Effortlessly Manage Your Canva Invoice Download for Purchasing

Canva invoice download for Purchasing

my name is bhumi toko and you're welcome to the school of social sustainability today we are going to learn the following we're going to learn what a quotation is we're going to learn what an invoice is and we're going to learn what a receipt is these are important business tools that anybody who is in business must know how to create one or whether they receive the right one or not and they also need to know what to ask for if you're dealing with somebody in business you got to know when to ask for a quotation you need to know when to ask for an invoice and of course you need to know when to ask for a receipt and you got to know what this look like what is a quotation let's start with that a quotation or quote is a document that a supplier submits to a potential client with a proposed price for the suppliers goods or services meaning that if you wanted to receive the delivery or if you want to receive service from from someone you can tell them hey do you mind giving me a quote and let me have a look at it so i can pass it around to departments that we can all sit around it and discuss it then that person will send you a quote that has the information required what kind of information we're going to take a look right now as we go to see an example of what a quotation looks like here we are this is a quotation this is what it should look like okay let's take a look at the parts first if you are the one given the quotation or if you are receiving a quotation you should at least know that have the logo or name of the company at the top and their logo or just their logo then it should have in bold letters quotation so that we all know what it is then it should have a date the quotation is given it may have invoice number but it doesn't have to but if there is an expiration date it should have it because some quotations only last for seven days or they could give you a quote they say oh this quotation will only hold or we're only going to hold this quotation for 30 days or we're only going to hold this quotation for three days whatever if there's a limit on the duration then it should be included right here in this document then it should have your company name your address your name name other person in here is where they would put the list or description or and description of the services that has been provided so let's say they're delivering a workshop they'll write one workshop on whatever the subject is the unit cost if they're delivering over three days okay then they'll multiply it by three and they would come here to put the total and then you also put that total down here unless of course you are listing various workshops that has been delivered and you will total those costs until you get here now notice this very important the name of the organization issuing the quotation must be on this document their number their address and all those kind of good information that we like and you could actually say this because what it says is to accept this quote sign here and return yeah you could put that in there if you're issuing a quote or you make sure you respond so that you can keep this quotation for this particular situation as opposed to allowing it to expire so once you've signed it it means that you've signed the quotation on that day at this price to receive this goods or services so that is a quotation in a nutshell that's what it should look like that's what it should be like and remember i'm going to show you how you can create yours in canva we're still to come let's go on to the next document an invoice what is an invoice see in a moment welcome back so what is an invoice an invoice is important because you need an invoice to receive money if you want to get paid you've got to know how to write and create invoices because they are an important document for you okay here is what an invoice is an invoice is a document that lists the products and services a business provides or has provided to a client and establishes an obligation on the part of the client to pay the business for those products and services in a nutshell an invoice is the document you need to prepare for your client so that you can get paid most businesses will not release money from the accounting department until you give them an invoice even smaller companies one-man companies whatever it is because they need to keep an account of what they're doing for tax purposes they require you to give an invoice so you're gonna know how to prepare one if you don't know how to do it let's take a look at an example of what an invoice looks like this is an invoice abc limited is the name of the organization so that could be your organization you might have your logo there as well and then it needs to have who the invoice is made out to plus very important it's got to have an invoice number and please do not start your invoices at 0 0 1 even if that's the first invoice you're issuing you can always start an invoice at zero zero two one four or two zero zero one or nine zero zero one whatever it is because starting at zero zero one for your first client shows that you are just starting in business people like take advantage of those just starting so don't do that just write it differently because that's legal okay now here you go then you'll have a date that the invoice is written for over here you will have it in bold letters invoice then you will have a description depending on what you have delivered or are delivering if it's in quantities if it's a unit price then the total amount you do the same for a next project or service you're delivering then you come down and put in the total now to crown it up you've got to have your bank account so that they can send you money then you have the date in which the invoice must be paid generally speaking i will put there due now but you know you can do it a different way by having a date in which the invoice must be paid i would prefer to say due now make sure your bank details are correct there's nothing so annoying i've seen an invoice has a wrong bank details on it and nobody can send you money so take a look again it's got your name at the top the person is going to or the organization is going to the word invoice descriptions amounts here we go your bank detail and the date it's due that is an invoice see you in a moment when we look at what a receipt is a receipt is a piece of paper or electronic document confirming that the seller received money from the purchaser the seller received money from the purchaser in other words when i am delivering a service i issue you an invoice right you pay the money to my bank account i like that you pay the money to my bank account then i issue you a receipt saying that i have received money from you to deliver a particular service or purchase particular goods that is a receipt that shows that you have paid okay right let's take a look at an example of what a receipt looks like hi there this is a receipt now the receipt should have your business name your logo at the top then it should have the words receipt written in big letters then the person who you are sending the receipt to right that should be there then the receipt number should be there their email their address you know could be there then you will enter your name your business name if it's if you wanted to you could put it here then you give a description of the items that you've been paid for then you write total payment received with thanks and put the amount there so simple it's so simple make sure you put a receipt number that you can reconcile to your payment if you give them a reference make sure the payment reference is written there you can put a reference here as well if you wanted to if you put your name at the bottom you don't have to put it here so you can design a receipt how you like but it's got to have the essentials it's got to have your name and logo the word receipt should be written in bold the name of the person you're sending it to should be their receipt number their details and the description of the product that they paid for and of course the total amount they paid for and it's nice to always say thanks for paying us some money that's a receipt so we've covered what a quotation looks like what okay let's take a quick look this is what a quotation looks like remember we've been through this one and this is what an invoice looks like right and this is what a receipt should look like now let's skip over to canva and go take a look at how we can create one ourselves i'm in my canva account and if you type in the word invoice yeah i know i know just wait type in the word invoice because canva at the time of recording this doesn't have quotations and doesn't have a receipt so i want to show you how to do it just type in invoice pick any invoice you like let's speak um okay let's okay let's see let's choose um this one for example okay so we choose this we go over there and we say wow you know what what i want to do actually i want to create a quotation first thing you make copies of it then you go back to the first page so instead of invoice guess what you do you just type in quotation and you can just expand that and any information that is not relevant to a quotation you just remove it right so that's relevant to a quotation let's expand that a little bit that's the price so maybe let's say this is not we'll throw that out move that up there and let's say this is not essential throw it out let's say this wasn't relevant we also throw it out but then we come down here we make a quote it's 600 pounds because i mean pounds and if you forgot what a quote looks like you go back and take a reference and just put in the information that's a quotation if you are the one giving a quote okay if you're given an invoice it's already done for you now if you are issuing a receipt you just come over here you change it to reset and you change the receipt number that could be your receipt number right there you put a receipt number yeah and what they've paid for items paid for boom that's it done done that's the receipt then you come down here you don't have to put your account number so you remove that uh yeah that that's relevant that's who it's going to okay bill 2 or or receipt 2 reset to yep that's it okay that's that then you can write here you can write somewhere here or you can maybe make a copy of that and then i'll paste it okay so here i'm gonna write received received with thanks i'm gonna make that bigger let's go over here make it bigger and any information that is not there go back take a look at how we did looked at a receipt earlier on and put that information here that's it you can use canva to create all three documents wow we've learned how to create a quotation in canva we've learned how to create an invoicing canva we've also learned how to create a receipt in canva and we've learned what a quotation looks like and what an invoice looks like and whatever is it looks like now we can create it ourselves if we have to thank you so much for joining us today it was so exciting to show you these business tools that you can use to enhance your business and look good all right i'll see you soon this is boomi taco saying thank you so much and god bless if you're watching this on youtube do subscribe to our channel and like the video as well and if you are watching this on facebook do like our page and also like the video as well speak to you soon thank you so much for subscribing and liking