How To Use Invoiceable

How to Use
1 2014 facebook.com/elaineniale-Your Marvellous Virtual Assistant

Open www.invoiceable.co
2014 facebook.com/elaineniale-Your Marvellous Virtual Assistant
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Click on Sign up
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Fill in all the information
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And click on Get Started
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Click on Add Invoice
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Click on Reference # if you
wish to change it
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Click on Client Dropdown
arrow
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And click on Add Client
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This appears
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Enter the Name of your Client
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Click on OK
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Next, click on Payment Terms
dropdown arrow
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Select your most
applicable payment
term.
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In this example, select 7 days
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Next, click on Advanced
Options
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Click on Allow PayPal arrow
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Select Yes
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When done, click on
Save Changes
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Click here to edit Invoice title
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Fill in the title
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And click on the Green Check
Button
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Click here to add a description
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Fill in the description
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Then, click on the Green
Check Button
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Next, click on Item
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Fill in Item Name
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Fill in the Description of the
item
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Fill in Unit Cost and Quantity
here
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Invoiceable will
automatically
compute the total
cost.
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Click on the Check button
to Save
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Click on Add Item if you want
to add more
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And follow the
same procedure.
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Once done, click on
Save Invoice
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Now, Invoices can
be sent to clients
thru Email.
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Click on Send to Client
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But! You need to
set up an Email
first.
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Click here
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Fill in the Details of your Client
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Once done, click on
Save Changes
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Click on Contacts
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Click here to a Add Contact
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Fill in all the information
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Click on Group arrow
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Click on Add Group
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Enter the Name of the Group
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And click on OK
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Click on Save Changes
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Click on Jomar Hilario
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Click on Invoices
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Then, click on Send to Client
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This appears
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Click on Send Invoice
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Invoice sent
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You can re-send
invoices to follow up
payment from client.
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Just click on Re-send to Client
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And click on
Send Invoice again
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Client can pay you
by PayPal,
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Using the link noted
on the Invoice
email.
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If payment has
been made you can
edit the Invoice.
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Click on Options
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Then, select Mark as Paid
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Click here if you wish
to Edit payment
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And click here if you wish to
Delete payment
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Click on Paid to view all
the paid Invoices
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Lets try adding 1 Invoice by
clicking Add Invoice
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Fill in all the details
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Click on Client
dropdown arrow
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Select Add Client
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Enter Name of new client
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Click on OK
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Click on Advanced Options
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Click on Allow PayPal
dropdown arrow
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Select Yes
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And click on Save Changes
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Fill in all the Information
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Once done, click on Save
Invoice
Save Invoice
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Now, click on Invoices
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Then, click on All Invoices
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All your Invoices are found here
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For an overview of
your invoice and
transactions
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Click on Dashboard
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It contains summary
and analysis of your
yearly payment
collection.
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Next, click on Reports
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Click on Add Report
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Fill in all the details
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Click on Public dropdown
arrow
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And select Public
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Click on Save Changes
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Click here to view your Report
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Click on Download PDF to
view report as PDF
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Click on the VA.pdf Dropdown
arrow
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Click on Open
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A new window appears
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To Save PDF file, click here
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And click on Save
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How To Use Invoiceable

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How To Use Invoiceable

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1 2014 facebook.com/elaineniale-Your Marvellous Virtual Assistant

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