Está en la página 1de 114

How To Use

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

Invoiceable makes it easy to


create, send and manage

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

simple and professional


looking invoices in seconds.

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

It is an online invoicing tool

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

that helps user gets paid


faster

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

Let us start and make our


first invoice

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

Open your browser

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

Type www.invoiceable.com

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

Create an account by
clicking Sign up

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

10

Enter your First Name

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

11

Enter your Email

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

12

Enter your Password

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

13

Click Get Started

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

14

Here is Invoiceables
Dashboard

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

15

To make a new invoice, Click


Add Invoice

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

16

Type the Reference Number

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

17

To select a client, click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

18

Click Add Client

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

19

Type the name of the


client here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

20

Click OK

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

21

Select Payment Terms, click


here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

22

Lets choose 14 days

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

23

You can set the date on


when itll be due

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

24

To do that, click Custom


Date

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

25

A calendar is provided for


you to select a date

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

26

Lets say invoice will be due


August 30, 2015

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

27

Click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

28

Then select 30

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

29

Invoice is not yet paid, so


select No

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

30

For additional details, click


Advanced Options

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

31

To select the currency,


click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

32

For example, I need Euro


currency, so Ill click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

33

If theres a PO, write the PO


number here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

34

For discount, type the


percentage here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

35

This is the date of issue of


the invoice

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

36

If you want invoice to be


public, click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

37

To keep it private, click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

38

To allow PayPal payment,


click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

39

If no PayPal payments, click


this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

40

For recurring invoice, the


invoice will duplicate the
invoice

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

41

every week, month or year


starting on the date above

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

42

Lets make it a recurring


invoice, click Yes

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

43

Select the frequency

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

44

For Autosend, if invoice will


be automatically sent to
client

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

45

Click Yes

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

46

If not, then Click No

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

47

Click Save Changes

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

48

Here is now the draft invoice


ready for editing

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

49

Lets add item to the


invoice, click inside this box

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

50

Item is the product or


service sold to customer

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

51

Type a brief description here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

52

Type the Unit Cost here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

53

Type the Quantity here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

54

Notice that cost is


automatically calculated
upon typing quantity

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

55

Click the Check to Save

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

56

These figures are


automatically computed also

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

57

You can add another item by


clicking Add Item

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

58

Let us edit this and change


it to Service Invoice

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

59

Click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

60

Type the new invoice title

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

61

Click the Check to Save

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

62

Lets now add a description


here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

63

Click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

64

Type the description

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

65

Click the Check to Save

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

66

Lets add a footer to the


invoice. Click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

67

Type inside the box

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

68

Click the Check to Save

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

69

This is how the invoice looks


now

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

70

If the client already has


advance payment, click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

71

Type Amount paid

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

72

Select the date from the


calendar

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

73

Type a brief description

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

74

Click Save Changes

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

75

Notice that invoice is marked


Paid and Balance is 0

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

76

To download a PDF copy of


the invoice, click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

77

Pdf file of the invoice is


downloaded. Click to open

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

78

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

79

Click Back to Invoices

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

80

You will be directed to this


page

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

81

To create a new invoice,


click Add Invoice

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

82

Just created a new invoice,


lets send it to client

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

83

Click Send to Client

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

84

Need to set up contact


details of client first.

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

85

Click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

86

Click Add Contact

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

87

Type contacts name

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

88

Click OK

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

89

Type email address of the


contact

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

90

Click OK

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

91

Type whatever details of the


client you have here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

92

Click Save Changes

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

93

Client is now added in the


Clients Tab

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

94

To go back to the Invoice for


sending, click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

95

Click the invoice we need to


send

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

96

Click Send to Client

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

97

Click Send Invoice

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

98

And thats it!

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

99

In case you need to send


again, click this

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

100

There is also an option to


export in CSV all

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

101

created invoices. Click


Export to CSV

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

102

Click here to open the


downloaded CSV file

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

103

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

104

To update details of your


company, click Account

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

105

Select My Company

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

106

Here you can update your


Company Name and Logo

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

107

Also, you can add your


company address here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

108

Update your PayPal email


and Financial Year here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

109

Finally customize your


invoice footer and default
email here

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

110

When done, just Click Save


Changes

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

111

For add-ons, there is


payment required as follows

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

112

Congratulations! By now,
you know how to use
Invoiceable.

2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

113

A dream doesnt become


reality through magic; it
takes sweat, determination
and hard work.
-Colin Powell
2015 http://reneegonzalesva.wordpress.com- Your Impeccable and Dynamite Filipino Virtual Assistant

114

También podría gustarte