how to use invoiceable
TRANSCRIPT
HOW TO USE
INVOICEABLE
By: Hazel Elenzano
Type www.invoiceable.com
This is the homepage.
Click to Sign up.
Enter the information needed.
After, click Get Started.
Click Login.
Enter email and password.
Click Login.
Click to Add Invoice.
Enter the needed information.
Enter Reference #.
Click Client.
Click Add Client.
Enter the name of client.
Click OK.
Click Payment Terms.
Select the payment terms.
Select if Paid or Not.
Click Advanced Options.
Enter the information needed.
Click Currency.
Click PO Number.
Enter Discount.
Click Date Issued.
Select the privacy settings.
Click if Allow Paypal.
Select if Recurring Invoice.
Click Save Changes.
The Draft of the invoice.
Click to Edit.
Enter the Item.
Enter the Description.
Enter the Unit Cost.
Enter the Quantity.
Cost will automatically reflect.
Click the check icon.
You can add another Item.
Click Cancel if you will not add item.
Summary of the invoice.
Click Edit Invoice, to make some
changes.
Click the Edit icon.
Click to Edit Client.
Enter the information of client.
Enter the email of client.
Enter the Main Contact.
Enter Tel, Mobile or Fax.
Enter the Website, Address or
Background.
Save Changes if you’re done.
Click Send to Client, to send him your
invoice.
Click to Add Payment.
Enter the additional payments.
Click Save Changes.
Click to Download PDF.
Click to Save Invoice.
This is your Dashboard.
The Yearly Overview.
Client Overview.
Amount collected this year.
Outstanding amount.
List of your invoice.
This is your invoice.
Click to View Invoice.
“Due” is noted if its overdue.
The note will always be there if you’re
using the free version.
You need to upgrade to remove the
note.
Click for Options.
Click to Mark as Paid.
Click on the Paid button.
From Unpaid it became Paid.
Click to View Payments.
Click to Duplicate Invoice.
Click to Archive Invoice.
Click to Edit.
Edit the information then click Save
Changes.
Click to Delete.
Click to check All Invoices.
List of Unpaid Invoices.
List of Paid Invoices.
List of Archived Invoices.
View invoice based on client.
Click to check invoice per client.
Click to Add Invoice.
Enter the information.
Click Cancel.
Check invoices using reference #.
Click to check Items.
Click to Edit Item.
Click to Delete Item.
Click to add another item.
List of Clients.
Click for Contacts of client.
Click to check Client’s invoices.
Click to Add Notes.
Click to Add Client.
Click to check Reports.
Click Add-ons.
List of Add-ons.
Click Account.
Select different options.