HOW TO USE INVOICEABLE

1

What is Invoiceable?

2

Invoiceable is a free online

invoicing platform that

offers a

3

convenient way to build and

send professional looking

payment requests.

4

Do note that there are no

limits on the number

5

of invoices you can send,

the features you can access,

6

or the number of clients

you manage

7

How To Access Invoiceable

8

Open up a browser.

9

For this presentation, we

will use Mozilla Firefox.

10

Type here www. Invoiceable.com

11

This page will appear. 12

Click on Sign up 13

Key in your Name here. 14

Your email address here. 15

Your password here. 16

Click here to continue. 17

You will now see this screen. 18

Click here to create your first invoice.

19

This window will appear. 20

The reference number showing here is the platforms

default.

21

You may or may not edit

it.

22

For this presentation, we

will use the systems

23

default reference number.

24

Now, click this dropdown arrow.

25

Since there is no client

added yet,

26

click here to add one. 27

Type here the name of your client.

28

Select Ok 29

For Payment Terms, lets choose Due on Receipt

30

This is to ensure that the

client

31

has the option to

immediately pay you.

32

Since the invoice is just

being created,

33

we choose No here 34

Now, lets click on Advanced Options.

35

Additional fields are displayed

36

Lets not change the default currency.

37

The date issued will be the

date

38

youre creating and issuing the invoice

39

Lets put Yes on Public

40

so that your client can see the invoice.

41

If you want to receive the

payments via paypal

42

Select Yes here 43

Lets not change the default values for the rest of the

fields.

44

for the rest of the fields.

45

Lets select Save Changes 46

You will now see the draft invoice.

47

Lets edit this as Invoice for May 2015

48

Click on the Pen icon. 49

Type here May 2015 50

Click here to save what you have typed in.

51

Click here to add a description for your invoice.

52

Type here the description of the invoice

53

Click here once done. 54

Key in here the Item name. 55

Put here the description. 56

Put here the rate or cost per hour.

57

Quantity is the number of hours you worked

58

If you use any time tracking

software (e.g. Toggl),

59

you can get this

information from there.

60

Cost will be automatically calculated.

61

Click here to save the data. 62

Data is now saved. 63

If you have another item to

key in,

64

just put the details here on this row

65

If theres none, we can

proceed in saving the

invoice

66

Click here. 67

Once its saved, you will

only be able to see

68

these remaining options on top of your invoice

69

Now, you are ready to send

it to the client

70

Click here. 71

If you see this error, just click here.

72

We need to fill up these details for the client.

73

Once you are done, click Save Changes.

74

You will now see this screen. 75

Click on Invoices. 76

Now, you will see this screen. 77

Click on Send to Client 78

This window will appear. 79

Do note that your

registered Invoiceable email

address

80

will always be on the cc List. 81

Click on Send Invoice. 82

Once sent successfully, you will see this screen.

83

Now with option to Resend the Invoice

84

This is the sample email sent to the client.

85

Once your client open up

the email,

86

Your client can use this link to pay your invoice

87

Once this link is accessed, ,

88

your client will be directed

to Invoiceable then to

Paypal.

89

You also have the option to

export the invoice

90

to CSV (eg. Excel, LibreOffice)

91

Lets click here. 92

This window will appear. 93

Lets open it with Microsoft

Excel.

94

Click here. 95

This is how it should look like in Excel.

96

Lets save the file on our

computer

97

for our future reference.

98

Lets choose Save 99

The file will now be saved

on your desired location.

100

THE END

101

Nothing is less productive than

to make more efficient what

should not be done at all.

-Peter Drucker

102