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Tutorial on How to Use Invoiceable
Citation preview
2015 Eileen B. Gonzales 12015 Eileen B. Gonzales 1
How to Use
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Open your browser
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Type in www.invoiceable.co
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Then hit the Enter key
Credits: (http://pixabay.com/en/keyboard-input-enter-key-enter-453798/)
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You will be directed to the
Invoiceable page
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Click Sign up
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Then youll be asked to fill
out this form
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Enter your name
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Your e-mail address
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And your password
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Then click Get Started
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This is the Invoiceable
dashboard
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Lets add an invoice by
clicking Invoices
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Youll be taken to this page
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Click Add Invoice
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Then this form will show up
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Fill out this form
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No need to change this
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because this is your first
invoice
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Click this
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Then click Add Client
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This will pop up
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Write your clients name
inside the box
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Then click Ok
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There goes your clients
name
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Click Payment Terms
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Then choose from the
options
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Choose No
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Click Advanced Options
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So you can add more
details
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Now you can choose the
currency
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You can skip PO
Number, its optional
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You can give discounts if
you want
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Click the date when you
issued the invoice
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You can choose whether
you want your client
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to be able to view the
invoice
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Or just keep it private
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You can also choose whether
you will allow Paypal payments
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Or not
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Choose whether you want a
recurring invoice or not
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If you choose Yes
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Then you can choose from
the frequency options below
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But for this tutorial, lets
choose No
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You can also choose
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if you want it to be sent
automatically or not
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When done filling out the
fields
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Click Save Changes
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You will be directed to this page
afterwards
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You can edit your invoice
on this page
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Change the invoice title
by clicking this icon
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Type in the title of your
invoice
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Then click this check mark
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There goes your invoice
title
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Click here if you want to
add a description
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Write your description in
the box
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Then click the green check
icon
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There goes your
description
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Lets now add specific
items
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Go to Item
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Write the item title
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Write also a description
about your item
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Type in the amount here
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The quantity
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The total cost will be
automatically computed
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Then click the check
mark
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Here now is your invoice
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Closer look at the details
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Now look at this menu above
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Click Edit Invoice
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If you want to make more
changes in your invoice
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Click Edit Client
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Then fill out this form
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You already put the name
of your client earlier
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Just write your clients email
address
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You may fill in the other
fields if you want
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When done, click Save
Changes
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Click Send to Client
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This will show up
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Check the details
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Then click Send Invoice
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You will be directed to
Invoice page
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If you want to follow up the
payment
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Just click Re-send
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This again will show up
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Just click Send Invoice
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If the client already gave
the payment
Credit: (http://pixabay.com/en/bag-cash-money-pay-payment-158886/)
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Go to Edit
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Go to the Paid drop-
down menu
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Choose Yes
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Then click Save Changes
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Then Invoice tab is now
empty
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That means, you dont
have any invoice left
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You can now find that
paid invoice
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When you click the Paid
tab
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There goes your paid
invoice
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Credits: (http://pixabay.com/en/hand-like-thumb-up-confirm-okay-157251/)
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When you go back to your
Dashboard
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You will see the graphic
presentation of your earnings
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When you go to Items
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You will see all your items
on this page
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When you go to Clients
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Youll see all your clients
names
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And the last one is
Report
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Its just like keeping records
of specific items
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Lets say you want to
make a report
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about the payment you
collected within six months
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Click here
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Fill out this form
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Think of a name for your
report
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Make changes in the
dates if necessary
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Then click Save Changes
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There goes your report
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There you have it!
Credits: (http://pixabay.com/en/applauding-claps-hand-audience-41640/)
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You now have a free
invoicing tool
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That will be very helpful for
your online businesses
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So go ahead and try it
yourself!
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Money wont create success, the freedom to make it will.
--Nelson Mandela