Add Consultant Invoice Digisign with airSlate SignNow

Add Consultant Invoice digisign

welcome in this video i'm going to guide you how you can easily use invoice to go invoice2go is a really good software that you can use for managing customer relationship sending invoices accept payments and even improve your cash flow so the first thing that you want to do you will have a link down below description you want to click on try it free when you will get on the invoice to go if you already own the account completely skip this step so let's click try free so name marcus nellious then i'm going to copy the email address i will paste it right here and password and sign up and then we will continue now what you can do is to send a test invoice or explore the app first we are going to explore the app first and then we will be sending invoices so let me show you how it actually works here and what you can actually get by using invoice to go so when you're gonna enter invoice to go in home you would get the overview of the overdue invoices and paying invoices we are going to do this step by step let's take a minute to get you set up then on the clients we are going to add a clients we can also simply add a project right here so that's what we're going to actually do and then we are going to look on how we can work with invoices estimate purchase orders credit memos items expenses like literally everything i'm going to show you how you can use it and what you can actually do to achieve things so let me start first and let's just create a client then we'll start with the project and then we are going to start and work on invoices estimates based on the projects and clients that we will create and add so how to add a client that's the first thing so what you want to do is to simply click on clients and click here add a client now i'm going to add a client name let's say it's going to be marcus client you can add email address here billing address phone so billing address let's say contact name phone number and custom payment terms you just edit everything here all the information that you have then go to top right and click save right when we have it the next thing that we are going to do we are going to create project for the client so let's say that for the marcus client i'm going to click on a project and i'm going to top right and click create new project client name is going to be the marcus client that we right now created and create a project right here we're going to see the project name and we will simply add youtube channel so let's say i'm working on a youtube channel for...