Alma recinto how_touseinvoiceable

How to Use Invoiceable

Copyright | Alma Recinto | 2015 1

Invoiceable is an ONLINE invoicing.

2Copyright | Alma Recinto | 2015

Why Use Invoiceable?


It’s fast,


it’s simple,


and it’s FREE !


How to use?


Go to homepage of Invoiceable


and sign-up for an account.


click


Sign-up by

providing your


name,


enter


email address


enter


and password.


enter


click 18Copyright | Alma Recinto | 2015

A gmail account is preferred for Virtual

Assistants (VAs).


Now, you’re ready

to create

your own invoice.


click


Be ready to provide


Reference # (e.g. numeric in format)


Client Name (e.g. Clifford Organization)


Payment Term (e.g. 7 days)


Paid

(e.g. Yes? No?)



To display more

options


like currency ($),


PO number

(123456)


Paypal option,


and the like


press


click


Some fields may require you to choose

your answers.


select desired option


enter desired

information


fill-in (if applicable)


auto-fill


choose desired option








2 questionswill appear


depending onyour answer


to Recurring Invoice


1st question


2nd question


To save your Invoice # 123456

click


Here is how your invoice will look like.



Now, let’s edit an invoice.


click


Fields you can edit


Invoice Name


Description of

Invoice


Description of Services Rendered


Footer


To finalize your invoice,


click


Now, let’s try

creating


a non-recurring

invoice.


Fill-in the

following fields.



choose ‘Yes’ instead


click


Sample of

Recurring Invoice



You may now

send the


invoice to your

client.


click


Check your email to confirm


that invoice was sent out.



When sending invoices,


remember to set-up


the client contact information.


Go to homepage


then go to Clients tab.


click



click


Just fill-in the information needed.



click


To view INVOICES created.


click



Update recurring invoices if there are

dates mentioned.



To view ITEMS billed


click



To view your CLIENTS


click



To create REPORTS of your invoices


click


Create a Report -


Unpaid Invoices of all your Clients


for the Calendar Year

2015.


Choose the fields

you prefer


in the options

provided.



Sample Report



Now, let’s try


exporting the

Invoice


to .csv or

excel report.


click



You have just

learned

how to create

invoices.


Congratulations!


Sometimes our faith can only grow when we can't

see. So sometimes He comes in the clouds.

(Steven Curtis Chapman)


Alma recinto how_touseinvoiceable

Technology

desired option

description of invoice

desired information

paypal option

use invoiceable

homepage of invoiceable

description of services

gmail account