how to use invoiceable

How To Use

Invoiceable makes it easy to create, send and manage

simple and professional looking invoices in seconds.

It is an online invoicing tool

that helps user gets paid faster

Let us start and make our first invoice

Open your browser

Type www.invoiceable.com

Create an account by clicking Sign up

Enter your First Name

Enter your Email

Enter your Password

Click Get Started

Here is Invoiceable’sDashboard

To make a new invoice, Click Add Invoice

Type the Reference Number

To select a client, click this

Click Add Client

Type the name of the client here

Click OK

Select Payment Terms, click here

Let’s choose 14 days

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

To do that, click Custom Date

A calendar is provided for you to select a date

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

Click this

Then select 30

Invoice is not yet paid, so select No

For additional details, click Advanced Options

To select the currency, click this

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

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

For discount, type the percentage here

This is the date of issue of the invoice

If you want invoice to be public, click this

To keep it private, click this

To allow PayPal payment, click this

If no PayPal payments, click this

For recurring invoice, the invoice will duplicate the

invoice

every week, month or year starting on the date above

Let’s make it a recurring invoice, click Yes

Select the frequency

For Autosend, if invoice will be automatically sent to

client

Click Yes

If not, then Click No

Click Save Changes

Here is now the draft invoice ready for editing

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

Item is the product or service sold to customer

Type a brief description here

Type the Unit Cost here

Type the Quantity here

Notice that cost is automatically calculated

upon typing quantity

Click the Check to Save

These figures are automatically computed also

You can add another item by clicking Add Item

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

Click this

Type the new invoice title

Let’s now add a description here

Click this

Type the description

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

Type inside the box

This is how the invoice looks now

If the client already has advance payment, click this

Type Amount paid

Select the date from the calendar

Type a brief description

Click Save Changes

Notice that invoice is marked Paid and Balance is €0

To download a PDF copy of the invoice, click this

Pdf file of the invoice is downloaded. Click to open

Click Back to Invoices

You will be directed to this page

To create a new invoice, click Add Invoice

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

Click Send to Client

Need to set up contact details of client first.

Click this

Click Add Contact

Type contact’s name

Click OK

Type email address of the contact

Click OK

Type whatever details of the client you have here

Click Save Changes

Client is now added in the Client’s Tab

To go back to the Invoice for sending, click this

Click the invoice we need to send

Click Send to Client

Click Send Invoice

And that’s it!

In case you need to send again, click this

There is also an option to export in CSV all

created invoices. Click Export to CSV

Click here to open the downloaded CSV file

To update details of your company, click Account

Select My Company

Here you can update your Company Name and Logo

Also, you can add your company address here

Update your PayPal email and Financial Year here

Finally customize your invoice footer and default

email here

When done, just Click Save Changes

For add-ons, there is payment required as follows

Congratulations! By now, you know how to use

Invoiceable.

“A dream doesn’t become reality through magic; it

takes sweat, determination and hard work.”

-Colin Powell

how to use invoiceable

new invoice

custom date

professional looking

payment terms

reference number

online invoicing tool

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