This document provides step-by-step instructions for how to use the Invoiceable invoicing software. It details how to set up an account, create client lists and items, generate invoices, and view reports. Key steps include signing up on the Invoiceable website, filling out company and payment information, adding clients and items for invoicing, generating and sending draft invoices to clients, and tracking invoice payments and reports.

1. How to use
Invoiceable

2. is a free online invoicing

3. Go to invoiceable.com

4. Click “Sign up”

5. Fill necessary information

6. Click “Get Started”

7. Your dashboard will open like this

8. Setting up an account

9. Click “Account”

10. Fill necessary information

11. Click “Save Changes”

12. Click “My Company”

13. Write your company name

14. Click “Browse” to upload your logo

15. Fill necessary information

16. Select your time zone

17. Select your date format

18. Select the day you start your week

19. Select your currency

20. Select your language

21. Tick the box to enable or display tax

22. Select the type of taxes

23. Fill the tax rate

24. Enter your Paypal email

25. Select the financial year

26. Customize your invoice (optional)

27. Click “Save Changes” when done

28. Creating Client List

29. Click “Clients”

30. “Click here” to add client

31. Fill the form with information

32. Click to “Add Contact”

33. Click “Add Contact”

34. Enter name of contact

35. Enter email address of contact

36. Select country

37. Select/Add Group

38. Click “Save Changes”

39. Your client’s information is displayed

40. Click “Add Client” to add more

41. Click “Export to CSV” to view
client list in spreadsheet

42. Click “OK”

43. Spreadsheet will open like this

44. Creating Item

45. Click “Items”

46. Click “Add Item”

47. Fill necessary information

48. Click “Save Changes”

49. Your item has been added

50. Creating an Invoice

51. Click “Invoices”

52. Click “Add Invoice”

53. Change Reference # if you wish

54. Select Client

55. Select “Payment Terms”

56. Select if paid or not

57. Select “Advanced Options” to see
additional information

58. Select currency

59. Fill “PO Number” if available
*PO means Purchase Order

60. Select issue date

61. Calendar will pop-up

62. Select any date on the calendar

63. Select if Invoiceable invoice is
public or private

64. Select to enable/disable Paypal

65. Select if invoice would be recurring

66. If recurring invoice, select frequency

67. Select if Auto send or not

68. Click “Save Changes” when done

69. A draft invoice will open

70. Click to add description

71. Enter your description

72. Enter item

73. Saved description will
appear automatically

74. Saved unit cost will
automatically appear

75. Enter Quantity

76. Cost of each item will be computed

77. Click to save

78. Figures will be carried to
the totals box

79. Click “Send to Client”

80. Draft email will appear

81. Click “Send Invoice”

82. Your first invoice is saved

83. Your sent invoice will be like this

84. Click attachment to view in PDF

85. Click link to Invoiceable

86. Click “Pay Invoice”

87. You will be redirected to Paypal

88. Click “Invoices” tab

89. If your client already paid, click

90. Dialogue box will appear

91. Click “Mark as Paid”

92. “Unpaid” items is now empty

93. Click “Paid” tab

94. Your invoice is now under “Paid” tab

95. To make a report,
click “Reports”

96. Click “Add Report”

97. Enter “Report Name”

98. Click “Save Changes”

99. Invoice report is now saved

100. Click report name to view

101. Invoice report is like this

102. Click

103. Click “Dashboard”

104. Graphs are presented

105. To learn more about
click “Account”
,

106. Click “Help/Support”

107. Thank you for your time.