create, send, & track invoices quickly & easily with invoicely
TRANSCRIPT
What’s ?
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is a powerful online invoicing tool that many
small businesses can use for free
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is also cloud-based so you can use from anywhere at any time, making it easy to keep
up with work on the go
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It’s Perfect for freelancers.
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See What Others Say About Invoicely
http://designmodo.com/invoicely/ http://www.makeuseof.com/tag/make-send-track-invoices-quickly-easily-invoicely/ https://designshack.net/articles/reviews/invoicely-review/
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Let’s get started
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In Google, type “Invoicely”
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Click on link https://invoicely.com
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Welcome to the Home Page
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Click “Sign Up Free” to Start
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Fill up the form
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Type your email address here
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Type Password
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Re-type Password Here
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Click “Proceed”
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Tell Invoicely About Yourself
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Type your Name
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Type your COMPANY
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Type your Website Link
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Type in your Business Address
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Type in your TAX ID (if applicable)
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Type in your Postal Code
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Type in your City
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Select your Country
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Click “Proceed”
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Select Plan
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Click “Skip for Now”
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Type your “Business Name”
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Type in your “Vanity URL”
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Click “Start Using Invoicely”
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Welcome to the Dashboard
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Let’s go over the parts
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Your Recent Activity
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Chart of Invoiced / Received
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Summary of Invoices
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Summary of Invoices
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Summary of Invoiced/ Expenses
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Let’s make an INVOICE
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Click “Add New”
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Click “Invoice”
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Type “Description”
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Click “Logo”
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Press “Page Down”
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Look for Statement Logo
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Click “Upload”
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Locate LOGO for Upload
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Click “Open”
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Logo now uploaded
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Click Save Changes
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See your logo in your invoice
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Type Invoice Number
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Change Language if needed
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Change Currency here
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Type Date of Invoice
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Click on “Due on Receipt”
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To Change Invoice due date
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Type Purchase Order (if any)
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Click “New Client”
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Type Client’s Name
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Choose default Invoice Currency
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Type Email Address
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Type Phone Number
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Type Client’s business address
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Type Client’s business address
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Click “Save & Return”
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And you have your Client’s info
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Type what’s your invoice is about
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Click Calendar icon
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Select Date
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Click Link icon
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Type Link text
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Paste Permalink
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Click “Add Link”
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See your link inserted
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See your link inserted
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Click Tax Icon, to include Tax %
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Click “New Tax”
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Add Tax Name
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Add Tax Rate
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Click “Add”
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To add Rate, Type here
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Type Quantity here
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Type Rate here
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Change Unit here
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Choose if by Quantity by Hrs, Day, Month
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Type here to Add Notes
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Click “Save”
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Click “Save” again
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Invoice “Saved”
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Click “Preview”
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To see your invoice
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Click “Actions”
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And Choose
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To Print and/or Download
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Click “Account Statement”
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To see record of your client’s transactions with you
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Also in your invoice Page, Click “Actions”
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And Choose Other Options for your invoice
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Click “Send Invoice”
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Email Service will appear
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Change Subject line here
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Change Email Content Here
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Click to attach PDF copy to email
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Click “Send”
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Congratulations!
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Invoice 001 has been Sent!
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Click “Dashboard”
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And See Your Data
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Now, you’re ready to send invoices
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Click “Business Settings”
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You can integrate your invoice
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Click “Payment Integrations”
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Click “Enable Paypal”
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Type in your Paypal ID
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Click “Save Changes”
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Settings Saved!
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When you send a new invoice
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You’ll see the Payment Methods line
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To Record a Payment Manually
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On Dashboard, Click “Invoices”
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Click On The Invoice
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Click On “Actions”
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Click On “Mark as Paid”
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A Notification Will Appear
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Dashboard will show record of the payment
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You already get to use a lot with a
Plan
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For added features below,
Upgrade your Plan
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See below chart for comparison
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AND WE’RE DONE! Thank you
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Come and Say Hi: learnwithabbie.com
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