Collaborate on Basic Invoice Example for Public Relations with Ease Using airSlate SignNow

Basic invoice example for Public Relations

hello everyone Welcome to our introduction to invoice simple in this tutorial we'll explore invoice simple a user friendly invoicing tool that simplify your invoicing and building processes whether you're a freelancer small business owner or entrepren invoice simple is designed to streamline your invoice tasks it offers customizable invoices templates expans tracking receip scanning and easy payments collection with invoice simple you can save time and get paid faster so stay tuned as we walk you through the sign up process and delve into the key features that Mak invo simple a valuable tool for businesses of all size so let get started to start you have to go to the official website of invoice simple and after that to sign up you click on try it uh free so they will give you a free trial to try the platform or the tool if you like it you can sign up for a paid plan for the next month so after that click on sign up sign up you'll have to add your name your last name email address and a password finally we are in our dashboard so here as you can see you have all your invoices outstanding paid and for your list you have the invoice name the client the date and the balance to you so now you can search by client about your invoice or you can add a new invoice here you have your estimate your expense your reports and if you click on more you'll have the list of your clients and items so the first thing that you will need to do is to try and create a new uh invoice you click on that button new invoice and then this is your the preview so uh you can uh give it a name you can add the logo of your business and here are the informations so you add the name of the sender and the name of the receiver the email of the sender uh same here for the receiver and all their informations and here down here here you have the number of the invoice you have the date and here you have the terms so you can accept delay uh 2 days 3 days after the reception Etc now here in description you can add the title of your description you can add additional details you can add the rate so how much you get paid per hour and here you add the sorry per quantity so for example for one you can add the rate of it and here it will give you the total of of your rate now let's for example just click here and add a name of the description and here let's give it for example a rate like this one and here the quantity let's change it to 10 for example here is a total of your invoice now you can add another description if you have like many uh services or many products you have you can have a general or a total invoice now you can add a note here and and for your security measures you just add a signature or signature sorry right here so you just click here and add a signature you can just sign directly right here and after that you click on save it will be saved directly here I like this option because it is uh so confidential and safe and here you can add the photo as a extra for your uh invoice now you can send the invoice by email so you add the email here address here and you just click on send it will be sent directly to your re receptionist here you can have a review so you can add the website link sorry here you'll have the template so you can customize the color for your invoice so for example when you change the color like the pink color it will give you a list of invoices with this color and same you can choose the style or the color that suit you the best now going back here to our invoice this is the summary of your invoice so here is the summary you have the invoice number the date the DU date and the balance of it so after that you can directly send it right here so after editing your invoice you can click on preview and this is the preview of the invoice or you can keep editing it from here directly by clicking on the edit now if we click on estimate here you'll have your estimate so what you need to do you can add a estimate by clicking on new estimate and after that it is the same process for invoices so here you add for example the name of the sender here you add the name of the receptionist you add their email addresses the address their phone number the business number and the mobile of your client or the receiver and you can also add the fax number so here you can customize your template for the invoice or the estimate sorry you can add the email address directly from here so you can uh send the pdf version to your receptionist and here you can add the description for your product the rate and the quantity so you can have the total price right here here you can add many products or services so you can have a general or a total uh estimate uh PDF so after creating your estimate or your invoice it will be shown right here in this list so as I told you you will see the name of the receptionist or the client and the date and the total of your invoice or estimates so this is for invoice and this is for estimates now if we click on expenses it is the same thing so here if you want to add an expense just click on a new expense then you'll be asked to add your recipe photo you can add the merchant name the category the date the total the tax fees and the description after adding that it will be added added directly from here so here is your expense or if you want without adding all the informations and stuff if you have the expense paper or with you just click on drag and upload the photo directly from here so you can add it directly by scanning the photo of your recipe now if you click on report you'll be able to see your inside and report so here for example if we go down you'll see the report of this year or of the previous year Etc so it depends on when you start using the platform or when did you add the date of your invoices so it will filterate by date now here you have the paid invoices you have the client name the invoices the paid uh pents if you click on client you will have the list of your clients so this is insights about your clients and if you click here on items you will see the list of your items and products and stuff so now if Weck click on client you'll be able to add a new client click on add a new client then just provide the name of the client their email address the address of their location and here you can add the phone number Mobile number and the fax number so as you can see here is our client it is added to the list of clients and same thing for the item so after adding an item you just click on add a new item it will be added right here so for example if you went to invoices and you just add it manually it will also be added right here in the list of your items so let's check the plans of the platform they have many plans they have a free trial that we were using they have an essential plan they have a plus plan and they have a Premium plan so each plan has its own features and each plan is Advanced when you pay more of course so just give it a try so thank you so much guys for watching the video and I'll see you on the next one