Invoicing with EASE

HOW TO USE INVOICELY.COM

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 1

Open your browser and search in Google

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 2

 Double click to open the site Invoicely.com

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 3

Welcome! to amazing Invoicing!

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 4

KNOWING INVOICELY..

Invoices/Bills

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 5

Click Sign up to Open the site

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 6

Input your email add and create password

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 7

To register input your details

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 8

Set up your business if individual , click

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 9

Creating your vanity URL..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 10

Congratulations!! You have successfully created it!

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 11

CONGRATULATIONS!!!!
You are now ready to
start using INVOICELY..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 12

Now signed in when you see your name on the left

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 13

In the dashboard everything still seems EMPTY???

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 14

Worry Not, need to set
up few things..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 15

Set up your Business Profile first..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 16

Business name is set up earlier..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 17

You can opt to change and save

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 18

Add some details on business
settings..edit business informations

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 19

Business Address and information required

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 20

Business Telephone numbers

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 21

Business Fax number

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 22

Then click save to save the changes

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 23

Click organization to create if not individual go
thru the same process

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 24

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 25
Fill out all the required information..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 26

Then click the save changes button to save

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 27

Thank you!! You have
initially set up your
business in INVOICELY.

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 28

Let us set up all our
CLIENTS as well

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 29

Click the clients to open window for new client

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 30

Client can be individual or Organization

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 31

Fill in the boxes for client information

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 32

The currency for transactions with this client

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 33

The address of this client

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 34

The phone number of this client

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 35

Once done, click the Save button to save changes

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 36

Bravo! Now you are
ready to enjoy invoicing
with EASE..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 37

How to create Invoice in
INVOICELY?

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 38

Click on the Invoices on the Menu to open

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 39

Click Add New to create a New Invoice

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 40

You can put your logo..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 41

Put description of the Invoice

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 42

Create the Invoice Number sequence..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 43

Select the Currency..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 44

Put the date of the Invoice

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 45

Select the due date of the Invoice

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 46

Or you can select Custom and specify due date..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 47

Enter Client Name for those already in the system

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 48

You can edit the clients details in this view

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 49

Or you can Invoice to New Client

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 50

Input his required details in the system..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 51

For now,let us use the
client we created
earlier..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 52

We will use our client Justin Jaye

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 53

We need to put our Purchase Order Number

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 54

Description of the item/s

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 55

Fill up Quantity, rate per unit..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 56

Fill up the correct unit of measurement..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 57

Fill up the discount if discount is given, then add

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 58

Discount now calculated and appeared

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 59

How to add additional Item on the invoice.

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 60

Input description of additional items

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 61

Input Quantity & rate per unit

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 62

When incurring Shipping Costs how to add

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 63

Shipping Charges calculated and reflected

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 64

Include an Invoice note

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 65

Or you can create a default note

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 66

Tick on Update all past statements..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 67

Click on save changes to update..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 68

Invoice Settings, Payments & Delivery

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 69

Invoice Settings, enable payment integration

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 70

Enable Paypal with your Paypal ID

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 71

Then Save Changes

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 72

Invoice Settings, enable payment integration

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 73

Tick Attach PDF copy to email

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 74

Delivery details and sample of email to customer

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 75

After review the details click continue..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 76

You are now ready to send the invoice

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 77

Invoice has been created and click send

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 78

Invoice Received on the client email

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 79

The sample of the sent Invoice 1

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 80

Contof the sample of the sent Invoice

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 81

Account Statement for Client

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 82

Receipt of Payment
Procedure made simple!

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 83

From the sent Invoice Click Actions

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 84

Select Manage Payments on the List

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 85

Invoice Payment

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 86

Fill in the New Payment window, Save & Return

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 87

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 88
How to DELETE Unsent
Invoices

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 89

Tick the box of the Invoice you want to delete

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 90

Select the action to Delete

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 91

Click Delete

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 92

Invoice deleted and thrashed

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 93

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 94
How to create bills in
INVOICELY..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 95

Click Bills to add bills for payment

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 96

Click add new to create

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 97

You can select for new bill or recurring bills monthly

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 98

New Bill window will appear..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 99

Put what this description of the bill

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 100

Create the Bill Number sequence

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 101

Select the currency.

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 102

As a start, you need to create New Vendor..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 103

Fill in all the required information.

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 104

Click Save and Return

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 105

Fill in the required details for the bill

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 106

Fill the date of the bill and expected due date

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 107

Click Save

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 108

Bill is now created .

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 109

How to mark the bills
paid in INVOICELY..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 110

Action buttons to manage payments..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 111

Click to add payment.

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 112

Fill in the payment window for details.

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 113

Click save and Return.

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 114

Payment now recorded, transaction completed

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 115

You have just completed
recording and paying
your bills

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 116

REPORTS

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 117

Specify the required filtering

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 118

Specify the required filtering

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 119

Specify the required filtering

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 120

Select all Clients

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 121

Shows all the Invoices sent but still unpaid..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 122

After Payment of
INVOICE No. 16-0001
has been recorded..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 123

Summary showing the Invoices made.

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 124

Voila! Dashboard updates every minute!

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 125

Report on Invoiced/Received during the period

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 126

Graphs to visualize business performance..

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 127

Congratulations! You are now ready to use INVOICELY.com

Invoices/Bills

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 128

THANK YOU!!!

10/15/2016 JAYETTE E. MELENDRES - INVOICELY.COM 129