Randolf Kim Diokno How To Track Business Transactions using Invoicely
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The document provides step-by-step instructions for using Invoicely, an online invoicing software, to track business transactions. It details how to sign up for a free Invoicely account, create and customize invoices, add clients, items, and billing information, send invoices to clients, generate reports, and view receivables and payables summaries. The goal is to help small businesses and individuals easily manage their accounting records using Invoicely's online invoicing tools.
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Randolf Kim Diokno How To Track Business Transactions using Invoicely
- 3. www.thevpexpress.wordpress.com Page 3 INVOICELY, former Invoiceable.co is an online software
- 4. www.thevpexpress.wordpress.com Page 4 That allows you to create and send invoices
- 5. www.thevpexpress.wordpress.com Page 5 In a simplest and cheapest way as possible
- 23. www.thevpexpress.wordpress.com Page 23Your Tax ID or VAT if any
- 28. www.thevpexpress.wordpress.com Page 28For now, just click here
- 30. www.thevpexpress.wordpress.com Page 30Or click I’m an individual
- 32. www.thevpexpress.wordpress.com Page 32Click Start using invoicely
- 34. www.thevpexpress.wordpress.com Page 34This is your Dashboard
- 35. www.thevpexpress.wordpress.com Page 35You can see your Varity URL here
- 36. www.thevpexpress.wordpress.com Page 36You can see your Recent Activity here
- 51. www.thevpexpress.wordpress.com Page 51Refresh the invoice page and see the changes
- 56. www.thevpexpress.wordpress.com Page 56This is the Current Date
- 57. www.thevpexpress.wordpress.com Page 57Click the dropdown arrow for Invoice Due
- 59. www.thevpexpress.wordpress.com Page 59You can select the number of days
- 60. www.thevpexpress.wordpress.com Page 60Or click Custom to input the specified date
- 61. www.thevpexpress.wordpress.com Page 61Another box will appear, click here
- 63. www.thevpexpress.wordpress.com Page 63There you have the Due Date here
- 64. www.thevpexpress.wordpress.com Page 64Enter the Purchase Order No. if there is any
- 66. www.thevpexpress.wordpress.com Page 66To add client, click New Client
- 67. www.thevpexpress.wordpress.com Page 67Fill in the information of your New Client
- 68. www.thevpexpress.wordpress.com Page 68Enter the First Name of your new client
- 75. www.thevpexpress.wordpress.com Page 75Click Show more to add other details if any
- 76. www.thevpexpress.wordpress.com Page 76Fill in other details below
- 78. www.thevpexpress.wordpress.com Page 78New Client has been added
- 79. www.thevpexpress.wordpress.com Page 79Enter the Items sold here
- 83. www.thevpexpress.wordpress.com Page 83Click here to add date
- 84. www.thevpexpress.wordpress.com Page 84Click here to add link
- 87. www.thevpexpress.wordpress.com Page 87Click here to add discount
- 88. www.thevpexpress.wordpress.com Page 88Click here to add shipping details
- 89. www.thevpexpress.wordpress.com Page 89Click here to select unit of measure
- 91. www.thevpexpress.wordpress.com Page 91If you want a Default Note, click here
- 95. www.thevpexpress.wordpress.com Page 95Select from the following
- 96. www.thevpexpress.wordpress.com Page 96Do the same procedure on the first line
- 97. www.thevpexpress.wordpress.com Page 97This is the total amount billed to client
- 99. www.thevpexpress.wordpress.com Page 99Select from the following
- 102. www.thevpexpress.wordpress.com Page 102Let’s send the invoice to client, click Actions
- 105. www.thevpexpress.wordpress.com Page 105Great! Your first invoice has been sent to client
- 106. www.thevpexpress.wordpress.com Page 106Your recent activities were posted here
- 108. www.thevpexpress.wordpress.com Page 108 You can create your own report
- 116. www.thevpexpress.wordpress.com Page 116Now, this is your report
- 117. www.thevpexpress.wordpress.com Page 117You can also click Invoices to see the summary
- 118. www.thevpexpress.wordpress.com Page 118This is the location of your invoice tracker
- 119. www.thevpexpress.wordpress.com Page 119 Let us create your billings from clients
- 122. www.thevpexpress.wordpress.com Page 122You can create new bill
- 125. www.thevpexpress.wordpress.com Page 125Fill in the same information listed below
- 126. www.thevpexpress.wordpress.com Page 126Here is the sample bill
- 129. www.thevpexpress.wordpress.com Page 129Now, here is your Bills Summary
- 130. www.thevpexpress.wordpress.com Page 130Go back to your Dashboard
- 131. www.thevpexpress.wordpress.com Page 131You can monitor your receivables and payables located below
- 132. www.thevpexpress.wordpress.com Page 132 That’s it! You will not be worried how your business works
- 133. www.thevpexpress.wordpress.com Page 133 By using INVOICELY, you can now track your accounting records
- 134. www.thevpexpress.wordpress.com Page 134 But it would be better if an Accountant will handle your tasks
- 135. www.thevpexpress.wordpress.com Page 135 And I’m proud to be an Accounting Graduate, NOW YOU KNOW…