Paolo - Saldivar - How To Use Invoiceable

How to use
Invoiceable
©2016 || bit.ly/paosaldivar 1
Fast, simple and free online
invoicing
What is Invoiceable?
Invoiceable makes it easy to
create, send and manage
simple and professional looking
invoices, in seconds.
Automate invoices and get paid
online
Manage your clients from one
place
It makes the administrative task of
invoicing as simple as possible.
All of the features for free!
Invoiceable to empower
freelancers
and businesses
Requirements for this tutorial:
1. Computer
2. Internet Connection
Open your Web browser
Click on the Address bar
Type www.invoiceable.com
Hit Enter
You will now be directed on this page
Click Sign up
Type your First name
Type your Email
Type your Password
Click Get Started
Welcome to Invoiceable!
Let’s set up our account first
Click Account
Select My Company
This will appear
Type your company name
Click Choose File to upload your
company logo
Type your company website
Type your company email
Type your company address details
Type your City/State
Type your ZIP/ Post code
Select your Country
Type your Phone number
Type your Twitter account
Type Company Details
Regional Settings
Set the Time Zone
Set the Date Format
Set the Week Starts On
Select Default Currency
Set the Week Starts On
Select Language
Tick the boxes to enable Tax
Enter your PayPal Email
Select your Financial Year
Type your Invoice footer if any
You can type Invoice email
template if any
Click Save Changes
Let’s create an invoice
Click Invoices
Click Add Invoices
This form will appear
You can edit Reference #
Click Client drop down box
Click Add Client
This box will appear
Type the name of your client
Click OK
Select Payment Terms
Select Yes/No for Paid?
Click Advanced Options
Select preferred Currency
Type in your PO Number
Type Discount if any
Select Date Issued
Select how you want the client to
view the invoice
Select Yes, allow payments
through PayPal
Make sure to setup PayPal email
address
on the My Company page that we
showed a while ago
Select Yes if you want Recurring
Invoice
Frequency option will show up
Select the Frequency
Select Yes to Auto Send
Click Save Changes once done
Your invoice draft will be shown
Let’s customize our Invoice
Click the pencil icon
This will you to edit invoice title
Type your Invoice title
Click this icon once done
Click this to add description if you
want
Enter your Item
Type in a Description
Type the Unit Cost
The system will automatically
compute for the Cost
Click this icon to save
Your Invoice is already set and
ready to be sent to your client
We need to update first our
Client’s info
Click Edit Client
Fill up your Client’s info
Type in client’s website
Type in client’s address details
Click Save Changes once finished
Click Send to Client

Click Send Invoice to send it to
your client

Congratulations!
You have successfully created
and sent your Invoice

Once you have received the
payment

Under the Invoices tab

Select the invoice you want to
mark paid and click this icon

Then Click Mark as Paid
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The invoice is now on the Paid
tab

Creating an invoice for your
clients is easy

Make use of now

Thank you for visiting my blog

Check out my other tutorials on:
bit.ly/paosaldivar


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