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How To Create Invoice

using

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Go to www.invoice.com

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The homepage!

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Click Sign Up.

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This appears.

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Click Other.

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The Sign Up Page!

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Complete first the Log In


Information.

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Type your Business ID.

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Type your User ID.

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Type your Password.

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Re-type your Password.

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Done? Proceed to
Contact Information.

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Fill up all the


required fields in
the form.

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Done? Go to Personal
Verification Question.

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Set up your Security


Question and Answer
for protection.

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Click this to view a list of


recommended questions.

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This window opens.

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Scroll down and look for the


recommended questions.

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The list of recommended


security questions.

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Done with your security


protection? Tick this.

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Then click Sign Up.

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Youve got an
Invoice.Com Account!

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Oopss! You need to


confirm your email.

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Now, go to your email!

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Click to open your email!

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The email message!

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Click this link for


confirmation.

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This tab opens.

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Type your password

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then click this.

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A confirmation notice
appears.

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Click Continue.

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Lets get familiar with the


various pages of invoice.com

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My Account should you need


to edit your contact information.

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Business Profile - should you


need to edit your business data.

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Customers should you need to


maintain your customers data.

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Invoices where you create


and manage your invoices.

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Now, lets learn how to


create an invoice.

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First, you must set up


a payment method.

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Go to business profile page.

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Click Add a Payment Gateway.

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You will be directed to


this page.

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Click on PayPal.

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You will be directed


to this page.

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Click on Echo.

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You will be directed


to this page.

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For this tutorial, lets


choose

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If you do not have paypal


account, click create here.

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BUT, if you have an


existing paypal account,

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click set up gateway.

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This form appears.

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Type your paypal


email add here

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and your description here.

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You may type your


own description

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or leave the default as it is.

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Done? Click save.

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Notification appears.

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To check your payment gateway


details, click here

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Your payment gateway


details!

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If you wish to edit the


details, click here

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and edit your data here.

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Done editing? Click


save changes.

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Now, you are secured


of your payment
gateway!

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Next Step:
Set up your
customers
information.

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Go to Customers page.
Click here.

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The Customers page!

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Click Add Customer.

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The Customer Information page!

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Fill-in the form


fields as
follows (leave
all others
blank):

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The actual filled-up form.

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Done? Click Save.

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Notification appears.

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If you wish to edit on


customers details, click here.

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Customer details appears.

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Click on buttons here


as needed.

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If you wish to add


. another
customer, click here.

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Fill up the form again.

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Now, click on Invoices here.

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This appears.

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Click Public Gallery.

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Public Gallery page a list of


invoice forms.

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Lets get to know the


various invoice forms.

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Click here.

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The All-Purpose Invoices for


products & services billing.

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Scroll down for more choices.

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Click here.

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The Product Invoices for


products billing.

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Click here.

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The Service Invoices for


billing time-based services.

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Click here.

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The Attachment Invoices for


billing that needs attachment.

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Click here.

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The Link Invoices for billing


that needs link on website.

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Complete package, right?


Invoice.com caters to all
your invoice needs!

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For this
tutorial, lets
use a
service
invoice.
Click here.

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This appears.

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Click this to view the


sample invoice lay-out.

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The sample invoice!

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To view more sample layouts, use these buttons.

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Click sample arrow down


for a choice of sample,

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and click lay-out arrow


down for a choice of layout,

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then click view.

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The sample lay-out is displayed!

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Lets choose , sample 1,


lay-out 1092.

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In your chosen invoice,


click create invoice here.

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This appears.

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Fill up the invoice number.


Type here.

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Then set up the currency,


terms and tax, like this.

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Then the invoice date and


due date, like this.

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Done? Click create


new invoice here.

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This appears. Notice the zero


invoice amount? Dont panic!

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You can still edit your invoice!


Choose from any here.

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Lets set an invoice amount.


Click here.

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This appears.

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Type your service


description here.

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The hours you bill for


your service in a month.

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Your rate per hour.

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Taxable? Click arrow


down here

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and click your choice.


There, its taxable!

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But wait! The amount


is still zero!

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Scroll down & click


recalculate here.

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Voila! Theres your


invoice amount!

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If you wish to add another


line item, click here.

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Another line item


is added!

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Repeat procedures on how


to fill up the line item.

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Then click again


recalculate.

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There! Your invoice


amount changes!

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Done with your invoice?


Click Save Changes here.

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Youre back to your


invoice summary!

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Oopps!
You still
have no
customer.

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Lets set your customer!

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Click here.

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This appears.

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Find your customer. Click


arrow down here.

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Choose how you can


quickly find your customer

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Then click your choice.

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Done? Click Search.

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The search result displays.

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Click select customer.

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Customer is now set!

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Edit no more? Lets view


your invoice! Click here.

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Your invoice!

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Lets send your invoice!


Click this.

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Then click Invoices.

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Then click Invoice Details.

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Type the invoice number


you want to send

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and click Show


Invoice Details.

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The details of your invoice

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shows it is unpaid and unsent.

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It also displays your Invoice ID

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and your invoice amount.

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Then click Send/Email Invoice.

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This appears.

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Scroll down and youll


see your emails preview

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If you need to edit some


info, click Edit.

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This appears.

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Lets add a subject & a


message.

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Type your subject here

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and your message here.

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Done? Click Save


Changes.

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Notification follows.

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Click Preview.

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Your changes have


been updated.

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Review again your


email details.

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Done? Edit no more?


Click Send Email.

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Email has been sent!

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Now, lets check your invoice


status. Click Invoice Details.

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Your invoice status says sent!

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Tutorial Done!
Happy invoicing

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If you just communicate,


you can get by. But If you
communicate skillfully,
you can work miracles.
Jim Rohn

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