How to Use Invoiceable

2015 Eileen B. Gonzales 12015 Eileen B. Gonzales 1

How to Use


Open your browser


Type in www.invoiceable.co


Then hit the Enter key

Credits: (http://pixabay.com/en/keyboard-input-enter-key-enter-453798/)


You will be directed to the

Invoiceable page


Click Sign up


Then youll be asked to fill

out this form


Enter your name


Your e-mail address


And your password


Then click Get Started


This is the Invoiceable

dashboard


Lets add an invoice by

clicking Invoices


Youll be taken to this page


Click Add Invoice


Then this form will show up


Fill out this form


No need to change this


because this is your first

invoice


Click this


Then click Add Client


This will pop up


Write your clients name

inside the box


Then click Ok


There goes your clients

name


Click Payment Terms


Then choose from the

options


Choose No


Click Advanced Options


So you can add more

details


Now you can choose the

currency


You can skip PO

Number, its optional


You can give discounts if

you want


Click the date when you

issued the invoice


You can choose whether

you want your client


to be able to view the

invoice


Or just keep it private


You can also choose whether

you will allow Paypal payments


Or not


Choose whether you want a

recurring invoice or not


If you choose Yes


Then you can choose from

the frequency options below

2015 Eileen B. Gonzales 45

But for this tutorial, lets

choose No


You can also choose


if you want it to be sent

automatically or not


When done filling out the

fields


Click Save Changes


You will be directed to this page

afterwards


You can edit your invoice

on this page


Change the invoice title

by clicking this icon


Type in the title of your

invoice


Then click this check mark


There goes your invoice

title


Click here if you want to

add a description


Write your description in

the box


Then click the green check

icon


There goes your

description


Lets now add specific

items


Go to Item


Write the item title


Write also a description

about your item


Type in the amount here


The quantity


The total cost will be

automatically computed


Then click the check

mark


Here now is your invoice


Closer look at the details


Now look at this menu above


Click Edit Invoice


If you want to make more

changes in your invoice


Click Edit Client


Then fill out this form


You already put the name

of your client earlier


Just write your clients email

address


You may fill in the other

fields if you want


When done, click Save

Changes


Click Send to Client


This will show up


Check the details


Then click Send Invoice


You will be directed to

Invoice page


If you want to follow up the

payment


Just click Re-send


This again will show up


Just click Send Invoice


If the client already gave

the payment

Credit: (http://pixabay.com/en/bag-cash-money-pay-payment-158886/)


Go to Edit


Go to the Paid drop-

down menu


Choose Yes


Then click Save Changes


Then Invoice tab is now

empty


That means, you dont

have any invoice left


You can now find that

paid invoice


When you click the Paid

tab


There goes your paid

invoice


Credits: (http://pixabay.com/en/hand-like-thumb-up-confirm-okay-157251/)


When you go back to your

Dashboard


You will see the graphic

presentation of your earnings


When you go to Items


You will see all your items

on this page


When you go to Clients


Youll see all your clients

names


And the last one is

Report


Its just like keeping records

of specific items


Lets say you want to

make a report


about the payment you

collected within six months


Click here


Fill out this form


Think of a name for your

report


Make changes in the

dates if necessary


Then click Save Changes


There goes your report


There you have it!

Credits: (http://pixabay.com/en/applauding-claps-hand-audience-41640/)


You now have a free

invoicing tool


That will be very helpful for

your online businesses


So go ahead and try it

yourself!


Money wont create success, the freedom to make it will.

--Nelson Mandela

How to Use Invoiceable

Documents

Transcript of How to Use Invoiceable