randolf kim diokno how to track business transactions using invoicely

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HOW TO TRACK

BUSINESS

TRANSACTIONS

USING INVOICELY


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Overview


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INVOICELY, former

Invoiceable.co is

an online software


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That allows you to

create and send

invoices


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In a simplest and

cheapest way as

possible


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Let’s get it on!


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7Open your Browser


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8Type in invoiceable.co


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9Click Search


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10Click the first website


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11Click SIGN UP FREE


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12Enter your Email Address


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13Create your Password


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14Confirm your Password


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15Then, click Proceed


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16Enter your First Name


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17Your Last Name


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18Your Company, if any


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19Your Address


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20Your Website URL, if any


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21Your Postal Code


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22Your State (optional)


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23Your Tax ID or VAT if any


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24Your City


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25And, select the Country


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26Finally, click Proceed


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27Now, select your Plan


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28For now, just click here


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29Enter your Business Name


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30Or click I’m an individual


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31Create a Varity URL


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32Click Start using invoicely


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33Processing…


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34This is your Dashboard


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35You can see your

Varity URL here


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36You can see your

Recent Activity here


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37Your Invoiced /

Received tabulation


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38Your Invoice Summary


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39Your Invoiced / Expenses


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40Accounts Receivable


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41And Accounts Payable


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Let’s create an

invoice


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43Click Add New


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44Select Invoice


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45This page will appear


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46Upload your LOGO here


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47Click Upload


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48Select from your file


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49Click Open


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50Click Save Changes


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51Refresh the invoice page

and see the changes


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52Add a Description here


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53Create your Invoice No.


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54Select a Language


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55Choose your Currency


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56This is the Current Date


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57Click the dropdown

arrow for Invoice Due


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58Choose your agreed

Payment Terms


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59You can select the

number of days


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60Or click Custom to input

the specified date


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61Another box will appear,

click here


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62Now, select the Date


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63There you have the

Due Date here


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64Enter the Purchase Order

No. if there is any


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65Enter the Client Name


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66To add client, click

New Client


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67Fill in the information of

your New Client


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68Enter the First Name of

your new client


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69Last Name


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70Currency of Invoice


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71Select the Language


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72Enter the Email Address


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73Client’s Phone Number


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74Client’s Address


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75Click Show more to add

other details if any


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76Fill in other details below


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77Once done, click

Save & Return


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78New Client has been

added


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79Enter the Items sold here


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80Quantity of items


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81Unit price of items


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82Total Amount will reflect


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83Click here to add date


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84Click here to add link


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85Click here to add tag


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86Click here to add tax


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87Click here to add

discount


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88Click here to add

shipping details


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89Click here to select unit

of measure


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90Add an Invoice Note


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91If you want a Default

Note, click here


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92Enter your Default Note


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93Click Save Changes


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94To add another

transaction, click here


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95Select from the following


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96Do the same procedure

on the first line


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97This is the total amount

billed to client


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98Finally, click Save


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99Select from the following


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100Invoice was added,

click Preview


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101The preview of invoice


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102Let’s send the invoice to

client, click Actions


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103click Send invoice


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104Now, click Send


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105Great! Your first invoice

has been sent to client


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106Your recent activities

were posted here


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107The amount was

converted to USD


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You can create

your own report


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109Click Reports


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110Select a Report Type


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111Select the Invoice Status


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112Select Client


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113Select the Period


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114Select the Currency


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115Click Generate Report


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116Now, this is your report


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117You can also click

Invoices to see the

summary


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118This is the location of

your invoice tracker


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Let us create your

billings from clients


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120Click Bills


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121Click Add New


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122You can create new bill


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123Or recurring bill


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124For now, click Bill


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125Fill in the same

information listed below


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126Here is the sample bill


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127Owed to client


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128Once done, click Save


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129Now, here is your

Bills Summary


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130Go back to your

Dashboard


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131You can monitor your

receivables and

payables located below


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That’s it!

You will not be

worried how your

business works


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By using INVOICELY,

you can now track

your accounting

records


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But it would be

better if an

Accountant will

handle your tasks


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And I’m proud to

be an Accounting

Graduate,

NOW YOU KNOW…


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Thank you


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randolf kim diokno how to track business transactions using invoicely

Small Business & Entrepreneurship