Open a browser on your computer
Your homepage opens
Click on the address bar
The web address will be highlighted
Press Del on your keyboard
Type invoicely.com
Press Enter on your keyboard
Invoicely page opens
Click Sign Up Free
This page opens
Enter the information needed
Click here
Type your email address
Click here
Type a password
Click here to confirm the password
Type the password again
Click Proceed
The Account Detail page opens
Fill out the form
First Name
Last Name
Address
Postal Code
State
City
Country
Last Name
Website URL
Tax ID or VAT Number
Click Proceed when you’re done
The Pricing of Subscription plan page opens
Choose a plan appropriate for your business
Or stay on the Free Plan
To choose Free Plan, click this button
The Set Up your Business page opens
Click here
Type your business name
To use your full name in the invoice, click here
To use a vanity url, click here
Vanity URL
Click Start using Invoicely
Your Invoicely dashboard opens
Click Add New on your dashboard
Choose Invoice
You will be taken to this page
This is an empty invoice template
Click here to change the invoice title
Click here to add a description for your invoice
Click here to add a logo
Invoice number
Click the down arrow to change the language
Choose the currency by clicking here
This section is your business profile
Click here to edit your business profile
Click here to enter a client’s name
This is the date your invoice is issued
Click here to specify when your invoice becomes due
Options for setting the due date
The Purchase Order Number issued by your business
Click here to scroll down
Click here to add name and description of item
Click here to enter the quantity
Click here to enter the perunit price
Click here to choose the unit of the item
The total amount for the item is displayed here
Add more details using these buttons
Add date
Add link
Add tag
You can also add tax
Add discount
Add shipping
This section shows the subtotal and total
Scroll down to view more details
Click here to add a note
Edit your default footer by clicking here
Click here to specify more invoice settings
Click Save when you’re done setting up your invoice
This list will pop up
On your dashboard, hover the mouse over Client
A plus sign will appear
Click the plus button
An empty client template opens
Choose the client type here
Client Type
Basic information required for Individual clients
First and last name of client
Email Address where the statement is delivered
Link to the client’s website
The default currency for the client
The default language for the client
Your client’s full address
Additional information can be added
Phone number
Tax number
Fax number
Private note about the client
Custom Fields
Custom Fields display customized information about the client
Click here to add new Custom Field
Click Save to save Client’s information on Invoicely
Here’s another way to add a client
Click Add New on your dashboard
Select Client from the popup menu
Or from the new invoice template
Click New Client