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How to Use Invoiceable: Your Online Invoice Processing Tool

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Tutorial on How to Use Invoiceable by Flor Angeles

@ florangeles.com | Ideal Virtual Professional

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How to Use Invoiceable: Your Online Invoice Processing Tool

  1. 1. How to Use 1© Flor Angeles – How to Use Invoiceable
  2. 2. What is Invoiceable? 2© Flor Angeles – How to Use Invoiceable
  3. 3. Invoiceable is a free software 3© Flor Angeles – How to Use Invoiceable
  4. 4. that lets you create invoices for free 4© Flor Angeles – How to Use Invoiceable
  5. 5. online, send it and get paid through PayPal 5© Flor Angeles – How to Use Invoiceable
  6. 6. How to Sign Up for an Account? 6© Flor Angeles – How to Use Invoiceable
  7. 7. Open your web browser 7© Flor Angeles – How to Use Invoiceable
  8. 8. Look here in the address bar 8© Flor Angeles – How to Use Invoiceable
  9. 9. Click inside the bar 9© Flor Angeles – How to Use Invoiceable
  10. 10. Type in https://invoiceable.com and press Enter 10© Flor Angeles – How to Use Invoiceable
  11. 11. The home page appears 11© Flor Angeles – How to Use Invoiceable
  12. 12. Click on Sign up 12© Flor Angeles – How to Use Invoiceable
  13. 13. Sign up for your free account window appears 13© Flor Angeles – How to Use Invoiceable
  14. 14. Enter your First Name 14© Flor Angeles – How to Use Invoiceable
  15. 15. 15© Flor Angeles – How to Use Invoiceable Enter your Email Address
  16. 16. Enter your Password 16© Flor Angeles – How to Use Invoiceable
  17. 17. Click on Get Started button 17© Flor Angeles – How to Use Invoiceable
  18. 18. The Dashboard window will appear 18© Flor Angeles – How to Use Invoiceable
  19. 19. How to Set Up Your Company Account? 19© Flor Angeles – How to Use Invoiceable
  20. 20. 20© Flor Angeles – How to Use Invoiceable Click on Account button
  21. 21. 21© Flor Angeles – How to Use Invoiceable Select on Company
  22. 22. 22© Flor Angeles – How to Use Invoiceable Fill-out the Company details
  23. 23. 23© Flor Angeles – How to Use Invoiceable Enter your Company Name
  24. 24. 24© Flor Angeles – How to Use Invoiceable Enter your Company Address
  25. 25. 25© Flor Angeles – How to Use Invoiceable Click here to upload your Company Logo
  26. 26. 26© Flor Angeles – How to Use Invoiceable Enter Company Phone Number
  27. 27. 27© Flor Angeles – How to Use Invoiceable Enter Twitter Account, if available
  28. 28. 28© Flor Angeles – How to Use Invoiceable Enter Additional Details like email address
  29. 29. 29© Flor Angeles – How to Use Invoiceable Click on Save Changes if you’re done
  30. 30. 30© Flor Angeles – How to Use Invoiceable To add your Company Preferences, click here
  31. 31. 31© Flor Angeles – How to Use Invoiceable Preferences window will appear
  32. 32. 32© Flor Angeles – How to Use Invoiceable Select Time Zone here
  33. 33. 33© Flor Angeles – How to Use Invoiceable Select Date Format here
  34. 34. 34© Flor Angeles – How to Use Invoiceable Select Start Week here
  35. 35. 35© Flor Angeles – How to Use Invoiceable Choose Financial Year here
  36. 36. 36© Flor Angeles – How to Use Invoiceable Pick Currency here
  37. 37. 37© Flor Angeles – How to Use Invoiceable Choose Language here
  38. 38. 38© Flor Angeles – How to Use Invoiceable Tick these icons to enable Tax
  39. 39. 39© Flor Angeles – How to Use Invoiceable Enter PayPal Email here
  40. 40. 40© Flor Angeles – How to Use Invoiceable Click on Save Changes when you’re done
  41. 41. 41© Flor Angeles – How to Use Invoiceable To add Company Templates, click here
  42. 42. 42© Flor Angeles – How to Use Invoiceable Templates window appears
  43. 43. 43© Flor Angeles – How to Use Invoiceable Type your Invoice Footer
  44. 44. 44© Flor Angeles – How to Use Invoiceable You can type a customize message here
  45. 45. 45© Flor Angeles – How to Use Invoiceable You can also type a message for overdue invoices here
  46. 46. 46© Flor Angeles – How to Use Invoiceable Click on Save Changes if you’re done
  47. 47. How to Create Your First Invoice? 47© Flor Angeles – How to Use Invoiceable
  48. 48. In your Dashboard, click on Add Invoice 48© Flor Angeles – How to Use Invoiceable
  49. 49. 49© Flor Angeles – How to Use Invoiceable The Invoice window will appear
  50. 50. 50© Flor Angeles – How to Use Invoiceable Enter Reference Number or leave as it is
  51. 51. 51© Flor Angeles – How to Use Invoiceable Click arrow down to select or add client
  52. 52. 52© Flor Angeles – How to Use Invoiceable Click on Add Client
  53. 53. 53© Flor Angeles – How to Use Invoiceable This will pop up
  54. 54. 54© Flor Angeles – How to Use Invoiceable Enter Client Name here
  55. 55. 55© Flor Angeles – How to Use Invoiceable Then click on OK button
  56. 56. 56© Flor Angeles – How to Use Invoiceable The name of the client will appear here
  57. 57. 57© Flor Angeles – How to Use Invoiceable For Payment Terms, click the dropdown arrow
  58. 58. 58© Flor Angeles – How to Use Invoiceable You may select from the following days
  59. 59. 59© Flor Angeles – How to Use Invoiceable Or Custom Date
  60. 60. In this case we will use the default payment terms 60© Flor Angeles – How to Use Invoiceable
  61. 61. 61© Flor Angeles – How to Use Invoiceable Click on Due on Receipt
  62. 62. It means that the clients need to pay you 62© Flor Angeles – How to Use Invoiceable
  63. 63. as soon as they received the invoice 63© Flor Angeles – How to Use Invoiceable
  64. 64. 64© Flor Angeles – How to Use Invoiceable To know if the client already paid you, click here
  65. 65. 65© Flor Angeles – How to Use Invoiceable Select either Yes or No
  66. 66. 66© Flor Angeles – How to Use Invoiceable For other options on your invoice, click on Advanced Options
  67. 67. 67© Flor Angeles – How to Use Invoiceable Click here to select Currency
  68. 68. 68© Flor Angeles – How to Use Invoiceable Enter PO Number, if applicable
  69. 69. 69© Flor Angeles – How to Use Invoiceable To give Discount, enter number here
  70. 70. 70© Flor Angeles – How to Use Invoiceable Enter Issued Date of the invoice here
  71. 71. 71© Flor Angeles – How to Use Invoiceable Select here to view invoice either public or private
  72. 72. 72© Flor Angeles – How to Use Invoiceable Choose here to enable or disable online payment
  73. 73. 73© Flor Angeles – How to Use Invoiceable Pick here to send reminders to client or not
  74. 74. 74© Flor Angeles – How to Use Invoiceable Select here to make the invoice recurring or not
  75. 75. 75© Flor Angeles – How to Use Invoiceable Once you’re done, click on Save Changes
  76. 76. 76© Flor Angeles – How to Use Invoiceable The draft invoice appears
  77. 77. How to Edit or Change Your Draft Invoice? 77© Flor Angeles – How to Use Invoiceable
  78. 78. 78© Flor Angeles – How to Use Invoiceable From the Dashboard, click on Invoices
  79. 79. 79© Flor Angeles – How to Use Invoiceable The Invoices window will appear
  80. 80. 80© Flor Angeles – How to Use Invoiceable You can see the draft invoices details
  81. 81. 81© Flor Angeles – How to Use Invoiceable Click here to view your draft invoice
  82. 82. 82© Flor Angeles – How to Use Invoiceable This will appear
  83. 83. 83© Flor Angeles – How to Use Invoiceable To change invoice name, click the pencil icon
  84. 84. 84© Flor Angeles – How to Use Invoiceable Type the new invoice name here
  85. 85. 85© Flor Angeles – How to Use Invoiceable Click the green check icon to save changes
  86. 86. 86© Flor Angeles – How to Use Invoiceable To add the product or service details, click here
  87. 87. 87© Flor Angeles – How to Use Invoiceable Enter Item Number here
  88. 88. 88© Flor Angeles – How to Use Invoiceable Enter Item Description here
  89. 89. 89© Flor Angeles – How to Use Invoiceable Enter Unit Cost here
  90. 90. 90© Flor Angeles – How to Use Invoiceable Enter Quantity here
  91. 91. 91© Flor Angeles – How to Use Invoiceable Total Cost will be reflected here
  92. 92. 92© Flor Angeles – How to Use Invoiceable Click the green check icon to save
  93. 93. 93© Flor Angeles – How to Use Invoiceable To Add Item just click here
  94. 94. 94© Flor Angeles – How to Use Invoiceable See the Total Amount and Balance here
  95. 95. 95© Flor Angeles – How to Use Invoiceable To add notes just click the pencil icon
  96. 96. 96© Flor Angeles – How to Use Invoiceable If you’re done, click here to save invoice
  97. 97. 97© Flor Angeles – How to Use Invoiceable But if you still need to edit some items
  98. 98. 98© Flor Angeles – How to Use Invoiceable Click on Edit Invoice
  99. 99. 99© Flor Angeles – How to Use Invoiceable This will appear and you do the changes
  100. 100. 100© Flor Angeles – How to Use Invoiceable To edit client details, click on Edit Client
  101. 101. 101© Flor Angeles – How to Use Invoiceable This will appear and you can modify it
  102. 102. How to Send the Invoice to Client? 102© Flor Angeles – How to Use Invoiceable
  103. 103. 103© Flor Angeles – How to Use Invoiceable Click on Send to Client button
  104. 104. If you haven’t set up your client’s contact information 104© Flor Angeles – How to Use Invoiceable
  105. 105. 105© Flor Angeles – How to Use Invoiceable This will appear
  106. 106. 106© Flor Angeles – How to Use Invoiceable Click here to enter client’s contact details
  107. 107. 107© Flor Angeles – How to Use Invoiceable You can add the client’s main contact here
  108. 108. 108© Flor Angeles – How to Use Invoiceable Enter Email Address here
  109. 109. 109© Flor Angeles – How to Use Invoiceable Enter Telephone Number here
  110. 110. 110© Flor Angeles – How to Use Invoiceable Enter Fax Number here
  111. 111. 111© Flor Angeles – How to Use Invoiceable Enter Mobile Number here
  112. 112. 112© Flor Angeles – How to Use Invoiceable Enter Website here
  113. 113. 113© Flor Angeles – How to Use Invoiceable Enter Address here
  114. 114. 114© Flor Angeles – How to Use Invoiceable Select Group here
  115. 115. 115© Flor Angeles – How to Use Invoiceable And put other information here
  116. 116. 116© Flor Angeles – How to Use Invoiceable Click on Save Changes if you’re done
  117. 117. You can now send the invoice to your client 117© Flor Angeles – How to Use Invoiceable
  118. 118. after you’ve added his/ her contact details 118© Flor Angeles – How to Use Invoiceable
  119. 119. 119© Flor Angeles – How to Use Invoiceable Just click on Send to Client button
  120. 120. 120© Flor Angeles – How to Use Invoiceable This window will appear
  121. 121. 121© Flor Angeles – How to Use Invoiceable Click on Send Invoice
  122. 122. How to Add Payment Received from the Client? 122© Flor Angeles – How to Use Invoiceable
  123. 123. 123© Flor Angeles – How to Use Invoiceable From the Invoices window, click on Options icon
  124. 124. 124© Flor Angeles – How to Use Invoiceable This will appear
  125. 125. 125© Flor Angeles – How to Use Invoiceable Click on View Payments
  126. 126. 126© Flor Angeles – How to Use Invoiceable This appears, click on Add Payment
  127. 127. 127© Flor Angeles – How to Use Invoiceable Enter Amount Paid
  128. 128. 128© Flor Angeles – How to Use Invoiceable Enter Date
  129. 129. 129© Flor Angeles – How to Use Invoiceable Enter Description
  130. 130. 130© Flor Angeles – How to Use Invoiceable Then click Save Changes
  131. 131. 131© Flor Angeles – How to Use Invoiceable On Invoices window, click Paid button to see payment status
  132. 132. How to Generate Invoice Report? 132© Flor Angeles – How to Use Invoiceable
  133. 133. 133© Flor Angeles – How to Use Invoiceable Click on Reports Tab
  134. 134. 134© Flor Angeles – How to Use Invoiceable This will appear, click on Add Report
  135. 135. 135© Flor Angeles – How to Use Invoiceable This appears, enter Report Name
  136. 136. 136© Flor Angeles – How to Use Invoiceable Enter Client
  137. 137. 137© Flor Angeles – How to Use Invoiceable Select Currency
  138. 138. 138© Flor Angeles – How to Use Invoiceable Select Paid
  139. 139. 139© Flor Angeles – How to Use Invoiceable Select scope of your report here
  140. 140. 140© Flor Angeles – How to Use Invoiceable Choose visibility of your report here
  141. 141. 141© Flor Angeles – How to Use Invoiceable When you’re done, click on Save Changes
  142. 142. 142© Flor Angeles – How to Use Invoiceable This appears, click on View Report icon
  143. 143. 143© Flor Angeles – How to Use Invoiceable Here comes your report for the month of January
  144. 144. It’s now your turn to make your own Invoice!  144© Flor Angeles – How to Use Invoiceable
  145. 145. There are no limits to the mind except those that we acknowledge. - Napoleon Hill© Flor Angeles – How to Use Invoiceable 145
  146. 146. 146© Flor Angeles – How to Use Invoiceable Photo credits: www.google.co.nz www.fanpop.com

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