How to Use Invoiceable
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![Page 1: How to Use Invoiceable](https://reader034.fdocuments.net/reader034/viewer/2022042821/563dba16550346aa9aa29520/html5/thumbnails/1.jpg)
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’sDashboard
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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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