How To Create an Account and Use Invoiceable

Post on 26-May-2015

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Fast, simple & free online invoicing Create invoices in seconds not hours Automate invoices & get paid online Manage your clients from one place It's free and easy to use

Transcript of How To Create an Account and Use Invoiceable

How To Create Account and

Use Invoiceable

Erma_Teodocio_How To Create Account and Use Invoiceable

Erma_Teodocio_How To Create Account and Use Invoiceable

Erma_Teodocio_How To Create Account and Use Invoiceable

Erma_Teodocio_How To Create Account and Use Invoiceable

Erma_Teodocio_How To Create Account and Use Invoiceable

Erma_Teodocio_How To Create Account and Use Invoiceable

Google suggest word

Erma_Teodocio_How To Create Account and Use Invoiceable

Click here

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Click here

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Click sign up

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Type your name

Erma_Teodocio_How To Create Account and Use Invoiceable

Type your email account

Erma_Teodocio_How To Create Account and Use Invoiceable

Type your password

Erma_Teodocio_How To Create Account and Use Invoiceable

Click get started

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Now you can start invoicing

Erma_Teodocio_How To Create Account and Use Invoiceable

Before making the invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Let set up first

Erma_Teodocio_How To Create Account and Use Invoiceable

Paypal integration to your

account

Erma_Teodocio_How To Create Account and Use Invoiceable

Back to dashboard screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Click account

Erma_Teodocio_How To Create Account and Use Invoiceable

Select my account

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up required data

Erma_Teodocio_How To Create Account and Use Invoiceable

Ensure Paypal option is Yes

Erma_Teodocio_How To Create Account and Use Invoiceable

Click here to generate

API key

Erma_Teodocio_How To Create Account and Use Invoiceable

Click save

Erma_Teodocio_How To Create Account and Use Invoiceable

Your details is updated

Erma_Teodocio_How To Create Account and Use Invoiceable

Then go to

Erma_Teodocio_How To Create Account and Use Invoiceable

Click My Company

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up necessary details

Erma_Teodocio_How To Create Account and Use Invoiceable

On preferences ensure Paypal email

account is encoded

Erma_Teodocio_How To Create Account and Use Invoiceable

Once done, click save

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

When the invoice is paid

via Paypal

Erma_Teodocio_How To Create Account and Use Invoiceable

Invoiceable will

automatically mark the

invoice as paid

Erma_Teodocio_How To Create Account and Use Invoiceable

Now, will add our client

to be invoiced

Erma_Teodocio_How To Create Account and Use Invoiceable

Back on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Click clients tab

Erma_Teodocio_How To Create Account and Use Invoiceable

You can click either to add

client

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Type client name

Erma_Teodocio_How To Create Account and Use Invoiceable

Click add contact

Erma_Teodocio_How To Create Account and Use Invoiceable

This appear

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up name

Erma_Teodocio_How To Create Account and Use Invoiceable

Click ok

Erma_Teodocio_How To Create Account and Use Invoiceable

This appear

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up email account

Erma_Teodocio_How To Create Account and Use Invoiceable

Click ok

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up email account

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up contact number

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up website

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up address

Erma_Teodocio_How To Create Account and Use Invoiceable

Click drop down menu

Erma_Teodocio_How To Create Account and Use Invoiceable

Click selected status

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Click here to create a group

Erma_Teodocio_How To Create Account and Use Invoiceable

This appear

Erma_Teodocio_How To Create Account and Use Invoiceable

Create client group name

Erma_Teodocio_How To Create Account and Use Invoiceable

Click ok

Erma_Teodocio_How To Create Account and Use Invoiceable

Done filling up data

Erma_Teodocio_How To Create Account and Use Invoiceable

Click save

Erma_Teodocio_How To Create Account and Use Invoiceable

Client added

Erma_Teodocio_How To Create Account and Use Invoiceable

Lets make our invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Back on dashboard tab

Erma_Teodocio_How To Create Account and Use Invoiceable

Click add invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Your invoice number

automatically generated

Erma_Teodocio_How To Create Account and Use Invoiceable

Select client to be invoiced

Erma_Teodocio_How To Create Account and Use Invoiceable

Select payment term

Erma_Teodocio_How To Create Account and Use Invoiceable

Click if paid or not

Erma_Teodocio_How To Create Account and Use Invoiceable

Click advance option

Erma_Teodocio_How To Create Account and Use Invoiceable

This option will appear

Erma_Teodocio_How To Create Account and Use Invoiceable

Choose currency

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up PO number if required

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up discount if given

Erma_Teodocio_How To Create Account and Use Invoiceable

Fill up tax if applicable

Erma_Teodocio_How To Create Account and Use Invoiceable

Select date of invoice issued

Erma_Teodocio_How To Create Account and Use Invoiceable

Select if invoice can be

viewed by client or not

Erma_Teodocio_How To Create Account and Use Invoiceable

Select Paypal payment

Erma_Teodocio_How To Create Account and Use Invoiceable

Select if recurring invoice

or not

Erma_Teodocio_How To Create Account and Use Invoiceable

Done filling up the invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Click save

Erma_Teodocio_How To Create Account and Use Invoiceable

Draft Invoice generated

Erma_Teodocio_How To Create Account and Use Invoiceable

Click here to describe your

invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Type your invoice description

here

Erma_Teodocio_How To Create Account and Use Invoiceable

Click green check to save

Erma_Teodocio_How To Create Account and Use Invoiceable

Type here added data for

your invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Type here amount to be

invoiced

Erma_Teodocio_How To Create Account and Use Invoiceable

Click green check to save

Erma_Teodocio_How To Create Account and Use Invoiceable

Click the blue slash to edit

data here

Erma_Teodocio_How To Create Account and Use Invoiceable

Edit your data

Erma_Teodocio_How To Create Account and Use Invoiceable

Once done editing click

green check to save

Erma_Teodocio_How To Create Account and Use Invoiceable

Click save invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Invoiced paid generated

Erma_Teodocio_How To Create Account and Use Invoiceable

You can still edit this invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Edit Client being paid

Erma_Teodocio_How To Create Account and Use Invoiceable

Send to Client directly

Erma_Teodocio_How To Create Account and Use Invoiceable

Add payment if you miss

other fee to bill

Erma_Teodocio_How To Create Account and Use Invoiceable

Or download the PDF

Erma_Teodocio_How To Create Account and Use Invoiceable

Once invoicing is done

Erma_Teodocio_How To Create Account and Use Invoiceable

Click here to go back to your

dashboard

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

To create another

invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Click the invoices tab

Erma_Teodocio_How To Create Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Click add invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Follow the same

process as we created

the first invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Learning is fun.

Erma_Teodocio_How To Create Account and Use Invoiceable

Make free invoice online

and get paid through

Paypal

Erma_Teodocio_How To Create Account and Use Invoiceable

Thank you.

Erma_Teodocio_How To Create Account and Use Invoiceable