Tutorial on How to Use Invoiceable by Flor Angeles @ florangeles.com | Ideal Virtual Professional

1. How
to Use
1© Flor Angeles – How to Use Invoiceable

2. What
is
Invoiceable?
2© Flor Angeles – How to Use Invoiceable

3. Invoiceable
is a free software
3© Flor Angeles – How to Use Invoiceable

4. that lets you create
invoices for free
4© Flor Angeles – How to Use Invoiceable

5. online, send it and
get paid through
PayPal
5© Flor Angeles – How to Use Invoiceable

6. How to
Sign Up for
an Account?
6© Flor Angeles – How to Use Invoiceable

7. Open your web
browser
7© Flor Angeles – How to Use Invoiceable

8. Look here in the
address bar
8© Flor Angeles – How to Use Invoiceable

9. Click inside the
bar
9© Flor Angeles – How to Use Invoiceable

10. Type in
https://invoiceable.com
and press Enter
10© Flor Angeles – How to Use Invoiceable

11. The home page appears
11© Flor Angeles – How to Use Invoiceable

12. Click on Sign up
12© Flor Angeles – How to Use Invoiceable

13. Sign up for your
free account
window appears
13© Flor Angeles – How to Use Invoiceable

14. Enter your
First Name
14© Flor Angeles – How to Use Invoiceable

15. 15© Flor Angeles – How to Use Invoiceable
Enter your
Email Address

16. Enter your
Password
16© Flor Angeles – How to Use Invoiceable

17. Click on Get
Started button
17© Flor Angeles – How to Use Invoiceable

18. The Dashboard window
will appear
18© Flor Angeles – How to Use Invoiceable

19. How to
Set Up Your
Company
Account? 19© Flor Angeles – How to Use Invoiceable

20. 20© Flor Angeles – How to Use Invoiceable
Click on
Account button

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Select on Company

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Fill-out the Company
details

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Enter your Company
Name

24. 24© Flor Angeles – How to Use Invoiceable
Enter your
Company Address

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Click here to upload
your Company Logo

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Enter Company
Phone Number

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Enter Twitter
Account, if available

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Enter Additional Details
like email address

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Click on Save Changes
if you’re done

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To add your Company
Preferences, click here

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Preferences window
will appear

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Select Time Zone here

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Select Date Format here

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Select Start Week here

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Choose Financial Year here

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Pick Currency here

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Choose Language here

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Tick these icons to
enable Tax

39. 39© Flor Angeles – How to Use Invoiceable
Enter PayPal Email
here

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Click on Save Changes
when you’re done

41. 41© Flor Angeles – How to Use Invoiceable
To add Company
Templates, click here

42. 42© Flor Angeles – How to Use Invoiceable
Templates window
appears

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Type your Invoice Footer

44. 44© Flor Angeles – How to Use Invoiceable
You can type a
customize message here

45. 45© Flor Angeles – How to Use Invoiceable
You can also type a message
for overdue invoices here

46. 46© Flor Angeles – How to Use Invoiceable
Click on Save Changes
if you’re done

47. How to
Create Your
First
Invoice? 47© Flor Angeles – How to Use Invoiceable

48. In your Dashboard,
click on Add Invoice
48© Flor Angeles – How to Use Invoiceable

49. 49© Flor Angeles – How to Use Invoiceable
The Invoice window
will appear

50. 50© Flor Angeles – How to Use Invoiceable
Enter Reference Number
or leave as it is

51. 51© Flor Angeles – How to Use Invoiceable
Click arrow down to
select or add client

52. 52© Flor Angeles – How to Use Invoiceable
Click on Add Client

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This will pop up

54. 54© Flor Angeles – How to Use Invoiceable
Enter Client Name
here

55. 55© Flor Angeles – How to Use Invoiceable
Then click on
OK button

56. 56© Flor Angeles – How to Use Invoiceable
The name of the client
will appear here

57. 57© Flor Angeles – How to Use Invoiceable
For Payment Terms,
click the dropdown arrow

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You may select from the
following days

59. 59© Flor Angeles – How to Use Invoiceable
Or Custom Date

60. In this case we
will use the
default
payment terms
60© Flor Angeles – How to Use Invoiceable

61. 61© Flor Angeles – How to Use Invoiceable
Click on
Due on Receipt

62. It means that
the clients
need to pay
you
62© Flor Angeles – How to Use Invoiceable

63. as soon as
they
received the
invoice
63© Flor Angeles – How to Use Invoiceable

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To know if the client already
paid you, click here

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Select either
Yes or No

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For other options on your
invoice, click on
Advanced Options

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Click here to select
Currency

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Enter PO Number,
if applicable

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To give Discount,
enter number here

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Enter Issued Date of the
invoice here

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Select here to view invoice
either public or private

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Choose here to enable or
disable online payment

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Pick here to send
reminders to client or not

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Select here to make the
invoice recurring or not

75. 75© Flor Angeles – How to Use Invoiceable
Once you’re done,
click on Save Changes

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The draft invoice appears

77. How to
Edit or Change
Your
Draft Invoice?
77© Flor Angeles – How to Use Invoiceable

78. 78© Flor Angeles – How to Use Invoiceable
From the Dashboard,
click on Invoices

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The Invoices window
will appear

80. 80© Flor Angeles – How to Use Invoiceable
You can see the
draft invoices details

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Click here to view
your draft invoice

82. 82© Flor Angeles – How to Use Invoiceable
This will appear

83. 83© Flor Angeles – How to Use Invoiceable
To change invoice name,
click the pencil icon

84. 84© Flor Angeles – How to Use Invoiceable
Type the new invoice
name here

85. 85© Flor Angeles – How to Use Invoiceable
Click the green check
icon to save changes

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To add the product or
service details, click here

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Enter Item Number here

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Enter Item Description here

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Enter Unit Cost here

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Enter Quantity here

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Total Cost will be
reflected here

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Click the green check
icon to save

93. 93© Flor Angeles – How to Use Invoiceable
To Add Item just click
here

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See the Total Amount
and Balance here

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To add notes just
click the pencil icon

96. 96© Flor Angeles – How to Use Invoiceable
If you’re done, click here
to save invoice

97. 97© Flor Angeles – How to Use Invoiceable
But if you
still need
to edit
some items

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Click on Edit Invoice

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This will appear and you
do the changes

100. 100© Flor Angeles – How to Use Invoiceable
To edit client details,
click on Edit Client

101. 101© Flor Angeles – How to Use Invoiceable
This will appear and
you can modify it

102. How to
Send the
Invoice
to Client?
102© Flor Angeles – How to Use Invoiceable

103. 103© Flor Angeles – How to Use Invoiceable
Click on Send to Client
button

104. If you haven’t
set up your
client’s contact
information
104© Flor Angeles – How to Use Invoiceable

105. 105© Flor Angeles – How to Use Invoiceable
This will appear

106. 106© Flor Angeles – How to Use Invoiceable
Click here to enter
client’s contact
details

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You can add the client’s
main contact here

108. 108© Flor Angeles – How to Use Invoiceable
Enter Email Address
here

109. 109© Flor Angeles – How to Use Invoiceable
Enter Telephone Number
here

110. 110© Flor Angeles – How to Use Invoiceable
Enter Fax Number
here

111. 111© Flor Angeles – How to Use Invoiceable
Enter Mobile Number
here

112. 112© Flor Angeles – How to Use Invoiceable
Enter Website
here

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Enter Address
here

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Select Group
here

115. 115© Flor Angeles – How to Use Invoiceable
And put other
information here

116. 116© Flor Angeles – How to Use Invoiceable
Click on Save Changes
if you’re done

117. You can now
send the
invoice to your
client
117© Flor Angeles – How to Use Invoiceable

118. after you’ve
added
his/ her
contact details
118© Flor Angeles – How to Use Invoiceable

119. 119© Flor Angeles – How to Use Invoiceable
Just click on Send to
Client button

120. 120© Flor Angeles – How to Use Invoiceable
This window will appear

121. 121© Flor Angeles – How to Use Invoiceable
Click on Send Invoice

122. How to Add
Payment
Received from
the Client?
122© Flor Angeles – How to Use Invoiceable

123. 123© Flor Angeles – How to Use Invoiceable
From the Invoices window,
click on Options icon

124. 124© Flor Angeles – How to Use Invoiceable
This will appear

125. 125© Flor Angeles – How to Use Invoiceable
Click on View Payments

126. 126© Flor Angeles – How to Use Invoiceable
This appears, click on
Add Payment

127. 127© Flor Angeles – How to Use Invoiceable
Enter Amount Paid

128. 128© Flor Angeles – How to Use Invoiceable
Enter Date

129. 129© Flor Angeles – How to Use Invoiceable
Enter Description

130. 130© Flor Angeles – How to Use Invoiceable
Then click Save Changes

131. 131© Flor Angeles – How to Use Invoiceable
On Invoices window,
click Paid button to see
payment status

132. How to
Generate
Invoice
Report?
132© Flor Angeles – How to Use Invoiceable

133. 133© Flor Angeles – How to Use Invoiceable
Click on Reports Tab

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This will appear,
click on Add Report

135. 135© Flor Angeles – How to Use Invoiceable
This appears,
enter Report Name

136. 136© Flor Angeles – How to Use Invoiceable
Enter Client

137. 137© Flor Angeles – How to Use Invoiceable
Select Currency

138. 138© Flor Angeles – How to Use Invoiceable
Select Paid

139. 139© Flor Angeles – How to Use Invoiceable
Select scope of
your report here

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Choose visibility of your
report here

141. 141© Flor Angeles – How to Use Invoiceable
When you’re done,
click on Save Changes

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This appears, click on
View Report icon

143. 143© Flor Angeles – How to Use Invoiceable
Here comes your report for
the month of January

144. It’s now your
turn to make
your own
Invoice! 
144© Flor Angeles – How to Use Invoiceable

145. There are no limits
to the mind except
those that we
acknowledge.
- Napoleon Hill© Flor Angeles – How to Use Invoiceable 145

146. 146© Flor Angeles – How to Use Invoiceable
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