Invoiceable.co is an online
invoicing tools
©jaysonijalo 2014 4
That help users to
Get paid faster
©jaysonijalo 2014 5
The application allows
the user to manage
©jaysonijalo 2014 6
All billing task in one
virtual location
©jaysonijalo 2014 7
Let's begin!
©jaysonijalo 2014 8
In your launcher or desktop
Locate Internet browser
©jaysonijalo 2014 9
©jaysonijalo 2014 10
Click Browser
©jaysonijalo 2014 11
©jaysonijalo 2014 12
Type www.invoiceable.co
in address bar
©jaysonijalo 2014 13
©jaysonijalo 2014 14
Press Enter in keyboard
©jaysonijalo 2014 15
This what
Invoiceable.co
webpage
look like
©jaysonijalo 2014 16
Click Sign up
©jaysonijalo 2014 17
©jaysonijalo 2014 18
You will redirect to this part
©jaysonijalo 2014 19
©jaysonijalo 2014 20
Fill up required field
©jaysonijalo 2014 21
©jaysonijalo 2014 22
Type your First name
©jaysonijalo 2014 23
©jaysonijalo 2014 24
Type your Email
©jaysonijalo 2014 25
©jaysonijalo 2014 26
Type your password
©jaysonijalo 2014 27
©jaysonijalo 2014 28
Click Get Started
©jaysonijalo 2014 29
©jaysonijalo 2014 30
Invoiceable look like
©jaysonijalo 2014 31
Click Invoices tab
©jaysonijalo 2014 32
©jaysonijalo 2014 33
Click Add invoice
©jaysonijalo 2014 34
©jaysonijalo 2014 35
Fill out required fields
©jaysonijalo 2014 36
©jaysonijalo 2014 37
You can customize the
Reference number
©jaysonijalo 2014 38
For this tutorial I leave the
Reference number as
default
©jaysonijalo 2014 39
©jaysonijalo 2014 40
In Client
Click drop down pane
©jaysonijalo 2014 41
©jaysonijalo 2014 42
Select Add client
©jaysonijalo 2014 43
©jaysonijalo 2014 44
Add name of the new client
©jaysonijalo 2014 45
©jaysonijalo 2014 46
Click Ok
©jaysonijalo 2014 47
©jaysonijalo 2014 48
New Client
successfully added
©jaysonijalo 2014 49
©jaysonijalo 2014 50
In payment terms
Choose due receipt
©jaysonijalo 2014 51
©jaysonijalo 2014 52
For this tutorial I chosen
30 Days in Payment Terms
©jaysonijalo 2014 53
©jaysonijalo 2014 54
In Paid option, I chosen No
©jaysonijalo 2014 55
©jaysonijalo 2014 56
Click Advance Options
©jaysonijalo 2014 57
©jaysonijalo 2014 58
In Advance options
choose Currency
©jaysonijalo 2014 59
©jaysonijalo 2014 60
You can add Discount
©jaysonijalo 2014 61
©jaysonijalo 2014 62
Add VAT
©jaysonijalo 2014 63
©jaysonijalo 2014 64
Choose Date Issued
Of invoice
©jaysonijalo 2014 65
©jaysonijalo 2014 66
Choose “Yes client can
View invoice”
©jaysonijalo 2014 67
©jaysonijalo 2014 68
For this tutorial I chosen
“Yes, allow payments
Through Paypal”
©jaysonijalo 2014 69
©jaysonijalo 2014 70
And I chosen “No” in
Recurring invoice
©jaysonijalo 2014 71
©jaysonijalo 2014 72
Click Save Changes
©jaysonijalo 2014 73
©jaysonijalo 2014 74
You will be directed
to a page
©jaysonijalo 2014 75
Where you can edit the
invoice
©jaysonijalo 2014 76
©jaysonijalo 2014 77
To edit invoice title
Click invoice title box
©jaysonijalo 2014 78
©jaysonijalo 2014 79
Create Invoice title
©jaysonijalo 2014 80
©jaysonijalo 2014 81
Click Check button to save
©jaysonijalo 2014 82
©jaysonijalo 2014 83
To add description click
Edit button
©jaysonijalo 2014 84
©jaysonijalo 2014 85
Type the Description
©jaysonijalo 2014 86
©jaysonijalo 2014 87
Click Save button
©jaysonijalo 2014 88
©jaysonijalo 2014 89
Enter Item
©jaysonijalo 2014 90
©jaysonijalo 2014 91
Enter Description
©jaysonijalo 2014 92
©jaysonijalo 2014 93
Enter Unit Cost
©jaysonijalo 2014 94
©jaysonijalo 2014 95
Enter Quantity
©jaysonijalo 2014 96
©jaysonijalo 2014 97
Invoiceable
will automatically
Compute the total cost
©jaysonijalo 2014 98
©jaysonijalo 2014 99
Click Save
©jaysonijalo 2014 100
©jaysonijalo 2014 101
If you wish to add
more item Click Add item
©jaysonijalo 2014 102
©jaysonijalo 2014 103
Click Save Invoice
©jaysonijalo 2014 104
©jaysonijalo 2014 105
Created invoice can be
Send Thru client's email
©jaysonijalo 2014 106
Click Send to Client
©jaysonijalo 2014 107
©jaysonijalo 2014 108
Click Here to setup
Clients email
©jaysonijalo 2014 109
©jaysonijalo 2014 110
Enter Clients detail
©jaysonijalo 2014 111
©jaysonijalo 2014 112
Click Save Changes
©jaysonijalo 2014 113
©jaysonijalo 2014 114
Successfully update
Clients details
©jaysonijalo 2014 115
©jaysonijalo 2014 116
Click Invoices tab
©jaysonijalo 2014 117
©jaysonijalo 2014 118
All clients invoices will
Appear in Invoices tab
©jaysonijalo 2014 119
©jaysonijalo 2014 120
Click Send to Client to
Send copy of invoice
©jaysonijalo 2014 121
©jaysonijalo 2014 122
Click Send Invoice
©jaysonijalo 2014 123
©jaysonijalo 2014 124
If you wish to resend the
Invoice to client
©jaysonijalo 2014 125
To follow up the payment
©jaysonijalo 2014 126
Click Re-send to Client
©jaysonijalo 2014 127
©jaysonijalo 2014 128
If client's made
Complete payment
©jaysonijalo 2014 129
Click Edit
©jaysonijalo 2014 130
©jaysonijalo 2014 131
In Paid field click
Dropdown pane
©jaysonijalo 2014 132
©jaysonijalo 2014 133
Choose Yes
©jaysonijalo 2014 134
©jaysonijalo 2014 135
Click Save Changes
©jaysonijalo 2014 136
©jaysonijalo 2014 137
Click Paid Tab
©jaysonijalo 2014 138
©jaysonijalo 2014 139
All payments made will
view in Paid tab
©jaysonijalo 2014 140
©jaysonijalo 2014 141
To create reports, click
Reports tab
©jaysonijalo 2014 142
©jaysonijalo 2014 143
Click Add Report
©jaysonijalo 2014 144
©jaysonijalo 2014 145
Add type of report in
Report Name field
©jaysonijalo 2014 146
©jaysonijalo 2014 147
Click Save Changes
©jaysonijalo 2014 148
©jaysonijalo 2014 149
Successfully added Report
©jaysonijalo 2014 150
©jaysonijalo 2014 151
If you wish to view
the added report
©jaysonijalo 2014 152
Click Magnifying glass icon
©jaysonijalo 2014 153
©jaysonijalo 2014 154
Report page window
©jaysonijalo 2014 155
That's It!
You have now a free
Online invoicing tool
©jaysonijalo 2014 156
“Affirmation without
Discipline is the beginning
Of delusion.”
- Jim Rohn
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How To Use Invoiceable

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Transcript of "How To Use Invoiceable"

  1. 1. ©jaysonijalo 2014 1 How to use Invoiceable?
  2. 2. ©jaysonijalo 2014 2 What is Invoicable?
  3. 3. ©jaysonijalo 2014 3 Invoiceable.co is an online invoicing tools
  4. 4. ©jaysonijalo 2014 4 That help users to Get paid faster
  5. 5. ©jaysonijalo 2014 5 The application allows the user to manage
  6. 6. ©jaysonijalo 2014 6 All billing task in one virtual location
  7. 7. ©jaysonijalo 2014 7 Let's begin!
  8. 8. ©jaysonijalo 2014 8 In your launcher or desktop Locate Internet browser
  9. 9. ©jaysonijalo 2014 9
  10. 10. ©jaysonijalo 2014 10 Click Browser
  11. 11. ©jaysonijalo 2014 11
  12. 12. ©jaysonijalo 2014 12 Type www.invoiceable.co in address bar
  13. 13. ©jaysonijalo 2014 13
  14. 14. ©jaysonijalo 2014 14 Press Enter in keyboard
  15. 15. ©jaysonijalo 2014 15 This what Invoiceable.co webpage look like
  16. 16. ©jaysonijalo 2014 16 Click Sign up
  17. 17. ©jaysonijalo 2014 17
  18. 18. ©jaysonijalo 2014 18 You will redirect to this part
  19. 19. ©jaysonijalo 2014 19
  20. 20. ©jaysonijalo 2014 20 Fill up required field
  21. 21. ©jaysonijalo 2014 21
  22. 22. ©jaysonijalo 2014 22 Type your First name
  23. 23. ©jaysonijalo 2014 23
  24. 24. ©jaysonijalo 2014 24 Type your Email
  25. 25. ©jaysonijalo 2014 25
  26. 26. ©jaysonijalo 2014 26 Type your password
  27. 27. ©jaysonijalo 2014 27
  28. 28. ©jaysonijalo 2014 28 Click Get Started
  29. 29. ©jaysonijalo 2014 29
  30. 30. ©jaysonijalo 2014 30 Invoiceable look like
  31. 31. ©jaysonijalo 2014 31 Click Invoices tab
  32. 32. ©jaysonijalo 2014 32
  33. 33. ©jaysonijalo 2014 33 Click Add invoice
  34. 34. ©jaysonijalo 2014 34
  35. 35. ©jaysonijalo 2014 35 Fill out required fields
  36. 36. ©jaysonijalo 2014 36
  37. 37. ©jaysonijalo 2014 37 You can customize the Reference number
  38. 38. ©jaysonijalo 2014 38 For this tutorial I leave the Reference number as default
  39. 39. ©jaysonijalo 2014 39
  40. 40. ©jaysonijalo 2014 40 In Client Click drop down pane
  41. 41. ©jaysonijalo 2014 41
  42. 42. ©jaysonijalo 2014 42 Select Add client
  43. 43. ©jaysonijalo 2014 43
  44. 44. ©jaysonijalo 2014 44 Add name of the new client
  45. 45. ©jaysonijalo 2014 45
  46. 46. ©jaysonijalo 2014 46 Click Ok
  47. 47. ©jaysonijalo 2014 47
  48. 48. ©jaysonijalo 2014 48 New Client successfully added
  49. 49. ©jaysonijalo 2014 49
  50. 50. ©jaysonijalo 2014 50 In payment terms Choose due receipt
  51. 51. ©jaysonijalo 2014 51
  52. 52. ©jaysonijalo 2014 52 For this tutorial I chosen 30 Days in Payment Terms
  53. 53. ©jaysonijalo 2014 53
  54. 54. ©jaysonijalo 2014 54 In Paid option, I chosen No
  55. 55. ©jaysonijalo 2014 55
  56. 56. ©jaysonijalo 2014 56 Click Advance Options
  57. 57. ©jaysonijalo 2014 57
  58. 58. ©jaysonijalo 2014 58 In Advance options choose Currency
  59. 59. ©jaysonijalo 2014 59
  60. 60. ©jaysonijalo 2014 60 You can add Discount
  61. 61. ©jaysonijalo 2014 61
  62. 62. ©jaysonijalo 2014 62 Add VAT
  63. 63. ©jaysonijalo 2014 63
  64. 64. ©jaysonijalo 2014 64 Choose Date Issued Of invoice
  65. 65. ©jaysonijalo 2014 65
  66. 66. ©jaysonijalo 2014 66 Choose “Yes client can View invoice”
  67. 67. ©jaysonijalo 2014 67
  68. 68. ©jaysonijalo 2014 68 For this tutorial I chosen “Yes, allow payments Through Paypal”
  69. 69. ©jaysonijalo 2014 69
  70. 70. ©jaysonijalo 2014 70 And I chosen “No” in Recurring invoice
  71. 71. ©jaysonijalo 2014 71
  72. 72. ©jaysonijalo 2014 72 Click Save Changes
  73. 73. ©jaysonijalo 2014 73
  74. 74. ©jaysonijalo 2014 74 You will be directed to a page
  75. 75. ©jaysonijalo 2014 75 Where you can edit the invoice
  76. 76. ©jaysonijalo 2014 76
  77. 77. ©jaysonijalo 2014 77 To edit invoice title Click invoice title box
  78. 78. ©jaysonijalo 2014 78
  79. 79. ©jaysonijalo 2014 79 Create Invoice title
  80. 80. ©jaysonijalo 2014 80
  81. 81. ©jaysonijalo 2014 81 Click Check button to save
  82. 82. ©jaysonijalo 2014 82
  83. 83. ©jaysonijalo 2014 83 To add description click Edit button
  84. 84. ©jaysonijalo 2014 84
  85. 85. ©jaysonijalo 2014 85 Type the Description
  86. 86. ©jaysonijalo 2014 86
  87. 87. ©jaysonijalo 2014 87 Click Save button
  88. 88. ©jaysonijalo 2014 88
  89. 89. ©jaysonijalo 2014 89 Enter Item
  90. 90. ©jaysonijalo 2014 90
  91. 91. ©jaysonijalo 2014 91 Enter Description
  92. 92. ©jaysonijalo 2014 92
  93. 93. ©jaysonijalo 2014 93 Enter Unit Cost
  94. 94. ©jaysonijalo 2014 94
  95. 95. ©jaysonijalo 2014 95 Enter Quantity
  96. 96. ©jaysonijalo 2014 96
  97. 97. ©jaysonijalo 2014 97 Invoiceable will automatically Compute the total cost
  98. 98. ©jaysonijalo 2014 98
  99. 99. ©jaysonijalo 2014 99 Click Save
  100. 100. ©jaysonijalo 2014 100
  101. 101. ©jaysonijalo 2014 101 If you wish to add more item Click Add item
  102. 102. ©jaysonijalo 2014 102
  103. 103. ©jaysonijalo 2014 103 Click Save Invoice
  104. 104. ©jaysonijalo 2014 104
  105. 105. ©jaysonijalo 2014 105 Created invoice can be Send Thru client's email
  106. 106. ©jaysonijalo 2014 106 Click Send to Client
  107. 107. ©jaysonijalo 2014 107
  108. 108. ©jaysonijalo 2014 108 Click Here to setup Clients email
  109. 109. ©jaysonijalo 2014 109
  110. 110. ©jaysonijalo 2014 110 Enter Clients detail
  111. 111. ©jaysonijalo 2014 111
  112. 112. ©jaysonijalo 2014 112 Click Save Changes
  113. 113. ©jaysonijalo 2014 113
  114. 114. ©jaysonijalo 2014 114 Successfully update Clients details
  115. 115. ©jaysonijalo 2014 115
  116. 116. ©jaysonijalo 2014 116 Click Invoices tab
  117. 117. ©jaysonijalo 2014 117
  118. 118. ©jaysonijalo 2014 118 All clients invoices will Appear in Invoices tab
  119. 119. ©jaysonijalo 2014 119
  120. 120. ©jaysonijalo 2014 120 Click Send to Client to Send copy of invoice
  121. 121. ©jaysonijalo 2014 121
  122. 122. ©jaysonijalo 2014 122 Click Send Invoice
  123. 123. ©jaysonijalo 2014 123
  124. 124. ©jaysonijalo 2014 124 If you wish to resend the Invoice to client
  125. 125. ©jaysonijalo 2014 125 To follow up the payment
  126. 126. ©jaysonijalo 2014 126 Click Re-send to Client
  127. 127. ©jaysonijalo 2014 127
  128. 128. ©jaysonijalo 2014 128 If client's made Complete payment
  129. 129. ©jaysonijalo 2014 129 Click Edit
  130. 130. ©jaysonijalo 2014 130
  131. 131. ©jaysonijalo 2014 131 In Paid field click Dropdown pane
  132. 132. ©jaysonijalo 2014 132
  133. 133. ©jaysonijalo 2014 133 Choose Yes
  134. 134. ©jaysonijalo 2014 134
  135. 135. ©jaysonijalo 2014 135 Click Save Changes
  136. 136. ©jaysonijalo 2014 136
  137. 137. ©jaysonijalo 2014 137 Click Paid Tab
  138. 138. ©jaysonijalo 2014 138
  139. 139. ©jaysonijalo 2014 139 All payments made will view in Paid tab
  140. 140. ©jaysonijalo 2014 140
  141. 141. ©jaysonijalo 2014 141 To create reports, click Reports tab
  142. 142. ©jaysonijalo 2014 142
  143. 143. ©jaysonijalo 2014 143 Click Add Report
  144. 144. ©jaysonijalo 2014 144
  145. 145. ©jaysonijalo 2014 145 Add type of report in Report Name field
  146. 146. ©jaysonijalo 2014 146
  147. 147. ©jaysonijalo 2014 147 Click Save Changes
  148. 148. ©jaysonijalo 2014 148
  149. 149. ©jaysonijalo 2014 149 Successfully added Report
  150. 150. ©jaysonijalo 2014 150
  151. 151. ©jaysonijalo 2014 151 If you wish to view the added report
  152. 152. ©jaysonijalo 2014 152 Click Magnifying glass icon
  153. 153. ©jaysonijalo 2014 153
  154. 154. ©jaysonijalo 2014 154 Report page window
  155. 155. ©jaysonijalo 2014 155 That's It! You have now a free Online invoicing tool
  156. 156. ©jaysonijalo 2014 156 “Affirmation without Discipline is the beginning Of delusion.” - Jim Rohn
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