How
to Use
1 © Flor Angeles – How to Use Invoiceable
What
is
Invoiceable?
2 © Flor Angeles – How to Use Invoiceable
Invoiceable
is a free software
3 © Flor Angeles – How to Use Invoiceable
that lets you create
invoices for free
4 © Flor Angeles – How to Use Invoiceable
online, send it and
get paid through
PayPal
5 © Flor Angeles – How to Use Invoiceable
How to
Sign Up for
an Account? 6 © Flor Angeles – How to Use Invoiceable
Open your web
browser
7 © Flor Angeles – How to Use Invoiceable
Look here in the
address bar
8 © Flor Angeles – How to Use Invoiceable
Click inside the
bar
9 © Flor Angeles – How to Use Invoiceable
Type in https://invoiceable.com
and press Enter
10 © Flor Angeles – How to Use Invoiceable
The home page appears
11 © Flor Angeles – How to Use Invoiceable
Click on Sign up
12 © Flor Angeles – How to Use Invoiceable
Sign up for your
free account
window appears
13 © Flor Angeles – How to Use Invoiceable
Enter your
First Name
14 © Flor Angeles – How to Use Invoiceable
15 © Flor Angeles – How to Use Invoiceable
Enter your
Email Address
Enter your
Password
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Click on Get
Started button
17 © Flor Angeles – How to Use Invoiceable
The Dashboard window
will appear
18 © Flor Angeles – How to Use Invoiceable
How to
Set Up Your
Company
Account? 19 © Flor Angeles – How to Use Invoiceable
20 © Flor Angeles – How to Use Invoiceable
Click on
Account button
21 © Flor Angeles – How to Use Invoiceable
Select on Company
22 © Flor Angeles – How to Use Invoiceable
Fill-out the Company
details
23 © Flor Angeles – How to Use Invoiceable
Enter your Company
Name
24 © Flor Angeles – How to Use Invoiceable
Enter your
Company Address
25 © Flor Angeles – How to Use Invoiceable
Click here to upload
your Company Logo
26 © Flor Angeles – How to Use Invoiceable
Enter Company
Phone Number
27 © Flor Angeles – How to Use Invoiceable
Enter Twitter
Account, if available
28 © Flor Angeles – How to Use Invoiceable
Enter Additional Details
like email address
29 © Flor Angeles – How to Use Invoiceable
Click on Save Changes
if you’re done
30 © Flor Angeles – How to Use Invoiceable
To add your Company
Preferences, click here
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Preferences window
will appear
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Select Time Zone here
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Select Date Format here
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Select Start Week here
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Choose Financial Year here
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Pick Currency here
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Choose Language here
38 © Flor Angeles – How to Use Invoiceable
Tick these icons to
enable Tax
39 © Flor Angeles – How to Use Invoiceable
Enter PayPal Email
here
40 © Flor Angeles – How to Use Invoiceable
Click on Save Changes
when you’re done
41 © Flor Angeles – How to Use Invoiceable
To add Company
Templates, click here
42 © Flor Angeles – How to Use Invoiceable
Templates window
appears
43 © Flor Angeles – How to Use Invoiceable
Type your Invoice Footer
44 © Flor Angeles – How to Use Invoiceable
You can type a
customize message here
45 © Flor Angeles – How to Use Invoiceable
You can also type a message
for overdue invoices here
46 © Flor Angeles – How to Use Invoiceable
Click on Save Changes
if you’re done
How to
Create Your
First
Invoice? 47 © Flor Angeles – How to Use Invoiceable
In your Dashboard,
click on Add Invoice
48 © Flor Angeles – How to Use Invoiceable
49 © Flor Angeles – How to Use Invoiceable
The Invoice window
will appear
50 © Flor Angeles – How to Use Invoiceable
Enter Reference Number
or leave as it is
51 © Flor Angeles – How to Use Invoiceable
Click arrow down to
select or add client
52 © Flor Angeles – How to Use Invoiceable
Click on Add Client
53 © Flor Angeles – How to Use Invoiceable
This will pop up
54 © Flor Angeles – How to Use Invoiceable
Enter Client Name
here
55 © Flor Angeles – How to Use Invoiceable
Then click on
OK button
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The name of the client
will appear here
57 © Flor Angeles – How to Use Invoiceable
For Payment Terms,
click the dropdown arrow
58 © Flor Angeles – How to Use Invoiceable
You may select from the
following days
59 © Flor Angeles – How to Use Invoiceable
Or Custom Date
In this case we
will use the
default
payment terms 60 © Flor Angeles – How to Use Invoiceable
61 © Flor Angeles – How to Use Invoiceable
Click on
Due on Receipt
It means that
the clients
need to pay
you 62 © Flor Angeles – How to Use Invoiceable
as soon as
they
received the
invoice 63 © Flor Angeles – How to Use Invoiceable
64 © Flor Angeles – How to Use Invoiceable
To know if the client already
paid you, click here
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Select either
Yes or No
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For other options on your
invoice, click on
Advanced Options
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Click here to select
Currency
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Enter PO Number,
if applicable
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To give Discount,
enter number here
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Enter Issued Date of the
invoice here
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Select here to view invoice
either public or private
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Choose here to enable or
disable online payment
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Pick here to send
reminders to client or not
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Select here to make the
invoice recurring or not
75 © Flor Angeles – How to Use Invoiceable
Once you’re done,
click on Save Changes
76 © Flor Angeles – How to Use Invoiceable
The draft invoice appears
How to
Edit or Change
Your
Draft Invoice? 77 © Flor Angeles – How to Use Invoiceable
78 © Flor Angeles – How to Use Invoiceable
From the Dashboard,
click on Invoices
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The Invoices window
will appear
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You can see the
draft invoices details
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Click here to view
your draft invoice
82 © Flor Angeles – How to Use Invoiceable
This will appear
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To change invoice name,
click the pencil icon
84 © Flor Angeles – How to Use Invoiceable
Type the new invoice
name here
85 © Flor Angeles – How to Use Invoiceable
Click the green check
icon to save changes
86 © Flor Angeles – How to Use Invoiceable
To add the product or
service details, click here
87 © Flor Angeles – How to Use Invoiceable
Enter Item Number here
88 © Flor Angeles – How to Use Invoiceable
Enter Item Description here
89 © Flor Angeles – How to Use Invoiceable
Enter Unit Cost here
90 © Flor Angeles – How to Use Invoiceable
Enter Quantity here
91 © Flor Angeles – How to Use Invoiceable
Total Cost will be
reflected here
92 © Flor Angeles – How to Use Invoiceable
Click the green check
icon to save
93 © Flor Angeles – How to Use Invoiceable
To Add Item just click
here
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See the Total Amount
and Balance here
95 © Flor Angeles – How to Use Invoiceable
To add notes just
click the pencil icon
96 © Flor Angeles – How to Use Invoiceable
If you’re done, click here
to save invoice
97 © Flor Angeles – How to Use Invoiceable
But if you
still need
to edit
some items
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Click on Edit Invoice
99 © Flor Angeles – How to Use Invoiceable
This will appear and you
do the changes
100 © Flor Angeles – How to Use Invoiceable
To edit client details,
click on Edit Client
101 © Flor Angeles – How to Use Invoiceable
This will appear and
you can modify it
How to
Send the
Invoice
to Client? 102 © Flor Angeles – How to Use Invoiceable
103 © Flor Angeles – How to Use Invoiceable
Click on Send to Client
button
If you haven’t
set up your
client’s contact
information 104 © Flor Angeles – How to Use Invoiceable
105 © Flor Angeles – How to Use Invoiceable
This will appear
106 © Flor Angeles – How to Use Invoiceable
Click here to enter
client’s contact
details
107 © Flor Angeles – How to Use Invoiceable
You can add the client’s
main contact here
108 © Flor Angeles – How to Use Invoiceable
Enter Email Address
here
109 © Flor Angeles – How to Use Invoiceable
Enter Telephone Number
here
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Enter Fax Number
here
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Enter Mobile Number
here
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Enter Website
here
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Enter Address
here
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Select Group
here
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And put other
information here
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Click on Save Changes
if you’re done
You can now
send the
invoice to your
client 117 © Flor Angeles – How to Use Invoiceable
after you’ve
added
his/ her
contact details 118 © Flor Angeles – How to Use Invoiceable
119 © Flor Angeles – How to Use Invoiceable
Just click on Send to
Client button
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This window will appear
121 © Flor Angeles – How to Use Invoiceable
Click on Send Invoice
How to Add
Payment
Received from
the Client? 122 © Flor Angeles – How to Use Invoiceable
123 © Flor Angeles – How to Use Invoiceable
From the Invoices window,
click on Options icon
124 © Flor Angeles – How to Use Invoiceable
This will appear
125 © Flor Angeles – How to Use Invoiceable
Click on View Payments
126 © Flor Angeles – How to Use Invoiceable
This appears, click on
Add Payment
127 © Flor Angeles – How to Use Invoiceable
Enter Amount Paid
128 © Flor Angeles – How to Use Invoiceable
Enter Date
129 © Flor Angeles – How to Use Invoiceable
Enter Description
130 © Flor Angeles – How to Use Invoiceable
Then click Save Changes
131 © Flor Angeles – How to Use Invoiceable
On Invoices window,
click Paid button to see
payment status
How to
Generate
Invoice
Report? 132 © Flor Angeles – How to Use Invoiceable
133 © Flor Angeles – How to Use Invoiceable
Click on Reports Tab
134 © Flor Angeles – How to Use Invoiceable
This will appear,
click on Add Report
135 © Flor Angeles – How to Use Invoiceable
This appears,
enter Report Name
136 © Flor Angeles – How to Use Invoiceable
Enter Client
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Select Currency
138 © Flor Angeles – How to Use Invoiceable
Select Paid
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Select scope of
your report here
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Choose visibility of your
report here
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When you’re done,
click on Save Changes
142 © Flor Angeles – How to Use Invoiceable
This appears, click on
View Report icon
143 © Flor Angeles – How to Use Invoiceable
Here comes your report for
the month of January
It’s now your
turn to make
your own
Invoice! 144 © Flor Angeles – How to Use Invoiceable
There are no limits to the mind except
those that we acknowledge.
- Napoleon Hill © Flor Angeles – How to Use Invoiceable 145
146 © Flor Angeles – How to Use Invoiceable
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