www.thevpexpress.wordpress.com
Page
1
HOW TO TRACK
BUSINESS
TRANSACTIONS
USING INVOICELY
www.thevpexpress.wordpress.com
Page
2
Overview
www.thevpexpress.wordpress.com
Page
3
INVOICELY, former
Invoiceable.co is
an online software
www.thevpexpress.wordpress.com
Page
4
That allows you to
create and send
invoices
www.thevpexpress.wordpress.com
Page
5
In a simplest and
cheapest way as
possible
www.thevpexpress.wordpress.com
Page
6
Let’s get it on!
www.thevpexpress.wordpress.com
Page
7Open your Browser
www.thevpexpress.wordpress.com
Page
8Type in invoiceable.co
www.thevpexpress.wordpress.com
Page
9Click Search
www.thevpexpress.wordpress.com
Page
10Click the first website
www.thevpexpress.wordpress.com
Page
11Click SIGN UP FREE
www.thevpexpress.wordpress.com
Page
12Enter your Email Address
www.thevpexpress.wordpress.com
Page
13Create your Password
www.thevpexpress.wordpress.com
Page
14Confirm your Password
www.thevpexpress.wordpress.com
Page
15Then, click Proceed
www.thevpexpress.wordpress.com
Page
16Enter your First Name
www.thevpexpress.wordpress.com
Page
17Your Last Name
www.thevpexpress.wordpress.com
Page
18Your Company, if any
www.thevpexpress.wordpress.com
Page
19Your Address
www.thevpexpress.wordpress.com
Page
20Your Website URL, if any
www.thevpexpress.wordpress.com
Page
21Your Postal Code
www.thevpexpress.wordpress.com
Page
22Your State (optional)
www.thevpexpress.wordpress.com
Page
23Your Tax ID or VAT if any
www.thevpexpress.wordpress.com
Page
24Your City
www.thevpexpress.wordpress.com
Page
25And, select the Country
www.thevpexpress.wordpress.com
Page
26Finally, click Proceed
www.thevpexpress.wordpress.com
Page
27Now, select your Plan
www.thevpexpress.wordpress.com
Page
28For now, just click here
www.thevpexpress.wordpress.com
Page
29Enter your Business Name
www.thevpexpress.wordpress.com
Page
30Or click I’m an individual
www.thevpexpress.wordpress.com
Page
31Create a Varity URL
www.thevpexpress.wordpress.com
Page
32Click Start using invoicely
www.thevpexpress.wordpress.com
Page
33Processing…
www.thevpexpress.wordpress.com
Page
34This is your Dashboard
www.thevpexpress.wordpress.com
Page
35You can see your
Varity URL here
www.thevpexpress.wordpress.com
Page
36You can see your
Recent Activity here
www.thevpexpress.wordpress.com
Page
37Your Invoiced /
Received tabulation
www.thevpexpress.wordpress.com
Page
38Your Invoice Summary
www.thevpexpress.wordpress.com
Page
39Your Invoiced / Expenses
www.thevpexpress.wordpress.com
Page
40Accounts Receivable
www.thevpexpress.wordpress.com
Page
41And Accounts Payable
www.thevpexpress.wordpress.com
Page
42
Let’s create an
invoice
www.thevpexpress.wordpress.com
Page
43Click Add New
www.thevpexpress.wordpress.com
Page
44Select Invoice
www.thevpexpress.wordpress.com
Page
45This page will appear
www.thevpexpress.wordpress.com
Page
46Upload your LOGO here
www.thevpexpress.wordpress.com
Page
47Click Upload
www.thevpexpress.wordpress.com
Page
48Select from your file
www.thevpexpress.wordpress.com
Page
49Click Open
www.thevpexpress.wordpress.com
Page
50Click Save Changes
www.thevpexpress.wordpress.com
Page
51Refresh the invoice page
and see the changes
www.thevpexpress.wordpress.com
Page
52Add a Description here
www.thevpexpress.wordpress.com
Page
53Create your Invoice No.
www.thevpexpress.wordpress.com
Page
54Select a Language
www.thevpexpress.wordpress.com
Page
55Choose your Currency
www.thevpexpress.wordpress.com
Page
56This is the Current Date
www.thevpexpress.wordpress.com
Page
57Click the dropdown
arrow for Invoice Due
www.thevpexpress.wordpress.com
Page
58Choose your agreed
Payment Terms
www.thevpexpress.wordpress.com
Page
59You can select the
number of days
www.thevpexpress.wordpress.com
Page
60Or click Custom to input
the specified date
www.thevpexpress.wordpress.com
Page
61Another box will appear,
click here
www.thevpexpress.wordpress.com
Page
62Now, select the Date
www.thevpexpress.wordpress.com
Page
63There you have the
Due Date here
www.thevpexpress.wordpress.com
Page
64Enter the Purchase Order
No. if there is any
www.thevpexpress.wordpress.com
Page
65Enter the Client Name
www.thevpexpress.wordpress.com
Page
66To add client, click
New Client
www.thevpexpress.wordpress.com
Page
67Fill in the information of
your New Client
www.thevpexpress.wordpress.com
Page
68Enter the First Name of
your new client
www.thevpexpress.wordpress.com
Page
69Last Name
www.thevpexpress.wordpress.com
Page
70Currency of Invoice
www.thevpexpress.wordpress.com
Page
71Select the Language
www.thevpexpress.wordpress.com
Page
72Enter the Email Address
www.thevpexpress.wordpress.com
Page
73Client’s Phone Number
www.thevpexpress.wordpress.com
Page
74Client’s Address
www.thevpexpress.wordpress.com
Page
75Click Show more to add
other details if any
www.thevpexpress.wordpress.com
Page
76Fill in other details below
www.thevpexpress.wordpress.com
Page
77Once done, click
Save & Return
www.thevpexpress.wordpress.com
Page
78New Client has been
added
www.thevpexpress.wordpress.com
Page
79Enter the Items sold here
www.thevpexpress.wordpress.com
Page
80Quantity of items
www.thevpexpress.wordpress.com
Page
81Unit price of items
www.thevpexpress.wordpress.com
Page
82Total Amount will reflect
www.thevpexpress.wordpress.com
Page
83Click here to add date
www.thevpexpress.wordpress.com
Page
84Click here to add link
www.thevpexpress.wordpress.com
Page
85Click here to add tag
www.thevpexpress.wordpress.com
Page
86Click here to add tax
www.thevpexpress.wordpress.com
Page
87Click here to add
discount
www.thevpexpress.wordpress.com
Page
88Click here to add
shipping details
www.thevpexpress.wordpress.com
Page
89Click here to select unit
of measure
www.thevpexpress.wordpress.com
Page
90Add an Invoice Note
www.thevpexpress.wordpress.com
Page
91If you want a Default
Note, click here
www.thevpexpress.wordpress.com
Page
92Enter your Default Note
www.thevpexpress.wordpress.com
Page
93Click Save Changes
www.thevpexpress.wordpress.com
Page
94To add another
transaction, click here
www.thevpexpress.wordpress.com
Page
95Select from the following
www.thevpexpress.wordpress.com
Page
96Do the same procedure
on the first line
www.thevpexpress.wordpress.com
Page
97This is the total amount
billed to client
www.thevpexpress.wordpress.com
Page
98Finally, click Save
www.thevpexpress.wordpress.com
Page
99Select from the following
www.thevpexpress.wordpress.com
Page
100Invoice was added,
click Preview
www.thevpexpress.wordpress.com
Page
101The preview of invoice
www.thevpexpress.wordpress.com
Page
102Let’s send the invoice to
client, click Actions
www.thevpexpress.wordpress.com
Page
103click Send invoice
www.thevpexpress.wordpress.com
Page
104Now, click Send
www.thevpexpress.wordpress.com
Page
105Great! Your first invoice
has been sent to client
www.thevpexpress.wordpress.com
Page
106Your recent activities
were posted here
www.thevpexpress.wordpress.com
Page
107The amount was
converted to USD
www.thevpexpress.wordpress.com
Page
108
You can create
your own report
www.thevpexpress.wordpress.com
Page
109Click Reports
www.thevpexpress.wordpress.com
Page
110Select a Report Type
www.thevpexpress.wordpress.com
Page
111Select the Invoice Status
www.thevpexpress.wordpress.com
Page
112Select Client
www.thevpexpress.wordpress.com
Page
113Select the Period
www.thevpexpress.wordpress.com
Page
114Select the Currency
www.thevpexpress.wordpress.com
Page
115Click Generate Report
www.thevpexpress.wordpress.com
Page
116Now, this is your report
www.thevpexpress.wordpress.com
Page
117You can also click
Invoices to see the
summary
www.thevpexpress.wordpress.com
Page
118This is the location of
your invoice tracker
www.thevpexpress.wordpress.com
Page
119
Let us create your
billings from clients
www.thevpexpress.wordpress.com
Page
120Click Bills
www.thevpexpress.wordpress.com
Page
121Click Add New
www.thevpexpress.wordpress.com
Page
122You can create new bill
www.thevpexpress.wordpress.com
Page
123Or recurring bill
www.thevpexpress.wordpress.com
Page
124For now, click Bill
www.thevpexpress.wordpress.com
Page
125Fill in the same
information listed below
www.thevpexpress.wordpress.com
Page
126Here is the sample bill
www.thevpexpress.wordpress.com
Page
127Owed to client
www.thevpexpress.wordpress.com
Page
128Once done, click Save
www.thevpexpress.wordpress.com
Page
129Now, here is your
Bills Summary
www.thevpexpress.wordpress.com
Page
130Go back to your
Dashboard
www.thevpexpress.wordpress.com
Page
131You can monitor your
receivables and
payables located below
www.thevpexpress.wordpress.com
Page
132
That’s it!
You will not be
worried how your
business works
www.thevpexpress.wordpress.com
Page
133
By using INVOICELY,
you can now track
your accounting
records
www.thevpexpress.wordpress.com
Page
134
But it would be
better if an
Accountant will
handle your tasks
www.thevpexpress.wordpress.com
Page
135
And I’m proud to
be an Accounting
Graduate,
NOW YOU KNOW…
www.thevpexpress.wordpress.com
Page
136
Thank you
www.thevpexpress.wordpress.com
Page
137