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Create, Send, & Track Invoices Quickly & Easily with Invoicely
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Create, Send, & Track Invoices Quickly & Easily with Invoicely (formerly Invoiceable)
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Create, Send, & Track Invoices Quickly & Easily with Invoicely
1.
2.
What’s ? 2
3.
is a powerful
online invoicing tool that many small businesses can use for free 3
4.
is also cloud-based
so you can use from anywhere at any time, making it easy to keep up with work on the go 4
5.
It’s Perfect for freelancers. 5
6.
See What Others
Say About Invoicely http://designmodo.com/invoicely/ http://www.makeuseof.com/tag/make-send- track-invoices-quickly-easily-invoicely/ https://designshack.net/articles/reviews/ invoicely-review/ 6
7.
Let’s get started 7
8.
In Google, type
“Invoicely” 8
9.
Click on link
https://invoicely.com 9
10.
Welcome to the
Home Page 10
11.
Click “Sign Up
Free” to Start 11
12.
Fill up the
form 12
13.
Type your email
address here 13
14.
Type Password 14
15.
Re-type Password Here 15
16.
Click “Proceed” 16
17.
Tell Invoicely About
Yourself 17
18.
Type your Name 18
19.
Type your COMPANY 19
20.
Type your Website
Link 20
21.
Type in your
Business Address 21
22.
Type in your
TAX ID (if applicable) 22
23.
Type in your
Postal Code 23
24.
Type in your
City 24
25.
Select your Country 25
26.
Click “Proceed” 26
27.
Select Plan 27
28.
Click “Skip for
Now” 28
29.
Type your “Business
Name” 29
30.
Type in your
“Vanity URL” 30
31.
Click “Start Using
Invoicely” 31
32.
Welcome to the
Dashboard 32
33.
Let’s go over
the parts 33
34.
Your Recent Activity 34
35.
Chart of Invoiced
/ Received 35
36.
Summary of Invoices 36
37.
Summary of Invoices 37
38.
Summary of Invoiced/
Expenses 38
39.
Let’s make an INVOICE 39
40.
Click “Add New” 40
41.
Click “Invoice” 41
42.
Type “Description” 42
43.
Click “Logo” 43
44.
Press “Page Down” 44
45.
Look for Statement
Logo 45
46.
Click “Upload” 46
47.
Locate LOGO for
Upload 47
48.
Click “Open” 48
49.
Logo now uploaded 49
50.
Click Save Changes 50
51.
See your logo
in your invoice 51
52.
Type Invoice Number 52
53.
Change Language if
needed 53
54.
Change Currency here 54
55.
Type Date of
Invoice 55
56.
Click on “Due
on Receipt” 56
57.
To Change Invoice
due date 57
58.
Type Purchase Order
(if any) 58
59.
Click “New Client” 59
60.
Type Client’s Name 60
61.
Choose default Invoice Currency 61
62.
Type Email Address 62
63.
Type Phone Number 63
64.
Type Client’s business
address 64
65.
Type Client’s business
address 65
66.
Click “Save &
Return” 66
67.
And you have
your Client’s info 67
68.
Type what’s your
invoice is about 68
69.
Click Calendar icon 69
70.
Select Date 70
71.
Click Link icon 71
72.
Type Link text 72
73.
Paste Permalink 73
74.
Click “Add Link” 74
75.
See your link
inserted 75
76.
See your link
inserted 76
77.
Click Tax Icon,
to include Tax % 77
78.
Click “New Tax” 78
79.
Add Tax Name 79
80.
Add Tax Rate 80
81.
Click “Add” 81
82.
To add Rate,
Type here 82
83.
Type Quantity here 83
84.
Type Rate here 84
85.
Change Unit here 85
86.
Choose if by
Quantity by Hrs, Day, Month 86
87.
Type here to
Add Notes 87
88.
Click “Save” 88
89.
Click “Save” again 89
90.
Invoice “Saved” 90
91.
Click “Preview” 91
92.
To see your
invoice 92
93.
Click “Actions” 93
94.
And Choose 94
95.
To Print and/or
Download 95
96.
Click “Account Statement” 96
97.
To see record
of your client’s transactions with you 97
98.
Also in your
invoice Page, Click “Actions” 98
99.
And Choose Other
Options for your invoice 99
100.
Click “Send Invoice” 100
101.
Email Service will
appear 101
102.
Change Subject line
here 102
103.
Change Email Content
Here 103
104.
Click to attach
PDF copy to email 104
105.
Click “Send” 105
106.
Congratulations! 106
107.
Invoice 001 has
been Sent! 107
108.
Click “Dashboard” 108
109.
And See Your
Data 109
110.
Now, you’re ready
to send invoices 110
111.
Click “Business Settings” 111
112.
You can integrate
your invoice 112
113.
Click “Payment Integrations” 113
114.
Click “Enable Paypal” 114
115.
Type in your
Paypal ID 115
116.
Click “Save Changes” 116
117.
Settings Saved! 117
118.
When you send
a new invoice 118
119.
You’ll see the Payment
Methods line 119
120.
To Record a
Payment Manually 120
121.
On Dashboard, Click
“Invoices” 121
122.
Click On The
Invoice 122
123.
Click On “Actions” 123
124.
Click On “Mark
as Paid” 124
125.
A Notification Will
Appear 125
126.
Dashboard will show
record of the payment 126
127.
You already get
to use a lot with a Plan 127
128.
For added features
below, Upgrade your Plan 128
129.
See below chart
for comparison 129
130.
AND WE’RE DONE! Thank
you 130
131.
DID YOU LIKE THIS
TUTORIAL? Please share it. 131
132.
Come and Say
Hi: learnwithabbie.com 132
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