How To Use

INVOICELY

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Go to invoicely.com

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Click Sign Up Free

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Type your email address

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Type your password

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Confirm your password

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Click Proceed

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Fill-up the information
needed

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Click Proceed

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Select the plan you want

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or Skip for now

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Type your business name

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Or click on the box as
an individual

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Type a name for your
URL

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 Click
Start using Invoicely

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This is your page

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 To edit your
Account Details, click
your name

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Select Account

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 Edit your
Account Details,

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your address and
company details

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 If youre done,
click Save Changes

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 If you select
Subscription

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You can change your
subscription plan

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Select Billing

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to make changes on
your billing details,

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payment method, and
download invoices

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Select this to Switch or
Add Business

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Click Add Business

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Type your Business
Name

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and URL for your
business

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Click Save Business

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Lets create your first
Invoice!

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Click Invoices

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Click Add New

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Select Invoice

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Fill up the information

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Add/Change your logo

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Edit Invoice title

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Add a description

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 Adjust the size by
clicking and dragging
down this icon

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Select the currency

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Click this arrow to see
the list

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Select Language

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Click this arrow to see
the list

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Type the invoice number

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Set the date

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Click this to set
due dates

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Type the Purchase
Order Number

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Click this to edit your
Business Profile

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Type your clients name

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or click New Client

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Fill-up your
clients
information

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 and click
Save & Return

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Type the item
description

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Set the date

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Add a link

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tag it

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for TAX

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for Discount

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for Shipping

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Type the Quantity

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Type the Rate

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 Invoicely will
automatically
compute the total cost

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Select the Unit

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Click this icon to delete
or save item

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To add new item, click
New Line

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If you select Item

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you can add multiple
items

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If you select Expense

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If you select Expense

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If you select Mileage

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If you select Mileage

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If you select Time

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If you select Time

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You can see the total
balance here

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If you put your mouse
pointer on these icons

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an icon label will appear

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an icon label will appear

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an icon label will appear

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If you click this, a new
tab will appear

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so you can edit your
taxes

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Click Save Changes

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You can add an
invoice note

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or click this to set a
Default Note

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A new tab will appear so
you can type it

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Click Save Changes

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Click this to edit your
Default Footer

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A new tab will appear so
you can set it

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Click Save Changes

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Click this for additional
settings

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It will only activate
if you specify

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your client in your
invoice

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 Click this to add
payment methods

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Click this box to enable
PayPal

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Type the PayPal ID

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Click Save Changes

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Click Continue

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You can save it as draft

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or click Save

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Choose if you want to
>Save

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if you want to
>Save & Send

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 or if you want to
>Save & Mark Sent

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Make your first
INVOICE
now!

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