how to use invoiceocean as billing manager
DESCRIPTION
InvoiceOcean is a billing manager site that is useful in making invoices for your clients as to selling goods and offering services for fee. This site is free to register. It has also other features that is useful for your business.TRANSCRIPT
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How to use
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Let us know first the purpose of
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using Invoice Ocean asBilling Manager software.
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Invoice Ocean is a software to online invoicing.
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This can be used to bill clients
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for services rendered or
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for products sold.
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Now let us begin.
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Go to www.invoiceocean.com
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Your InvoiceOcean page.
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Click “Sign up”
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Then fill up the required fields
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by typing email address
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and password.
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Then click “Register.”
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Then type your invoiceocean domain
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Click “Create”
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Processing…
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Your InvoiceOcean Account
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The first thing you do is to
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type name of clients for billing purpose.
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On the Upper Left Side,
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you can see “Clients.”
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Click “Clients.”
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This is to automatically generate
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names of clients during invoice generation.
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To name clients,
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Click “Add new client”
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A new page opens.
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You have to fill up the required fields
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about your client.
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In this example we will use my
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other email address for presentation purpose.
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Type Client’s Name,
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Tax Identification number
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address of your client
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Check the box if you
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will use delivery address.
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Then type delivery address
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and fill up other fields.
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Then you can also add note.
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Now if you want to fill up
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other important information about your client,
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like bank details, default payment terms, discount, etc
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Click “See more options”
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and fill these up.
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After filling up all required fields
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about your client, click “Save.”
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If you want to delete,
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Click here.
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Pop-up appears
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Then click “OK.”
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If you want to add another client,
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Click “Add another client.”
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Then fill up again the required fields
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about your client #2.
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Now you can see the
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the summary of information
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about your client.
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If you want to edit,
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Click this button
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Click “Edit”
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Now the next step is to
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create invoice for the client.
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Go to the main page
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Click “Invoice”
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Now fill up the fields step by step.
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On the “Kind” button
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You have the option to choose
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Invoice or Estimate by
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clicking one of the two.
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Then Invoice number
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If you want to change it,
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type the invoice number.
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Then the “Issue Date”
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You have the option to change it
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by clicking the box
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and choose the issue date
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by clicking it.
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Then fill up the “Seller” fields
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If you want more information,
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click this button
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and fill up the fields.
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Then fill up the “Buyer” side
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You can click the box under “Buyer”
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click the client name from
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Clients list.
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Then automatically the fields are filled up.
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If you want to add more information,
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Click this one
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Then fill up the “Invoice” side
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name of the product
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quantity of the product
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unit of the product
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unit price of the product
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Tax rate
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Click here if there is a discount
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If you want to add item,
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Click this one
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If you want to delete item,
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Click this one
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Then Payment Type
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Due date
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Currency
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Then language
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and click “Save.”
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Processing…
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There you have your invoice
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You have the option to
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send the invoice
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Click “Send”
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Print the invoice
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Export invoice
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More options
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Edit invoice
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Delete invoice
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Fight the good fightof faith.
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