Streamline Your Processes with Alto Invoice for Enterprises

Alto invoice for enterprises

welcome to state attack let's take a look at Alto and voicing available for the iPhone and the iPad go ahead and open it up and we've already logged in with our account so now we're brought into our main screen where I can see my clients listing over here on the left hand side of the screen now down at the bottom of the left hand side we have a few different tabs to go through we're automatically launched into clients whenever we will launch it for the first time and then we'll see invoices where I can see all of the invoices that I've created I have estimates where I can then see all the estimates I have a time tracker where I can go ahead and track time in hours and add notes to that and I also have my actual earnings from different quarterly yearly or monthly tabs up here at the top of the screen so let's quickly jump into our clients list now these are the clients that I have that I can go ahead and invoice to add a new client just tap this plus button you're going to have the option of adding a client to an organization or an individual now whenever you add one to an organization you can actually add the company name and then you can add a contact person and even add multiple contact persons if you need it to so that's really great when you're adding in an organization you can slide this over here at the top to switch it from organization to individual then that gives you the option of adding individual people instead of organizations and then you can also import their photos or even import contacts from your iCloud so that's really great way of adding in new clients and it's really quick and efficient so now that you've added a few clients it's time to actually start invoicing them go ahead and jump into the invoices tab and what we're going to do is top on this create button in the top left hand corner this brings me up my invoice template so I'm going to quickly fill out this invoice so we're going to speed up the video so you can kind of see the actual process of doing so being that we've logged hours with this client what we're going to be able to do is import those hours into our products if you don't want to import those at this time all you have to do is tap now but if I tap on import it's automatically going to take everything that I've logged as far as hours with this client and allow me to do so so I know that on a previous invoice I've already added two of these so I'm going to remove those two and I'm going to build them for the top two notice that it's automatically added everything in as a product what I can also do is just tap add product and add in my own product here if this was something that was invoicing along with those hours I've logged notice everything automatically dynamically fills over the total side so being that I put a quantity of two a unit of hours and then I put in a price notice it automatically adds all that together to give me a total now note we have a default template that we've filled in for a note which says thank you for now but I can come in here and add in my own notes if I need it to you now over here on the right-hand side of the screen we have our subtotal we have our currency you set the US Dollars and being that we're in California we have California sales tax now if this client we wanted to give them a discount we can tap here and discount and then give them either a dollar discount or a percentage discount so if I were to give them a 10% discount law I'd have to do is type in until I get to ten now I have 10% and now my totals will be reflective when I invoice them for this now tap on save and that's going to save your draft here for your invoice we can see the invoice that we just created up here in the top of the screen it's the most recent invoice now I can see my invoice template now some of these are the default options that I've set up in the settings we're going to go over that now after we've created this invoice so we see everything here our total even our tax and discount and now I have all my notes and all the information down below now that I'm ready to just tap send and this will send that client an email so we can see the two the from and we can even add any more recipients if we needed to and I see my basic invoice template I can edit any details in this template just by tapping in here down below and go ahead and fill everything in but if I'm happy with this all I have to do is tap the mail icon in the top right hand corner of this pop-out and it's going to send that invoice off to my client now as I mentioned this was my invoice template tapping on the settings in the top of left hand corner if I come into default these are all defaults for my templates notice my hourly rate I have invoice orders estimate orders I can even change my currency due dates taxes and even keywords notes down below so as I go through each one of these we see template here I can choose my default template for all my invoices if I'm happy with the one that I've chosen all I have to do now is tap the back arrow on the top left-hand corner I can in my hourly rate so here I can enter my hourly rate my currency so I can choose from a bunch of different currencies you see these are all the supported currencies within Aalto invoice I have my invoice due date so I can do upon receipt seven days fourteen thirty or sixty days we can enter in taxes so these are custom taxes that we can add in if I was not in California I could choose not to charge sales tax or I can actually input my California sales tax by looking that up we have product keywords so I can see all the product keywords that we have and I can even add in my own keywords by tapping on the plus button up there on the top right hand corner we have note so these are default notes that I can input in here so I'll just go ahead and type these notes those would always enter into the notes section of any invoice the same thing with invoice notes you can see I have my invoice notes and we saw that earlier it's a thank you that was my default template we have payment details where I can go ahead and just enter in some payment details such as make checks payable to or how to wire in instructions or using any one of my payment methods so now if I come back out we'll go ahead and open up the settings again notice I have apps down below this is going to allow me to sync up with some apps such as stripe PayPal and even Square cached where I can receive payments digitally from the invoices and I can also link up with github and slack if I happen to use those services as well so there's a lot of different options in here on how to link up invoices and get paid so this is really cool that I'm doing all this directly from my iPad I'm creating invoices saying off invoices and then I can go ahead and get paid really quickly in the last few sections we're going to go through a real quick will be the estimates and the estimates are working the same way that we did with an invoice tap the create button you see the same basic template that we had with our invoice this is just an estimate and so I can add in all my notes even add attachments and everything here with inside of the estimate the Time Tracker is really cool because I can come in here to have the create button and actually track my hours so if I did something that was 2 hours and 30 minutes I'll have to do is tap in there we'll choose our client I'll add any notes and notice with any of these notes what I can do is I can use the keyboard to type in or I can even choose some of my key words so if this was a creative research and development I can add all that in and I have web design that I just tapped in there as well I can add attachments and I can choose to add files from Dropbox github or even my actual camera so that's really great to go ahead and link all that stuff together once I've done that just tap save and now this is going to save and notice that this client specifically I've logged 16 hours and I can see all the build hours down below so I get all the information for how many hours I've been able to actually bill then the last tab again is going to be our quarterly earnings and I can choose monthly quarterly or yearly up here in the top left hand corner so once again this application is called Aalto invoices if you like it pick it up in the App Store for your iPhone and your iPad