How to Use Invoiceable: Your Online Invoice Processing Tool
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Transcript of How to Use Invoiceable: Your Online Invoice Processing Tool
7/21/2019 How to Use Invoiceable: Your Online Invoice Processing Tool
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How
to Use
1© Flor Angeles – How to Use Invoiceable
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What
is
Invoiceable?2© Flor Angeles – How to Use Invoiceable
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Invoiceable
is a free software
3© Flor Angeles – How to Use Invoiceable
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that lets you create
invoices for free
4© Flor Angeles – How to Use Invoiceable
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online, send it and
get paid through
PayPal
5© Flor Angeles – How to Use Invoiceable
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How to
Sign Up for
an Account?6© Flor Angeles – How to Use Invoiceable
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Open your web
browser
7© Flor Angeles – How to Use Invoiceable
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Look here in the
address bar
8© Flor Angeles – How to Use Invoiceable
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Click inside the
bar
9© Flor Angeles – How to Use Invoiceable
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Type in
https://invoiceable.com
and press Enter
10© Flor Angeles – How to Use Invoiceable
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The home page appears
11© Flor Angeles – How to Use Invoiceable
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Click on Sign up
12© Flor Angeles – How to Use Invoiceable
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Sign up for your
free accountwindow appears
13© Flor Angeles – How to Use Invoiceable
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Enter your
First Name
14© Flor Angeles – How to Use Invoiceable
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Enter your
Email Address
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Enter your
Password
16© Flor Angeles – How to Use Invoiceable
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Click on Get
Started button
17© Flor Angeles – How to Use Invoiceable
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The Dashboard window
will appear
18© Flor Angeles – How to Use Invoiceable
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How to
Set Up Your
Company
Account?19© Flor Angeles – How to Use Invoiceable
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20© Flor Angeles – How to Use Invoiceable
Click on
Account button
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21© Flor Angeles – How to Use Invoiceable
Select on Company
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22© Flor Angeles – How to Use Invoiceable
Fill-out the Company
details
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23© Flor Angeles – How to Use Invoiceable
Enter your Company
Name
E t
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24© Flor Angeles – How to Use Invoiceable
Enter your
Company Address
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25© Flor Angeles – How to Use Invoiceable
Click here to upload
your Company Logo
E t C
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26© Flor Angeles – How to Use Invoiceable
Enter Company
Phone Number
E t T itt
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27© Flor Angeles – How to Use Invoiceable
Enter Twitter
Account, if available
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28© Flor Angeles – How to Use Invoiceable
Enter Additional Details
like email address
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29© Flor Angeles – How to Use Invoiceable
Click on Save Changes
if you’re done
T dd C
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30© Flor Angeles – How to Use Invoiceable
To add your Company
Preferences, click here
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31© Flor Angeles – How to Use Invoiceable
Preferences window
will appear
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32© Flor Angeles – How to Use Invoiceable
Select Time Zone here
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33© Flor Angeles – How to Use Invoiceable
Select Date Format here
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34© Flor Angeles – How to Use Invoiceable
Select Start Week here
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35© Flor Angeles – How to Use Invoiceable
Choose Financial Year here
Pi k C h
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36© Flor Angeles – How to Use Invoiceable
Pick Currency here
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37© Flor Angeles – How to Use Invoiceable
Choose Language here
Ti k th i t
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38© Flor Angeles – How to Use Invoiceable
Tick these icons to
enable Tax
E t P P l E il
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39© Flor Angeles – How to Use Invoiceable
Enter PayPal Email
here
Cli k S Ch
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40© Flor Angeles – How to Use Invoiceable
Click on Save Changes
when you’re done
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41© Flor Angeles – How to Use Invoiceable
To add Company
Templates, click here
T l t i d
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42© Flor Angeles – How to Use Invoiceable
Templates window
appears
T I i F t
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43© Flor Angeles – How to Use Invoiceable
Type your Invoice Footer
Y t
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44© Flor Angeles – How to Use Invoiceable
You can type a
customize message here
You can also type a message
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45© Flor Angeles – How to Use Invoiceable
You can also type a message
for overdue invoices here
Click on Save Changes
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46© Flor Angeles – How to Use Invoiceable
Click on Save Changes
if you’re done
H t
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How to
Create Your
First
Invoice?47© Flor Angeles – How to Use Invoiceable
I D hb d
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In your Dashboard,
click on Add Invoice
48© Flor Angeles – How to Use Invoiceable
Th I i i d
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49© Flor Angeles – How to Use Invoiceable
The Invoice window
will appear
E t R f N b
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50© Flor Angeles – How to Use Invoiceable
Enter Reference Number
or leave as it is
Click arrow down to
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51© Flor Angeles – How to Use Invoiceable
Click arrow down to
select or add client
Cli k Add Cli t
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52© Flor Angeles – How to Use Invoiceable
Click on Add Client
Thi ill
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53© Flor Angeles – How to Use Invoiceable
This will pop up
Enter Client Name
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54© Flor Angeles – How to Use Invoiceable
Enter Client Name
here
Then click on
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55© Flor Angeles – How to Use Invoiceable
Then click on
OK button
The name of the client
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56© Flor Angeles – How to Use Invoiceable
The name of the client
will appear here
For Payment Terms
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57© Flor Angeles – How to Use Invoiceable
For Payment Terms,
click the dropdown arrow
You may select from the
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58© Flor Angeles – How to Use Invoiceable
You may select from the
following days
Or Custom Date
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59© Flor Angeles – How to Use Invoiceable
Or Custom Date
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In this case wewill use the
default
payment terms60© Flor Angeles – How to Use Invoiceable
Click on
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61© Flor Angeles – How to Use Invoiceable
Click on
Due on Receipt
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It means that the clients
need to pay
you62© Flor Angeles – How to Use Invoiceable
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as soon as they
received the
invoice63© Flor Angeles – How to Use Invoiceable
To know if the client already
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64© Flor Angeles – How to Use Invoiceable
To know if the client already
paid you, click here
Select either
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65© Flor Angeles – How to Use Invoiceable
Select either
Yes or No
For other options on your
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66© Flor Angeles – How to Use Invoiceable
o o e op o s o you
invoice, click on
Advanced Options
Click here to select
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67© Flor Angeles – How to Use Invoiceable
Click here to select
Currency
Enter PO Number,
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68© Flor Angeles – How to Use Invoiceable
Enter PO Number,
if applicable
To give Discount,
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69© Flor Angeles – How to Use Invoiceable
To give Discount,
enter number here
Enter Issued Date of the
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70© Flor Angeles – How to Use Invoiceable
Enter Issued Date of the
invoice here
Select here to view invoice
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71© Flor Angeles – How to Use Invoiceable
Select here to view invoice
either public or private
Choose here to enable or
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72© Flor Angeles – How to Use Invoiceable
Choose here to enable or
disable online payment
Pick here to send
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73© Flor Angeles – How to Use Invoiceable
Pick here to send
reminders to client or not
Select here to make the
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74© Flor Angeles – How to Use Invoiceable
Select here to make the
invoice recurring or not
Once you’re done,
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75© Flor Angeles – How to Use Invoiceable
O ce you e do e,
click on Save Changes
The draft invoice appears
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76© Flor Angeles – How to Use Invoiceable
The draft invoice appears
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How to
Edit or Change
Your
Draft Invoice?77© Flor Angeles – How to Use Invoiceable
From the Dashboard
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78© Flor Angeles – How to Use Invoiceable
From the Dashboard,
click on Invoices
The Invoices window
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79© Flor Angeles – How to Use Invoiceable
The Invoices window
will appear
You can see the
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80© Flor Angeles – How to Use Invoiceable
You can see the
draft invoices details
Click here to view
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81© Flor Angeles – How to Use Invoiceable
Click here to view
your draft invoice
This will appear
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82© Flor Angeles – How to Use Invoiceable
This will appear
To change invoice name,
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83© Flor Angeles – How to Use Invoiceable
To change invoice name,
click the pencil icon
Type the new invoice
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84© Flor Angeles – How to Use Invoiceable
Type the new invoice
name here
Click the green check
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85© Flor Angeles – How to Use Invoiceable
Click the green check
icon to save changes
To add the product or
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86© Flor Angeles –
How to Use Invoiceable
To add the product or
service details, click here
Enter Item Number here
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87© Flor Angeles –
How to Use Invoiceable
Enter Item Number here
Enter Item Description here
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How to Use Invoiceable
Enter Item Description here
Enter Unit Cost here
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How to Use Invoiceable
Enter Unit Cost here
Enter Quantity here
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How to Use Invoiceable
Enter Quantity here
Total Cost will be
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91© Flor Angeles –
How to Use Invoiceable
Total Cost will be
reflected here
Click the green check
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92© Flor Angeles –
How to Use Invoiceable
Click the green check
icon to save
To Add Item just click
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93© Flor Angeles –
How to Use Invoiceable
To Add Item just click
here
See the Total Amount
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How to Use Invoiceable
See the Total Amount
and Balance here
To add notes just
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95© Flor Angeles –
How to Use Invoiceable
To add notes just
click the pencil icon
If you’re done, click here
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96© Flor Angeles –
How to Use Invoiceable
you e do e, c c e e
to save invoice
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97© Flor Angeles –
How to Use Invoiceable
But if youstill need
to edit
some items
Click on Edit Invoice
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98© Flor Angeles –
How to Use Invoiceable
This will appear and you
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99© Flor Angeles –
How to Use Invoiceable
pp y
do the changes
To edit client details,
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100© Flor Angeles –
How to Use Invoiceable
,
click on Edit Client
This will appear and
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101© Flor Angeles –
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pp
you can modify it
H t
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How to
Send the
Invoice
to Client?102© Flor Angeles
– How to Use Invoiceable
Click on Send to Client
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button
If h ’t
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If you haven’t
set up your
client’s contact
information104© Flor Angeles
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This will appear
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How to Use Invoiceable
pp
Click here to enter
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client’s contactdetails
You can add the client’s
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main contact here
Enter Email Address
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How to Use Invoiceable
here
Enter Telephone Number
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p
here
Enter Fax Number
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here
Enter Mobile Number
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here
Enter Website
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How to Use Invoiceable
here
Enter Address
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How to Use Invoiceable
here
Select Group
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here
And put other
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How to Use Invoiceable
information here
Click on Save Changes
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if you’re done
You can now
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You can now
send the
invoice to your
client117© Flor Angeles
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after you’ve
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after you’ve
added
his/ her
contact details118© Flor Angeles
– How to Use Invoiceable
Just click on Send to
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How to Use Invoiceable
Client button
This window will appear
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How to Use Invoiceable
Click on Send Invoice
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How to Add
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How to Add
Payment
Received from
the Client?122© Flor Angeles
– How to Use Invoiceable
From the Invoices window,
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How to Use Invoiceable
click on Options icon
This will appear
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How to Use Invoiceable
Click on View Payments
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This appears, click on
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How to Use Invoiceable
Add Payment
Enter Amount Paid
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Enter Date
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Enter Description
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Then click Save Changes
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On Invoices window,
li k P id b tt t
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How to Use Invoiceable
click Paid button to see
payment status
How to
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How to
Generate
Invoice
Report?132© Flor Angeles
– How to Use Invoiceable
Click on Reports Tab
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This will appear,
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How to Use Invoiceable
click on Add Report
This appears,
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How to Use Invoiceable
enter Report Name
Enter Client
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How to Use Invoiceable
Select Currency
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Select Paid
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Select scope of
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your report here
Choose visibility of your
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How to Use Invoiceable
report here
When you’re done,
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How to Use Invoiceable
click on Save Changes
This appears, click on
i i
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How to Use Invoiceable
View Report icon
Here comes your report for
the month of January
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the month of January
It’s now your
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It s now your
turn to make
your own
Invoice! 144© Flor Angeles
– How to Use Invoiceable
There are no limits
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to the mind exceptthose that weacknowledge.
- Napoleon Hill© Flor Angeles
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