How to Use InvoiceOcean as Billing Manager
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Transcript of How to Use InvoiceOcean as Billing Manager
How to use
1ALFIE ABIABI – YOUR FANTASTIC SMART VA
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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