How to Use Invoiceable

Published on January 2017 | Categories: Documents | Downloads: 52 | Comments: 0 | Views: 353
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How to Use

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Open your browser

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Type in www.invoiceable.co

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Then hit the “Enter” key

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

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You will be directed to the
Invoiceable page

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Click “Sign up”

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Then you’ll be asked to fill
out this form

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Enter your name

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Your e-mail address

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And your password

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Then click “Get Started”

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This is the Invoiceable
dashboard

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Let’s add an invoice by
clicking “Invoices”

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You’ll be taken to this page

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Click “Add Invoice”

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Then this form will show up

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Fill out this form

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No need to change this

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because this is your first
invoice

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Click this

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Then click “Add Client”

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This will pop up

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Write your client’s name
inside the box

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Then click “Ok”

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There goes your client’s
name

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Click “Payment Terms”

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Then choose from the
options

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Choose “No”

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Click “Advanced Options”

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So you can add more
details

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Now you can choose the
currency

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You can skip “PO
Number”, it’s optional

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You can give discounts if
you want

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Click the date when you
issued the invoice

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You can choose whether
you want your client

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to be able to view the
invoice

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Or just keep it private

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You can also choose whether
you will allow Paypal payments

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Or not

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Choose whether you want a
recurring invoice or not

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If you choose “Yes”

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Then you can choose from
the frequency options below

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But for this tutorial, let’s
choose “No”

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You can also choose

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if you want it to be sent
automatically or not

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When done filling out the
fields

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Click “Save Changes”

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You will be directed to this page
afterwards

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You can edit your invoice
on this page

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Change the invoice title
by clicking this icon

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Type in the title of your
invoice

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Then click this check mark

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There goes your invoice
title

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Click here if you want to
add a description

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Write your description in
the box

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Then click the green check
icon

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There goes your
description

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Let’s now add specific
items

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Go to “Item”

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Write the item title

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Write also a description
about your item

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Type in the amount here

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The quantity

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The total cost will be
automatically computed

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Then click the “check”
mark

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Here now is your invoice

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Closer look at the details

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Now look at this menu above

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Click “Edit Invoice”

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If you want to make more
changes in your invoice

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Click “Edit Client”

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Then fill out this form

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You already put the name
of your client earlier

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Just write your clients email
address

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You may fill in the other
fields if you want

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When done, click “Save
Changes”

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Click “Send to Client”

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This will show up

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Check the details

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Then click “Send Invoice”

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You will be directed to
“Invoice” page

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If you want to follow up the
payment

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Just click Re-send

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This again will show up

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Just click “Send Invoice”

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If the client already gave
the payment

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

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Go to “Edit”

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Go to the “Paid” dropdown menu

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Choose “Yes”

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Then click “Save Changes”

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Then “Invoice” tab is now
empty

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That means, you don’t
have any invoice left

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You can now find that
paid invoice

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When you click the “Paid”
tab

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There goes your paid
invoice

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

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When you go back to your
“Dashboard”

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You will see the graphic
presentation of your earnings

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When you go to “Items”

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You will see all your items
on this page

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When you go to “Clients”

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You’ll see all your clients’
names

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And the last one is
“Report”

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It’s just like keeping records
of specific items

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Let’s say you want to
make a report

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about the payment you
collected within six months

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Click here

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Fill out this form

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Think of a name for your
report

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Make changes in the
dates if necessary

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Then click “Save Changes”

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There goes your report

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There you have it!

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

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You now have a free
invoicing tool

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That will be very helpful for
your online businesses

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So go ahead and try it
yourself!

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Money won’t create success,
the freedom to make it will.
--Nelson Mandela

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