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How To Use

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What is Invoiceable?

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Invoiceable makes it easy to


create, send and manage simple
and professional looking invoices
in seconds.

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And its for FREE!

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It automate invoices and get paid


online

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Manage your clients from one place

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Save hours creating invoices

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Trustworthy, safe and secure

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Send invoices on-the-go

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It makes the administrative task of


invoicing as simple as possible.

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Lets get started!

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Open your favorite browser.


(In this tutorial I used Chrome)

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Type invoiceable.com

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Then press Enter in your keyboard

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You will be directed to Invoiceable


homepage

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Lets create a new account by clicking


Sign up.

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You will be directed here

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Type your First name

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Then your Email address

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And finally, type your Password

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Once done, click Get Started

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Welcome to your Invoiceable Dashboard

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Lets start by setting up your


Company!

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Click Account

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This options will appear

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Click My Company

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And you will be directed to this page

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Where you need to input company details

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Type here your Company Name

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Click Choose File to upload your


company logo if you have

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Copy/Paste your Company


website here

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Type your company email address

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Input all your company address


details here

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Type your company phone number

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Input your Twitter account

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Type your Company Details

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Take note on this tip for the Company details

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Choose preference on the


Regional Settings

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Tick the boxes to enable Tax

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In the Preferences, enter your


Paypal Email

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Select your Financial Year

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Type your Invoice Footer if any

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You can type Invoice Email


Template if any

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Once done, click Save Changes

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Lets create an Invoice

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Click Invoices

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Click Add Invoice

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This form will appear

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Start with Reference # for the proper


arranging

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Now, click Client drop-down box

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You can Add Client or Select one if


you already set up your list of clients

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Lets click Add Client

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This will appear asking you to type


the name of your client

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Once done, click OK

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Click Payment Terms drop-down box

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Select Payment Terms

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Selection for Paid?


Choose if Yes or No

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Click here to Advanced Options

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This will appear

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Click here to appear the selection


for Currency

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Type in your PO Number

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Type your Discount rate

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Click here to select the invoice Date


Issued

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Click this to select how you want your


client to view the invoice

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Next, select Yes, allow payments


through PayPal or No, disable online
payments

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If you choose Yes, allow payments


through PayPal, make sure you
setup PayPal email address

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on the My Company page that


we showed on this tutorial on
page 40

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Select Yes if you want Recurring


Invoice and No if not

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After selecting Yes from Recurring


Invoice, this will appear

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Click this to select the Frequency:


Weekly, Monthly, Quarterly, or Yearly

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Select Yes or No for Auto Send?

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Click Save Changes once done

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The Draft of your invoice will be


shown

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Lets customize our Invoice

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To change the invoice name, click here

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Type your Invoice title here

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Once done, click here to save

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Click this icon to add description if any

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Provide your description here

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Then click this check icon, once done

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Type your Item here

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Type your item Description here

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Type the Unit Cost

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Type here the Quantity

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The system will automatically


compute for the Cost

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Click this check icon to save

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Your invoice is already set and


ready to be sent to your client

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Now, lets tour on your Invoice


records. Click here.

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Here will be your list of Drafts


invoice

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Click here to view All invoices

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Here, to view Unpaid invoices

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Click here to view Paid invioces

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Click here for your record history


invoices

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How to Add Item


(this is your product or services)

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Click Items

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Click Add Item

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Type your Item/product name


here

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Type your items Description

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Type your items Unit Price

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Then click Save Changes

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How to your Add Client

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Click Clients

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Click Add Client

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This clients form will appear

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Fill up the following fields then click


Save Changes once done

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How to Add Report

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Click Reports

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Click Add Report

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This reports form will appear

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Fill up the following fields then click


Save Changes

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If you know your invoices


Reference #

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You can type and search for it here

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For other features, you may click


Add-ons

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These are the paid features

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If you have other concerns and


need help or have some questions
in mind

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Click Account

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Click Help/Support

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And you will directed to their Help


page

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You can search here your


questions for answers
and explore for some info.

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And thats it!


Were done exploring Invoiceable.

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Thank you for visiting my blog!

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Dont forget to check out my other


tutorials at

revicereno@wordpress.com

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