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 How to use Invoiceable  Jo Elaine Marcial - Astonishing Virtual Professional 1

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  • How to use

    Invoiceable

    Jo Elaine Marcial - Astonishing Virtual Professional

    1

  • Invoiceable makes it easy to

    create, send and manage

    Jo Elaine Marcial - Astonishing Virtual Professional

    2

  • Simple and professional

    looking invoices, in seconds

    Jo Elaine Marcial - Astonishing Virtual Professional

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  • Use all of the invoicing features

    for free

    Jo Elaine Marcial - Astonishing Virtual Professional

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  • No limits on the number of

    invoices you can send

    Jo Elaine Marcial - Astonishing Virtual Professional

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  • No limit on features you can

    access

    Jo Elaine Marcial - Astonishing Virtual Professional

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  • No limit on number of clients

    you can manage

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  • To use invoiceable you need the

    following

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  • Computer

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  • Internet connection

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  • Web Browser

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  • Invoiceable account

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  • Lets Start

    Jo Elaine Marcial - Astonishing Virtual Professional

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  • Open your web browser

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  • Go to www.invoiceable.com

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  • Click Log in if you have already

    an account

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  • Click sign-up if you dont an account

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  • Enter your first name

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  • Enter your email

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  • Enter your password

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  • Click Get Started

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  • Welcome to invoiceable

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  • To create an invoice

    Click Invoices

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  • Click Invoices

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  • Click Add invoice

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  • If you want to edit the

    reference number

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  • Click Reference #

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  • Enter your desired reference

    number

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  • Click on the Client Box drop

    down arrow

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  • Select add client

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  • A dialog box will appear, enter

    nameof the Client

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  • Click Ok

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  • Click Payment Terms drop

    down arrow

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  • Choose Payment Term

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  • Click Advanced Options

    Jo Elaine Marcial - Astonishing Virtual Professional

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  • Add more details

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  • Change the currency

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  • Click the dropdown arrow

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  • Select your currency

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  • Choose who can view your

    invoice

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  • Click the dropdon arrow

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  • Select the privacy of your

    invoice

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  • Enable or Disable online

    payments

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  • Click Save Changes when done

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  • You will be able to preview your

    invoice

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  • You can edit your current

    invoice

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  • Edit Invoice title

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  • Enter a title

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  • Click the check icon when done

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  • You can also add a description

    on your invoice

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  • Enter description

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  • Click the check icon

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  • Enter the Item

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  • Enter description

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  • Enter unit cost

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  • Enter Quantity

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  • Invoiceable will automatically

    compute the total cost

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  • Click the check icon

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  • Click Add Item

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  • To add a new item on

    the same invoice

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  • Click Save Invoices

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  • Invoices can be sent to

    clients thru Email

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  • Click Send to Client

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  • Click here to set up email

    contact

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  • Enter the details of your client

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  • Click Save Changes

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  • Client details are now saved

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  • To see all related invoices of

    your client

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  • Click invoices

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  • Invoices of your client will

    appear

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  • Click to view invoice

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  • Click to save or duplicate

    invoice

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  • Click to edit invoice

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  • Click to delete invoice

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  • Send invoice to your client

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  • Click send invoice

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  • Click Send Invoice

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  • Re-send invoice to follow up

    payment from client

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  • Click Re-send to client

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  • Client can pay you by Paypal

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  • By using the link noted on the

    Invoice email

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  • If payment has been made

    you can edit the invoice

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  • Click Pen icon to edit

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  • Click Paid drop down arrow

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  • Click Yes

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  • Click Save Changes

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  • You can now view the invoice

    under Paid Tab

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  • Click Dashboard

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  • To overview your invoices

    and transaction

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  • It has your yearly summary

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  • And analysis of your payment

    collection

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  • Collected and outstanding

    payment

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  • Client Overview

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  • To create a report

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  • Click Reports Tab

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  • Click Add report

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  • Enter details

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  • Click Save Changes

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