How To Use Invoiceable

How to Use
2015 - Chadgodoy.wordpress.com - The VA on the Go
Open www.invoiceable.com
Now Click Signup
Sign up for your free account
Your Firstname
Fill in your Email
Set your desired Password
Then Click Get Started
Welcome to Invoiceable
10
Click on Add Invoice
11
If you wish to change your

reference #, Click on it
12
Click on the Dropdown to select a

Client
13
Click on Add Client
14
What is the name of your Client?
15
Type in the name of your Client
16
Then Click OK
17
Now, Click on Payment Terms

Dropdown Arrow
18
Select your desired payment

term
19
In this example select 14 Days
20
Next, Click on Advanced Options
21
Click on Allow PayPal dropdown

arrow
22
Select Yes, allow payments

through PayPal
23
When done, Click Save Changes
24
25
Click here to edit Invoice title
26
Fill in the title
27
And Click on Check when done
28
Then, Click here to add a

description
29
Add your Description
30
Click on the Check button when

done
31
Next, Click on the Item
32
Fill in Item name
33
Add a Description
34
Fill in Unit Cost and Quantity
35
36
Invoiceable will automatically

compute the total cost.
37
38
Click on the Check button to save
39
You can Click on Add item to add

some more
40
If you wish to Add item, just

follow the same procedure.
41
Once done Click on the Save

Invoice
42
Invoices can be sent to Clients

Via Email.
43
Click on Send to Client
44
You need to set up an email or

main contact to Client before
sending an invoice.
45
You can do this here.
46
Fill in the details of your Client
47
48
Click on Contacts
49
Click here to Add Contact
50
Fill in the Information
51
Add a Group
52
Enter the name of the Group
53
Then, Click OK
54
Click on Save Changes when your

done
55
Click on Client
56
Click on Invoices
57
Then, Click Send to Client
58
This Appears
59
Click on Send Invoice
60
Invoice Sent
61
To follow up your Clients, you

can resend invoice to them.
62
Click Re-send to Client
63
Click on Send Invoice Again
64
Client will pay you via PayPal,
65
Using the link noted in the

Invoice email.
66
And if Payment has been

made, you can edit the
invoice.
67
Click on Options
68
Then, Click Mark as Paid
69
Then, Click on Paid
70
Then, Payment is marked Paid
71
If you wish to edit the invoice,

Click this icon
72
Now, Click Save Changes
73
If you wish to delete, Click this

Delete Icon
74
If you want to see all Paid Invoice,

Just Click Paid
75
76
Lets try adding one more

invoice.
77
Now, Click Add Invoice
78
Fill in all the details
79
Select a Client
80
Click on Add Client
81
Enter New Clients Name
82
Then, Click OK
83
Select Payment Terms
84
Choose Advanced Options
85
Then, Click Allow Paypal
86
Click, Yes, Allow Payments

Thru PayPal
87
Select, Yes!
88
Click on Save Changes
89
Fill in all the Information
90
Now, Click on Save Invoice
91
Then, Click on Invoices
92
Click All Invoices
93
All your Invoices are found here
94
For an overview of your invoice

and transactions.
95
Click on Dashboard
96
97
It contains an account
summary of your yearly
payment collection.
98
Next Click on Reports
99
Click on Add Report
100
Fill in the Details
101
Select Public dropdown.
102
Then Choose Public
103
Click on Save Changes
104
Click here to view your Report
105
Voila! Your Report
106
Click Download PDF, To see your

report as a PDF
107
Click here to see your PDF
108
Your Report in PDF Format
109
Click here to save your PDF file

report on your Computer
110
Then Click on Save
111
112

How To Use Invoiceable

Hochgeladen von

Dokumentinformationen

Originaltitel

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

How To Use Invoiceable

Hochgeladen von

Copyright:

Verfügbare Formate

How to Use

2015 - Chadgodoy.wordpress.com - The VA on the Go

2015 - Chadgodoy.wordpress.com - The VA on the Go

2015 - Chadgodoy.wordpress.com - The VA on the Go

Now Click Signup

2015 - Chadgodoy.wordpress.com - The VA on the Go

Sign up for your free account

2015 - Chadgodoy.wordpress.com - The VA on the Go

2015 - Chadgodoy.wordpress.com - The VA on the Go

Fill in your Email

2015 - Chadgodoy.wordpress.com - The VA on the Go

Set your desired Password

2015 - Chadgodoy.wordpress.com - The VA on the Go

Then Click Get Started

2015 - Chadgodoy.wordpress.com - The VA on the Go

2015 - Chadgodoy.wordpress.com - The VA on the Go

Click on Add Invoice

2015 - Chadgodoy.wordpress.com - The VA on the Go

If you wish to change your

2015 - Chadgodoy.wordpress.com - The VA on the Go

Click on the Dropdown to select a

2015 - Chadgodoy.wordpress.com - The VA on the Go

Click on Add Client

2015 - Chadgodoy.wordpress.com - The VA on the Go

What is the name of your Client?

2015 - Chadgodoy.wordpress.com - The VA on the Go

Type in the name of your Client

2015 - Chadgodoy.wordpress.com - The VA on the Go

2015 - Chadgodoy.wordpress.com - The VA on the Go

Now, Click on Payment Terms

2015 - Chadgodoy.wordpress.com - The VA on the Go

Select your desired payment

2015 - Chadgodoy.wordpress.com - The VA on the Go

In this example select 14 Days

2015 - Chadgodoy.wordpress.com - The VA on the Go

Next, Click on Advanced Options

2015 - Chadgodoy.wordpress.com - The VA on the Go

Click on Allow PayPal dropdown

2015 - Chadgodoy.wordpress.com - The VA on the Go

Select Yes, allow payments

2015 - Chadgodoy.wordpress.com - The VA on the Go

When done, Click Save Changes

2015 - Chadgodoy.wordpress.com - The VA on the Go

2015 - Chadgodoy.wordpress.com - The VA on the Go

Click here to edit Invoice title

2015 - Chadgodoy.wordpress.com - The VA on the Go

Fill in the title

2015 - Chadgodoy.wordpress.com - The VA on the Go

And Click on Check when done

2015 - Chadgodoy.wordpress.com - The VA on the Go

Then, Click here to add a

2015 - Chadgodoy.wordpress.com - The VA on the Go

Add your Description

2015 - Chadgodoy.wordpress.com - The VA on the Go

Click on the Check button when

2015 - Chadgodoy.wordpress.com - The VA on the Go

Next, Click on the Item

2015 - Chadgodoy.wordpress.com - The VA on the Go

Fill in Item name

2015 - Chadgodoy.wordpress.com - The VA on the Go

2015 - Chadgodoy.wordpress.com - The VA on the Go

Fill in Unit Cost and Quantity

2015 - Chadgodoy.wordpress.com - The VA on the Go