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 youre
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 clients
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 per-
unit 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 youre 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 clients website
The default currency for the
client
The default language for the
client
Your clients 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 Clients
information on Invoicely
Heres another way to
add a client
Click Add New on your
dashboard
Select Client from the pop-
up menu
Or from the new invoice
template
Click New Client