how to create an account and use invoiceable

117
How To Create Account and Use Invoiceable

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Post on 26-May-2015

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Category:

Business


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DESCRIPTION

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

Page 1: How To Create an Account and Use Invoiceable

How To Create Account and

Use Invoiceable

Page 2: How To Create an Account and Use Invoiceable

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Google suggest word

Erma_Teodocio_How To Create Account and Use Invoiceable

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Click here

Erma_Teodocio_How To Create Account and Use Invoiceable

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You are on this screen

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Click here

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You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 13: How To Create an Account and Use Invoiceable

Click sign up

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Page 14: How To Create an Account and Use Invoiceable

You are on this screen

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Type your name

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Type your email account

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Type your password

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Click get started

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You are on this screen

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Page 20: How To Create an Account and Use Invoiceable

Now you can start invoicing

Erma_Teodocio_How To Create Account and Use Invoiceable

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Before making the invoice

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 22: How To Create an Account and Use Invoiceable

Let set up first

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 23: How To Create an Account and Use Invoiceable

Paypal integration to your

account

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Page 24: How To Create an Account and Use Invoiceable

Back to dashboard screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 25: How To Create an Account and Use Invoiceable

Click account

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 26: How To Create an Account and Use Invoiceable

Select my account

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 27: How To Create an Account and Use Invoiceable

You are on this screen

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Page 28: How To Create an Account and Use Invoiceable

Fill up required data

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Ensure Paypal option is Yes

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Click here to generate

API key

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Page 31: How To Create an Account and Use Invoiceable

Click save

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Your details is updated

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Page 33: How To Create an Account and Use Invoiceable

Then go to

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 34: How To Create an Account and Use Invoiceable

Click My Company

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 35: How To Create an Account and Use Invoiceable

You are on this screen

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Page 36: How To Create an Account and Use Invoiceable

Fill up necessary details

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Page 37: How To Create an Account and Use Invoiceable

On preferences ensure Paypal email

account is encoded

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Once done, click save

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You are on this screen

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When the invoice is paid

via Paypal

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Invoiceable will

automatically mark the

invoice as paid

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Now, will add our client

to be invoiced

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Back on this screen

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Page 44: How To Create an Account and Use Invoiceable

Click clients tab

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Page 45: How To Create an Account and Use Invoiceable

You can click either to add

client

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Page 46: How To Create an Account and Use Invoiceable

You are on this screen

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 47: How To Create an Account and Use Invoiceable

Type client name

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 48: How To Create an Account and Use Invoiceable

Click add contact

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 49: How To Create an Account and Use Invoiceable

This appear

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 50: How To Create an Account and Use Invoiceable

Fill up name

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 51: How To Create an Account and Use Invoiceable

Click ok

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 52: How To Create an Account and Use Invoiceable

This appear

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 53: How To Create an Account and Use Invoiceable

Fill up email account

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 54: How To Create an Account and Use Invoiceable

Click ok

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 55: How To Create an Account and Use Invoiceable

You are on this screen

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Page 56: How To Create an Account and Use Invoiceable

Fill up email account

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Page 57: How To Create an Account and Use Invoiceable

Fill up contact number

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Page 58: How To Create an Account and Use Invoiceable

Fill up website

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Page 59: How To Create an Account and Use Invoiceable

Fill up address

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Page 60: How To Create an Account and Use Invoiceable

Click drop down menu

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Click selected status

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You are on this screen

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Page 63: How To Create an Account and Use Invoiceable

Click here to create a group

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 64: How To Create an Account and Use Invoiceable

This appear

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 65: How To Create an Account and Use Invoiceable

Create client group name

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Click ok

Erma_Teodocio_How To Create Account and Use Invoiceable

Page 67: How To Create an Account and Use Invoiceable

Done filling up data

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Page 68: How To Create an Account and Use Invoiceable

Click save

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Client added

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Lets make our invoice

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Back on dashboard tab

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Click add invoice

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You are on this screen

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Page 74: How To Create an Account and Use Invoiceable

Your invoice number

automatically generated

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Select client to be invoiced

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Page 76: How To Create an Account and Use Invoiceable

Select payment term

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Click if paid or not

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Click advance option

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This option will appear

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Choose currency

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Fill up PO number if required

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Fill up discount if given

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Fill up tax if applicable

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Select date of invoice issued

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Select if invoice can be

viewed by client or not

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Select Paypal payment

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Select if recurring invoice

or not

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Done filling up the invoice

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Click save

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Draft Invoice generated

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Click here to describe your

invoice

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Type your invoice description

here

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Click green check to save

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Type here added data for

your invoice

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Page 95: How To Create an Account and Use Invoiceable

Type here amount to be

invoiced

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Click green check to save

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Click the blue slash to edit

data here

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Edit your data

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Once done editing click

green check to save

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Click save invoice

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Invoiced paid generated

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You can still edit this invoice

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Edit Client being paid

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Send to Client directly

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Add payment if you miss

other fee to bill

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Or download the PDF

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Once invoicing is done

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Click here to go back to your

dashboard

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You are on this screen

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To create another

invoice

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Click the invoices tab

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You are on this screen

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Click add invoice

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Follow the same

process as we created

the first invoice

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Learning is fun.

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Make free invoice online

and get paid through

Paypal

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Page 117: How To Create an Account and Use Invoiceable

Thank you.

Erma_Teodocio_How To Create Account and Use Invoiceable