Alma recinto how_touseinvoiceable

How to Use
Invoiceable
Copyright | Alma Recinto | 2015 1

Invoiceable is an
ONLINE invoicing.
2Copyright | Alma Recinto | 2015

Why Use
Invoiceable?

It’s fast,

it’s simple,

and it’s FREE !

How to use?

Go to homepage of
Invoiceable

and sign-up
for an account.

click

Sign-up by
providing your

name,

enter

email address

enter

and password.

enter

click 18Copyright | Alma Recinto | 2015

A gmail account is
preferred for Virtual
Assistants (VAs).

Now, you’re ready
to create
your own invoice.

click

Be ready to
provide

Reference #
(e.g. numeric in format)

Client Name
(e.g. Clifford Organization)

Payment Term
(e.g. 7 days)

Paid
(e.g. Yes? No?)

To display more
options

like currency ($),

PO number
(123456)

Paypal option,

and the like

press

click

Some fields may
require you to choose
your answers.

select
desired
option

enter
desired
information

fill-in
(if applicable)

auto-fill

choose
desired
option

2 questions
will appear

depending on
your answer

to Recurring
Invoice

1st
question

2nd
question

To save your Invoice # 123456
click

Here is how your
invoice will look like.

Now, let’s edit
an invoice.

click

Fields you can edit

Invoice Name

Description
of
Invoice

Description
of Services
Rendered

Footer

To finalize
your invoice,

click

Now, let’s try
creating

a non-recurring
invoice.

Fill-in the
following fields.

choose ‘Yes’
instead

click

Sample of
Recurring Invoice

You may now
send the

invoice to your
client.

click

Check your email
to confirm

that invoice
was sent out.

When sending
invoices,

remember to set-up

the client contact
information.

Go to homepage

then go to
Clients tab.

click

Just fill-in the
information needed.

click

To view INVOICES created.

click

Update recurring
invoices if there are
dates mentioned.

To view ITEMS billed

click

To view your CLIENTS

click

To create REPORTS of
your invoices

click

Create a Report -

Unpaid Invoices of
all your Clients

for the
Calendar Year
2015.

Choose the fields
you prefer

in the options
provided.

Sample Report

Now, let’s try

exporting the
Invoice

to .csv or
excel report.

click

You have just
learned
how to create
invoices.

Congratulations!

Sometimes our faith can
only grow when we can't
see. So sometimes He
comes in the clouds.
(Steven Curtis Chapman)

Alma recinto how_touseinvoiceable

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