how to use invoiceable: your online invoice processing tool

7/21/2019 How to Use Invoiceable: Your Online Invoice Processing Tool

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How

to Use

1© Flor Angeles – How to Use Invoiceable



What

is

Invoiceable?2© Flor Angeles – How to Use Invoiceable



Invoiceable

is a free software




that lets you create

invoices for free




online, send it and

get paid through

PayPal




How to

Sign Up for

an Account?6© Flor Angeles – How to Use Invoiceable



Open your web

browser




Look here in the

address bar




Click inside the

bar




Type in

https://invoiceable.com

and press Enter




The home page appears




Click on Sign up




Sign up for your

free accountwindow appears




Enter your

First Name



http://slidepdf.com/reader/full/how-to-use-invoiceable-your-online-invoice-processing-tool 15/14615© Flor Angeles – How to Use Invoiceable

Enter your

Email Address



Enter your

Password




Click on Get

Started button




The Dashboard window

will appear




How to

Set Up Your

Company

Account?19© Flor Angeles – How to Use Invoiceable




Click on

Account button




Select on Company




Fill-out the Company

details




Enter your Company

Name

E t




Enter your

Company Address




Click here to upload

your Company Logo

E t C




Enter Company

Phone Number

E t T itt




Enter Twitter

Account, if available




Enter Additional Details

like email address




Click on Save Changes

if you’re done

T dd C




To add your Company

Preferences, click here




Preferences window

will appear




Select Time Zone here




Select Date Format here




Select Start Week here




Choose Financial Year here

Pi k C h




Pick Currency here




Choose Language here

Ti k th i t




Tick these icons to

enable Tax

E t P P l E il




Enter PayPal Email

here

Cli k S Ch





when you’re done




To add Company

Templates, click here

T l t i d




Templates window

appears

T I i F t




Type your Invoice Footer

Y t




You can type a

customize message here

You can also type a message




You can also type a message

for overdue invoices here






if you’re done

H t



How to

Create Your

First

Invoice?47© Flor Angeles – How to Use Invoiceable

I D hb d



In your Dashboard,

click on Add Invoice


Th I i i d




The Invoice window

will appear

E t R f N b




Enter Reference Number

or leave as it is

Click arrow down to




Click arrow down to

select or add client

Cli k Add Cli t




Click on Add Client

Thi ill




This will pop up

Enter Client Name




Enter Client Name

here

Then click on




Then click on

OK button

The name of the client




The name of the client

will appear here

For Payment Terms




For Payment Terms,

click the dropdown arrow

You may select from the




You may select from the

following days

Or Custom Date




Or Custom Date



In this case wewill use the

default

payment terms60© Flor Angeles – How to Use Invoiceable

Click on




Click on

Due on Receipt



It means that the clients

need to pay

you62© Flor Angeles – How to Use Invoiceable



as soon as they

received the

invoice63© Flor Angeles – How to Use Invoiceable

To know if the client already




To know if the client already

paid you, click here

Select either




Select either

Yes or No

For other options on your




o o e op o s o you

invoice, click on

Advanced Options

Click here to select




Click here to select

Currency

Enter PO Number,




Enter PO Number,

if applicable

To give Discount,




To give Discount,

enter number here

Enter Issued Date of the




Enter Issued Date of the

invoice here

Select here to view invoice




Select here to view invoice

either public or private

Choose here to enable or




Choose here to enable or

disable online payment

Pick here to send




Pick here to send

reminders to client or not

Select here to make the




Select here to make the

invoice recurring or not

Once you’re done,




O ce you e do e,

click on Save Changes

The draft invoice appears




The draft invoice appears



How to

Edit or Change

Your

Draft Invoice?77© Flor Angeles – How to Use Invoiceable

From the Dashboard




From the Dashboard,

click on Invoices

The Invoices window




The Invoices window

will appear

You can see the




You can see the

draft invoices details

Click here to view




Click here to view

your draft invoice

This will appear




This will appear

To change invoice name,




To change invoice name,

click the pencil icon

Type the new invoice




Type the new invoice

name here

Click the green check





icon to save changes

To add the product or



86© Flor Angeles –

How to Use Invoiceable

To add the product or

service details, click here

Enter Item Number here





Enter Item Number here

Enter Item Description here





Enter Item Description here

Enter Unit Cost here





Enter Unit Cost here

Enter Quantity here





Enter Quantity here

Total Cost will be





Total Cost will be

reflected here







icon to save

To Add Item just click





To Add Item just click

here

See the Total Amount





See the Total Amount

and Balance here

To add notes just





To add notes just

click the pencil icon

If you’re done, click here





you e do e, c c e e

to save invoice





But if youstill need

to edit

some items

Click on Edit Invoice





This will appear and you





pp y

do the changes

To edit client details,





,

click on Edit Client

This will appear and





pp

you can modify it

H t





button

If h ’t





pp

Click here to enter





client’s contactdetails

You can add the client’s





main contact here

Enter Email Address





here

Enter Telephone Number





p

here

Enter Fax Number





here

Enter Mobile Number





here

Enter Website





here

Enter Address





here

Select Group





here

And put other





information here






if you’re done

You can now





Client button

This window will appear





Click on Send Invoice





How to Add





click on Options icon

This will appear





Click on View Payments





This appears, click on





Add Payment

Enter Amount Paid





Enter Date





Enter Description





Then click Save Changes





On Invoices window,

li k P id b tt t





click Paid button to see

payment status

How to





This will appear,





click on Add Report

This appears,





enter Report Name

Enter Client





Select Currency





Select Paid





Select scope of





your report here

Choose visibility of your





report here

When you’re done,





click on Save Changes

This appears, click on

i i





View Report icon

Here comes your report for

the month of January





the month of January

It’s now your



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www.google.co.nz

www.fanpop.com

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