How to Use Invoiceable
description
Transcript of How to Use Invoiceable
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How to use
Invoiceable
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Invoiceable makes it easy to
create, send and manage
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Simple and professional
looking invoices, in seconds
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Use all of the invoicing features
for free
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No limits on the number of
invoices you can send
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No limit on features you can
access
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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
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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
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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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