How to use invoiceable.com to create FREE professional

looking invoices.This guide has been created by LazyProfits.co.uk

Creating your account

Step 1: Go to the website invoicable(https://secure.invoiceable.com/)Step 2: Click “sign up”

Step 3: Input your first name, email and password and click “Get Started”. That’s it your account is set up.

Steps for creating an invoice

Now we can customise using settings.Step 1: Click account, then choose company

Now we can customise using settings.Step 2: Upload your company logo by clicking choose file.

Your logo will then show as an image.

Step 3 – On the same tab you can input your company address.

Hit save changes once done

Step 5 – Now click the preferences tab

Step 6 – Select the relevant regional settings.

Step 7 – Select any tax which you are liable to include (such as VAT)

Step 8. If you want to have the option to get the invoice settled in PayPal enter your PayPal email address.

Step 9 – Now click the templates tab

Step 10 – Input your footer detail which should include how you want the invoice settled.

Step 11 – Then complete the email template which will be sent with the invoice.

Step 12. You can even state how you would like an overdue reminder to look.

Step 12 – Set up the client you wish to pay. Click on “clients” at the top and then select “add client”.

Step 13 – Add the details of your client. Click “save changes”

Client shows up on the client tab

Step 14: Click the invoices tab and then click “add invoice”

Step 15: Select the relevant details for your invoice, then click advanced options.

Step 16: Select your relevant invoice details

Four key fields:1. Select tax rate if applicable.2. Select Yes to allow PayPal if you want the customer to be able to pay through PayPal.3. Select Yes to reminders if you want reminders to be sent out.4. If it is a recurring invoice, select yes to that option, you can then select how frequently you would like it sent.

So here is our draft invoice.

Step 17: Modify additional fields.

Change the name

Add a description

Add the invoice item

Step 18: Save your invoice

Step 19: Download your invoice if you want a copy of it for your records.

Step 20: Send to client

Hit send to client, check the email, then press send invoice.

You will now see that amount outstanding on your dashboard.

Clicking on the invoices tab, you will now see the invoice we have just issued.

Send a reminder for payment

Step 1: If payment is overdue hit “re-send to client”.

Steps for marking an invoice as paid

Step 1: Once you have received the money. Click on the flower button and click “Mark as paid”.

The payment will now show up on the paid tab

We have now added 6 more invoices, we want to show you how easy it is to download a report of

the invoices you have raised.

We have now raised 4 invoices, two are paid, two are unpaid.Step 1: To store this information for your accounts press “Export to CSV”

This downloads an excel file, with all the details you could ever possibly need, which you can keep for your records (In the below image I have had to hide some of the columns in order to fit it on the screen).

Get the iPhone/android app so you can raise invoices on the go.

Here is the app on my iPhone.

Invoiceable have some brilliant instructions on how to do this, click HERE.

If you don’t have an iPhone don’t worry you can still use invoiceable on the go, simply by visiting the website through your web browser.

In case the link above does not work, the website is:https://help.invoiceable.com/how-do-i-use-invoiceable-on-my-iphone-or-ipad/

It’s as simple as that to use the free tool Invoicable

(https://secure.invoiceable.com/).

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