Create, Send, & Track Invoices Quickly & Easily with Invoicely
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The document is a tutorial that introduces Invoicely, a free online invoicing tool that allows small businesses to create and send invoices. It guides the user through the process of setting up an Invoicely account, creating an invoice for a client, and sending the invoice via email. This includes adding client details, line items, taxes, links, notes, and integrating payment options like PayPal. The tutorial also explains how to view invoices and payments and customize business settings.
Create, Send, & Track Invoices Quickly & Easily with Invoicely
- 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
- 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
- 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
- 17. Tell Invoicely About Yourself 17
- 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
- 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
- 35. Chart of Invoiced / Received 35
- 38. Summary of Invoiced/ Expenses 38
- 43. Click “Logo” 43
- 45. Look for Statement Logo 45
- 47. Locate LOGO for Upload 47
- 48. Click “Open” 48
- 51. See your logo in your invoice 51
- 53. Change Language if needed 53
- 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
- 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
- 70. Select Date 70
- 75. See your link inserted 75
- 76. See your link inserted 76
- 77. Click Tax Icon, to include Tax % 77
- 79. Add Tax Name 79
- 80. Add Tax Rate 80
- 81. Click “Add” 81
- 82. To add Rate, Type here 82
- 86. Choose if by Quantity by Hrs, Day, Month 86
- 87. Type here to Add Notes 87
- 88. Click “Save” 88
- 92. To see your invoice 92
- 94. And Choose 94
- 95. To Print and/or Download 95
- 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
- 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
- 109. And See Your Data 109
- 110. Now, you’re ready to send invoices 110
- 112. You can integrate your invoice 112
- 115. Type in your Paypal ID 115
- 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
- 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