How to Use Invoiceable

Published on July 2016 | Categories: Documents | Downloads: 67 | Comments: 0 | Views: 512
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How to use
Invoiceable


Jo Elaine Marcial - Astonishing Virtual
Professional

1

Invoiceable makes it easy to
create, send and manage

Jo Elaine Marcial - Astonishing Virtual
Professional

2

Simple and professional
looking invoices, in seconds

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Professional

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Use all of the invoicing features
for free

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Professional

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No limits on the number of
invoices you can send

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Professional

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No limit on features you can
access

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Professional

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No limit on number of clients
you can manage

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Professional

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To use invoiceable you need the
following

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Professional

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Computer

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Professional

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Internet connection

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Professional

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Web Browser

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Professional

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Invoiceable account

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Professional

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Let’s Start

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Professional

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Open your web browser

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Go to www.invoiceable.com

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Professional

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Click Log in if you have already
an account

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Professional

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Click sign-up if you don’t an
account

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Professional

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Enter your first name

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Professional

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Enter your email

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Professional

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Enter your password

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Professional

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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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Professional

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Click Invoices

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Professional

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Click Add invoice

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If you want to edit the
reference number

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Professional

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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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Professional

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A dialog box will appear, enter
nameof the Client

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Click Ok

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Professional

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Click Payment Terms drop
down arrow

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Professional

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Choose Payment Term

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Professional

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Click Advanced Options

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Professional

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Add more details

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Professional

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Change the currency

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Professional

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Click the dropdown arrow

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Professional

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Select your currency

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Professional

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Choose who can view your
invoice

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Professional

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Click the dropdon arrow

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Select the privacy of your
invoice

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Professional

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Enable or Disable online
payments

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Professional

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Click Save Changes when done

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Professional

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You will be able to preview your
invoice

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Professional

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You can edit your current
invoice

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Professional

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Edit Invoice title

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Professional

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Enter a title

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Professional

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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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Professional

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Enter description

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Professional

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Click the check icon

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Professional

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Enter the Item

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Professional

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Enter description

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Professional

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Enter unit cost

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Professional

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Enter Quantity

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Professional

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Invoiceable will automatically
compute the total cost

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Professional

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Click the check icon

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Professional

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Click “Add Item”

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To add a new item on
the same invoice

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Professional

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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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Professional

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Enter the details of your client

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Professional

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Click Save Changes

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Professional

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Client details are now saved

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Professional

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To see all related invoices of
your client

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Professional

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Click invoices

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Professional

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Invoices of your client will
appear

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Professional

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Click to view invoice

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Professional

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Click to save or duplicate
invoice

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Professional

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Click to edit invoice

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Professional

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Click to delete invoice

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Professional

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Send invoice to your client

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Professional

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Click send invoice

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Professional

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Click Send Invoice

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Professional

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Re-send invoice to follow up
payment from client

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Professional

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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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Professional

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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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Professional

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Click Save Changes

Jo Elaine Marcial - Astonishing Virtual
Professional

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Jo Elaine Marcial - Astonishing Virtual
Professional

99

Jo Elaine Marcial - Astonishing Virtual
Professional

100

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