How to Use Invoiceable

How To Use

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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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It is an online invoicing tool

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that helps user gets paid
faster

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Let us start and make our
first invoice

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Open your browser

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Type www.invoiceable.com

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Create an account by
clicking Sign up

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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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Here is Invoiceable’s
Dashboard

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To make a new invoice, Click
Add Invoice

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Type the Reference Number

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To select a client, click this

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Click Add Client

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Type the name of the
client here

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Click OK

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Select Payment Terms, click
here

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Let’s choose 14 days

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You can set the date on
when it’ll be due

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To do that, click Custom
Date

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A calendar is provided for
you to select a date

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Let’s say invoice will be due
August 30, 2015

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Click this

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Then select 30

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Invoice is not yet paid, so
select No

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For additional details, click
Advanced Options

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To select the currency,
click this

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For example, I need Euro
currency, so I’ll click this

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If there’s a PO, write the PO
number here

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For discount, type the
percentage here

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This is the date of issue of
the invoice

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If you want invoice to be
public, click this

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To keep it private, click this

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To allow PayPal payment,
click this

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If no PayPal payments, click
this

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For recurring invoice, the
invoice will duplicate the
invoice

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every week, month or year
starting on the date above

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Let’s make it a recurring
invoice, click Yes

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Select the frequency

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For Autosend, if invoice will
be automatically sent to
client

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Click Yes

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If not, then Click No

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Click Save Changes

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Here is now the draft invoice
ready for editing

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Let’s add item to the
invoice, click inside this box

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Item is the product or
service sold to customer

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Type a brief description here

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Type the Unit Cost here

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Type the Quantity here

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Notice that cost is
automatically calculated
upon typing quantity

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Click the Check to Save

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These figures are
automatically computed also

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You can add another item by
clicking Add Item

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Let us edit this and change
it to “Service Invoice”

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Click this

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Type the new invoice title

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Click the Check to Save

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Let’s now add a description
here

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Click this

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Type the description

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Click the Check to Save

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Let’s add a footer to the
invoice. Click this

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Type inside the box

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Click the Check to Save

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This is how the invoice looks
now

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If the client already has
advance payment, click this

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Type Amount paid

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Select the date from the
calendar

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Type a brief description

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Click Save Changes

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Notice that invoice is marked
Paid and Balance is €0

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To download a PDF copy of
the invoice, click this

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Pdf file of the invoice is
downloaded. Click to open

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Click Back to Invoices

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You will be directed to this
page

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To create a new invoice,
click Add Invoice

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Just created a new invoice,
let’s send it to client

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Click Send to Client

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Need to set up contact
details of client first.

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Click this

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Click Add Contact

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Type contact’s name

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Click OK

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Type email address of the
contact

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Click OK

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Type whatever details of the
client you have here

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Click Save Changes

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Client is now added in the
Client’s Tab

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To go back to the Invoice for
sending, click this

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Click the invoice we need to
send

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Click Send to Client

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Click Send Invoice

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And that’s it!

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In case you need to send
again, click this

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There is also an option to
export in CSV all

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created invoices. Click
Export to CSV

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Click here to open the
downloaded CSV file

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To update details of your
company, click Account

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Select My Company

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Here you can update your
Company Name and Logo

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Also, you can add your
company address here

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Update your PayPal email
and Financial Year here

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Finally customize your
invoice footer and default
email here

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When done, just Click Save
Changes

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For add-ons, there is
payment required as follows

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Congratulations! By now,
you know how to use
Invoiceable.

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“A dream doesn’t become
reality through magic; it
takes sweat, determination
and hard work.”
-Colin Powell
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