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Busy software invoice format download for non-profit organizations

uh hi here is a quick introduction to invoicing in profit books so once you log to your profit books account you can go to income and uh click on invoices this will quickly load up all the available invoices in the system so here is a table and U um you can you can filter through these invoices using this button so for example you want to see the list of unpaid invoices just go to status and click click on unpaid and the data in the table will get updated with the filter provided similarly you can search based on the customer name project uh due date and amount so in profit books you can create three types of invoices one is a credit invoice so for example you sell something and you are expecting your payment in future so uh you'll be creating credit invoice and if you're selling something in cash go straight way to the cash invoice then some companies uh charge their clients based on time or based on hours of work they perform so those companies can use time based invoice so we'll quickly look at each of these invoice types we'll first create credit invoice uh here you can just go on typing your customer name if you know it already so once you start typing it the available matches will start populating and in case you want to add new customer name you can just click on this plus icon and enter data for new customer so right now what I will do is I will just quickly select one from the list then this invoice number can be customized from settings menu we'll come to that uh uh after we are done with this invoicing tutorial then here's a date of invoice uh due date and you can enter the purchase order reference then these are these three fields are the uh custom Fields you can you know customize the name of these uh customize the labels and you can mention anything which is suitable to your business requirement then uh let's see SE one product so for example I'm selecting ashp palian G6 so the description if it is available it will appear here or you can just go on typing something and then in quantity field once you click on this field it will open a a small popup which will show the availability of the stock in different warehouses so for example in this stock room 3 location I have 78 quantities available so I'll select two quantities click on submit so the unit cost and uh relative calculations will appear here you can apply discount or if the tax is defined you can just select the tax similarly you can add more rows and there is one more field called adding an extra charge for example shipping you can add any number of accounts here so I'm going to add shipping charge that's 200 rupees so as you can see everything is calculated here then you can enter your customer notes and terms and conditions uh you can set the default values for these two fields from invoice settings and then if if uh you want this invoice to repeat in future you can quickly use this so basically if you are charging your customer on monthly or say U quarterly basis you can just schedule this invoice and uh next uh iteration it will create it will get created automatically so I'm going to say no going to say save so so once uh this invoice is successfully created you can you know you can see if the status of this invoice So currently it's unpaid so for example if you receive some payment you can just click on ADD payment and start typing the account name receive date amount and uh if uh the party who is paying you deduct some TDS you can mention those details here and then you can also mention the uh receip mode cash if you select check you'll have to enter your check number and bank name similarly credit card and internet banking you have to enter the transaction details so I'm going to say cash and uh save so if I now using if I if I try to print this uh invoice uh I'll get the history of uh the payment received so for example I received this payment by cash on this date so everything will appear here now uh you can you know uh upload your own company logo and it will appear here uh similarly you can print delivery Chalan so this is this is how dely channel will look and in case you want to send send this invoice to your customer directly by email you can just type in his email ID and uh write the text and the PDF copy will get attached to this invoice wa a seconds so this is how you create uh credit invoice in profit books now we'll see how what is the difference between cash invoice and time B invoice so here's a new uh new invoice creation screen for cash invoice so the major difference is you have to enter the uh uh account name right here on the invoice the this is the account where you are going to receive the um cash and another difference is that uh you can enter the customer name mobile number and email directly here and these uh names will not be saved in the system uh a lot of times uh people have to you know sell Goods over the counter and they they need not uh record names and other details of their customers so they can use this invoice for quickly generating bills as seen in create invoices you can create the items enter description quantity and other details and create the invoice it's it's the same thing one thing is missing is here is you cannot create uh recursion or set frequency for this cash invoice so we'll quickly see the third type which is time based invo so time base invoice is more or less similar to create invoice uh the difference is here product instead of product list your task will get populated so whatever task you create from the task management screen we'll come to that in in a bit uh those task will appear here so based on um based on those uh task details you can charge your customers so the title of uh The Columns have changed so instead of uh quantity you have your hours instead of U to uh or price it this field you have to go to here so this will populate the task management screen here while adding a task you just have to check this box which says that this task is Bel once you check this box it will ask further question what is your income account so once you set this information this newly added task will appear in the uh items list we'll quickly go and see whatever customizations that you can do in invoices this is a setting screen so I so from here you can change the logo if you want uh we'll head straight towards invoice setting so here are the options for setting the invoice number so first option is invoice and random unique number which is system generated based on the time and the date second option lets you add the date and uh daily uh sequence number which will which will be uh set on the daily basis here is an example now if you want to input your own invoice number you can try this option if you want your all your invoices in a sequence you can try this option and if you want full customizations you can add your own prefix as per your company name you can say starting sequence and suffix now if you want to uh change The Columns of your invoice you can do from this screen for example some people uh instead of uh uh instead of amount they call something else instead of description they might uh call product code or something like that so you can customize the uh name of your columns you can set the default terms and conditions here as well as the customer notes then profit Bo provides you uh three type of templates so you can select any invoice template and your PDF will appear ing to the selected template so this is about invoicing