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Alma Recinto HowToUseInvoiceable

The document provides instructions for using Invoiceable, an online invoicing tool. It describes how to sign up, create invoices, edit invoices, send invoices to clients, view reports and export invoices. Key steps include signing up, filling in required fields when creating an invoice, sending invoices by email, and viewing or exporting invoices and reports.

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0% found this document useful (0 votes)

63 views114 pages

Alma Recinto HowToUseInvoiceable

The document provides instructions for using Invoiceable, an online invoicing tool. It describes how to sign up, create invoices, edit invoices, send invoices to clients, view reports and export invoices. Key steps include signing up, filling in required fields when creating an invoice, sending invoices by email, and viewing or exporting invoices and reports.

Uploaded by

Copyright

© © All Rights Reserved

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

You are on page 1/ 114

How to Use

Invoiceable

Copyright | Alma Recinto | 2015

Invoiceable is an
ONLINE invoicing.

Copyright | Alma Recinto | 2015

Why Use
Invoiceable?

Copyright | Alma Recinto | 2015

Its fast,

Copyright | Alma Recinto | 2015

its simple,

Copyright | Alma Recinto | 2015

and its FREE !

Copyright | Alma Recinto | 2015

How to use?

Copyright | Alma Recinto | 2015

Go to homepage of
Invoiceable

Copyright | Alma Recinto | 2015

and sign-up
for an account.

Copyright | Alma Recinto | 2015

click
Copyright | Alma Recinto | 2015

10

Sign-up by
providing your

Copyright | Alma Recinto | 2015

11

name,

Copyright | Alma Recinto | 2015

12

enter

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13

email address

Copyright | Alma Recinto | 2015

14

enter

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15

and password.

Copyright | Alma Recinto | 2015

16

enter

Copyright | Alma Recinto | 2015

17

Copyright | Alma Recinto | 2015

click

18

A gmail account is
preferred for Virtual
Assistants (VAs).

Copyright | Alma Recinto | 2015

19

Now, youre ready

to create
your own invoice.

Copyright | Alma Recinto | 2015

20

click
Copyright | Alma Recinto | 2015

21

Be ready to
provide

Copyright | Alma Recinto | 2015

22

Reference #
(e.g. numeric in format)

Copyright | Alma Recinto | 2015

23

Client Name
(e.g. Clifford Organization)

Copyright | Alma Recinto | 2015

24

Payment Term
(e.g. 7 days)

Copyright | Alma Recinto | 2015

25

Paid
(e.g. Yes? No?)

Copyright | Alma Recinto | 2015

26

Copyright | Alma Recinto | 2015

27

To display more
options

Copyright | Alma Recinto | 2015

28

like currency ($),

Copyright | Alma Recinto | 2015

29

PO number
(123456)

Copyright | Alma Recinto | 2015

30

Paypal option,

Copyright | Alma Recinto | 2015

31

and the like

Copyright | Alma Recinto | 2015

32

press

Copyright | Alma Recinto | 2015

33

click

Copyright | Alma Recinto | 2015

34

Some fields may

require you to choose
your answers.

Copyright | Alma Recinto | 2015

35

select
desired
option

Copyright | Alma Recinto | 2015

36

enter
desired
information

Copyright | Alma Recinto | 2015

37

fill-in
(if applicable)

Copyright | Alma Recinto | 2015

38

auto-fill

Copyright | Alma Recinto | 2015

39

choose
desired
option

Copyright | Alma Recinto | 2015

40

choose
desired
option

Copyright | Alma Recinto | 2015

41

choose
desired
option

Copyright | Alma Recinto | 2015

42

choose
desired
option

Copyright | Alma Recinto | 2015

43

2 questions
will appear

Copyright | Alma Recinto | 2015

44

depending on
your answer

Copyright | Alma Recinto | 2015

45

to Recurring
Invoice

Copyright | Alma Recinto | 2015

46

1st
question

Copyright | Alma Recinto | 2015

47

2nd
question

Copyright | Alma Recinto | 2015

48

To save your Invoice # 123456

click
Copyright | Alma Recinto | 2015

49

Here is how your

invoice will look like.

Copyright | Alma Recinto | 2015

50

Copyright | Alma Recinto | 2015

51

Now, lets edit

an invoice.

Copyright | Alma Recinto | 2015

52

click

Copyright | Alma Recinto | 2015

53

Fields you can edit

Copyright | Alma Recinto | 2015

54

Invoice Name

Copyright | Alma Recinto | 2015

55

Description
of
Invoice

Copyright | Alma Recinto | 2015

56

Description
of Services
Rendered

Copyright | Alma Recinto | 2015

57

Footer
Copyright | Alma Recinto | 2015

58

To finalize
your invoice,

Copyright | Alma Recinto | 2015

59

click

Copyright | Alma Recinto | 2015

60

Now, lets try

creating

Copyright | Alma Recinto | 2015

61

a non-recurring
invoice.

Copyright | Alma Recinto | 2015

62

Fill-in the
following fields.

Copyright | Alma Recinto | 2015

63

Copyright | Alma Recinto | 2015

64

choose Yes
instead

Copyright | Alma Recinto | 2015

65

click

Copyright | Alma Recinto | 2015

66

Sample of
Recurring Invoice

Copyright | Alma Recinto | 2015

67

Copyright | Alma Recinto | 2015

68

You may now

send the

Copyright | Alma Recinto | 2015

69

invoice to your
client.

Copyright | Alma Recinto | 2015

70

click

Copyright | Alma Recinto | 2015

71

Check your email

to confirm

Copyright | Alma Recinto | 2015

72

that invoice
was sent out.

Copyright | Alma Recinto | 2015

73

Copyright | Alma Recinto | 2015

74

When sending
invoices,

Copyright | Alma Recinto | 2015

75

remember to set-up

Copyright | Alma Recinto | 2015

76

the client contact

information.

Copyright | Alma Recinto | 2015

77

Go to homepage

Copyright | Alma Recinto | 2015

78

then go to
Clients tab.

Copyright | Alma Recinto | 2015

79

click

Copyright | Alma Recinto | 2015

80

Copyright | Alma Recinto | 2015

81

click

Copyright | Alma Recinto | 2015

82

Just fill-in the

information needed.

Copyright | Alma Recinto | 2015

83

Copyright | Alma Recinto | 2015

84

click
Copyright | Alma Recinto | 2015

85

To view INVOICES created.

Copyright | Alma Recinto | 2015

86

click

Copyright | Alma Recinto | 2015

87

Copyright | Alma Recinto | 2015

88

Update recurring
invoices if there are
dates mentioned.

Copyright | Alma Recinto | 2015

89

Copyright | Alma Recinto | 2015

90

To view ITEMS billed

Copyright | Alma Recinto | 2015

91

click

Copyright | Alma Recinto | 2015

92

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93

To view your CLIENTS

Copyright | Alma Recinto | 2015

94

click

Copyright | Alma Recinto | 2015

95

Copyright | Alma Recinto | 2015

96

To create REPORTS of
your invoices

Copyright | Alma Recinto | 2015

97

click

Copyright | Alma Recinto | 2015

98

Create a Report -

Copyright | Alma Recinto | 2015

99

Unpaid Invoices of
all your Clients

Copyright | Alma Recinto | 2015

100

for the
Calendar Year
2015.

Copyright | Alma Recinto | 2015

101

Choose the fields

you prefer

Copyright | Alma Recinto | 2015

102

in the options
provided.

Copyright | Alma Recinto | 2015

103

Copyright | Alma Recinto | 2015

104

Sample Report

Copyright | Alma Recinto | 2015

105

Copyright | Alma Recinto | 2015

106

Now, lets try

Copyright | Alma Recinto | 2015

107

exporting the
Invoice

Copyright | Alma Recinto | 2015

108

to .csv or
excel report.

Copyright | Alma Recinto | 2015

109

click

Copyright | Alma Recinto | 2015

110

Copyright | Alma Recinto | 2015

111

You have just

learned
how to create
invoices.

Copyright | Alma Recinto | 2015

112

Congratulations!

Copyright | Alma Recinto | 2015

113

Sometimes our faith can

only grow when we can't
see. So sometimes He
comes in the clouds.
(Steven Curtis Chapman)

Copyright | Alma Recinto | 2015

114

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