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Alto invoice for Finance

welcome to state of tech let's take a look at Alto invoicing available for the iPhone and the iPad go ahead and open it up we've already signed in with our account and so we're brought into that account and now I can manage and access all of my tabs so I'm brought into clients by default and I can tap into my invoices which I can see all the invoices I've created then I have estimates where I can create client estimates I have my times which I can view on track times that way I can take these times later and import them into my estimates or invoices and then I have my actual quarterly monthly in yearly earnings so let's head back into the first tab which is clients and if I tap on this client I can see all of my clients information so I can quickly email them I can call them I see their profile image I have their address web address how many invoices I have out for them how many hours I've tracked for them and who my contact person is I can tap Edit in the top right hand corner and edit all of that information or I can come back out to my clients and actually tap that plus button and adding a new client by default it's set to organization and here I can add in a photo of the organization and then I can add in a photo of the contact person so I'm entering the company name phone URL email address and then people is where I'm going to add in the contacts for that company now if this was an individual instead of an organization tap up there on the top of the screen and now I can enter in an individual which just gives me all of the name email phone URL and address instead of adding in the organization information and then adding in a contact person once you've added in all the information tap save and that client will now be added out to the clients section if you ever get a long list of clients you can always tap in the search field up here and then search for your clients and they'll also be showing alphabetical in this menu so now let's come into our invoices where I can go ahead and see my invoices tapping on one will show me the invoice that I've created I can see all of the units and descriptions of units that I have added in here the totals and subtotals any notes and who it's from and who it's going to if I'm ready to send this just tap send and it's going to send that off to the contact person and give them all of my invoice details now I have the keyboard down below where I can tap in there and I can actually add in and edit my invoice number or if I tap on the actual book here I can actually quickly enter in these automated tags to automatically fill in sections of the invoice email when I'm ready just have the send button in the top right hand corner and it's gonna send that invoice but this is invoice I've already created let's take a look at actually creating an invoice tap on the create button in the top right hand corner of the invoices section and here I can enter in all the information now this is using my default invoice template which will show you how to set that later on in the video but I can give my invoice a title and ID I'm gonna choose my client so we'll go ahead and choose our client right there it looks like I've logged sixteen hours with this client and I'm gonna go ahead and import those and it's gonna automatically allow me to choose what I want to import so I'll hit the check mark and notice whenever I hit the check mark that's going to remove that object from my invoice so no longer will that time tracking be added so I'll remove the ones that don't apply I'll tap import and now you'll notice down underneath products those have been imported from my time tracking so right now I have my client set I have my date set when this invoice will be due I can tap in any one of these areas and actually change it so the invoice is due upon receipt I can go seven fourteen thirty or sixty days or even choose other and enter in my own custom date time and knob down below that we have our products which I've already imported the products from my time tracking but if I tap add product I'll be able to add in a quantity unit price total and description of that product and even add in my own attachments down below that I have my currency so right now I have a California sales tax and I can even add in another tax if I needed or required it and then if I wanted to give the client a discount I can tap in here and do a discount now I can do a straight dollar or I can choose to do a percentage down below I have my notes and then I can add attachments notice with attachments I can choose to add files from Dropbox or I can choose to use my camera and attach a file for my camera and then down below I can allow them to make their opinions to be a stripe square cash or PayPal and then I came down below adding the payment details when I'm ready to go ahead and tap save it's gonna save this new invoice and add it out to my lists of invoices now I can see this invoice I have my actual default template set up and all the information that we just entered in is now in the invoice I have one last chance to edit it up in the top right hand corner will allow me to edit all the information on the invoice but if I'm ready to and now I have to do is tap send and it's going to send that invoice off to my client now creating estimates works the same way as creating invoices if I jump into my estimates I can quickly see what the estimate looks like and its point in the same kind of template that my actual invoice uses and I'm gonna have the same fields to fill out whenever I do an estimate now time tracking and I can come in here I can see all the times that I've tracked for the specific client and see how much billable hours that has actually accrued now what I can do is just tap in the top right hand corner and actually create a new time so I'll say on this one I worked two hours I'm going to choose the client that I worked for I can add in notes such as web design or what I can do is the book and actually add in some predefined tags so I'll go ahead and do so I'll add attachment so I can choose my Dropbox github or I can actually choose the camera as well once I've done all that what I'll now do is tap save and it's gonna add in my default hourly rate to that and I can even tap on the clock button and it's actually gonna open up the App Store and allow me to type in and download Altos timer so that way I can use that and will automatically import my times into this app and then I have my reports so I have monthly quarterly and then yearly and you see that bar graph changes as I type into one of those and down below that graph it's going to show me my best month my average earnings my biggest client and my total earnings and I can even see my hours logged and then I have my monthly quarterly and yearly and then I have my top performer now let's head back into our clients tab and quickly go over a few settings so tapping into the settings I can see in my profile which will want me to edit my profile name and password I have my company so I can edit all my company information I have my team where I can see the team members that are part of my company and I can tap the plus button to quickly add in a new team member my defaults I'm gonna choose to be able to add in all my defaults so my current default template is Kepler but I can swipe through or hit the buttons down below in the bottom of the screen and choose my default template for whenever I create my invoices I can then set my default hourly rate my invoice order my estimate order choosing my default currencies invoice due dates even input my default taxes and then I can choose my bookmark keywords notes in voice notes payment details and even email templates will come back out I can set my notifications to receive notifications when my invoice has come due and my billing notifications when my clients pay their bills down below notifications I can come into apps and actually connect my stripe square cash PayPal github accounts and even slack so that way I can receive mobile payments and even add certain invoices to my slack feed then down below apps we have our subscription by default you get five invoices and estimates for free and then once you've reached that limit you'll have to come in here and purchase a subscription which you can see what you would get by doing that subscription here in this menu and then as always there's a Help section and then we can log out of our account down at the bottom so once again this application is called Aalto invoicing if you like it pick it up for your iPhone and iPad in the App Store