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Carrier invoice template for Planning

so in this specific video I wanted to uh specifically talk about invoicing and how I do it step by step I've gotten some emails um and people ask me hey can you make it step by step so I contemplated contemplated posting it on YouTube but you know what I'm just gonna add this content uh to those who purchase the independent Freight dispatch course and so I'm going to show you guys right here really quick how I do it I'm actually going to show you guys two ways in this video first and foremost I use I utilize QuickBooks to do bookkeeping tax preparation all of that good stuff right so QuickBooks has a feature to generate invoices right so let me click on here and actually show you guys some you guys might not use QuickBooks and uh might be interested if you go to QuickBooks even if you just go to Google and type in QuickBook they'll direct you to their main page once you go to Price plans and pricing right here at the top they're going to show you some of the different different subscriptions I would click here on plus and utilize the plus uh subscription because it has every feature that you're gonna need and some features you might not use right now you might need in the future like payroll and stuff like like that so I would go on plus it's only forty dollars a month so now let me go back so once you come and you let's say you create your QuickBooks and you have it all set up and you're on your plat and you're on your database right to the left hand side in this column you're going to want to go on sales come down to invoices click on invoices right here to the right where it says create invoice you're going to want to click on that once you click on that now it gives you the outline on how you want to create your invoice the good thing about generating invoices on QuickBooks is when they send it to your customer it gives your customer an option to just pay the invoice with their credit or debit card right through the email invoice right so if I come up here obviously once you begin to send periodically uh send invoices to your customers they're going to save that customer's information and you could drop on the arrow and just pick which one right so in this case I'm just going to use an example let's just say ABC uh truck trucking right so I'm gonna click on ABC Trucking let's do that again ABC Trucking I'm gonna add that on here where they at all right there it is ABC Trucking so now I'm going to come here and I'm gonna actually put my email in so that way the email can send to me and you guys can see exactly what it looks like uh all right so obviously you're going to come here you're going to want to put the address you don't necessarily have to but you're going to want to put their business information their name their address you're going to want to put the terms as far as when do they have to pay this invoice I always do do on receipt and then in the carrier agreement I put a stipulation for a late fee so if they pay it anytime you know depending on who you are and how how you have your uh you know payment set up if you want to do let's say you give you give them 15 days to pay it maybe 24 hours 48 hours however you want to do it I always do do one receipt so invoice date I have April 8th due date April 8th you're going to come down here to the service date obviously it's going to be the eighth or the day that you send out the invoice product and service I always use dispatch Services um in there since you guys are you know might just be starting you want you might want to just add that or you could just add freight dispatch Services however you want to put it as long as you're putting a general name for the product or service so in the description I always put in more for detail seven percent of gross but obviously that changes depending on how much you charge so I'll put seven percent of gross um right here for the amount let's just say 500 so now it gives you the option if you want to add sales tax I'm not going to do that and neither should you because that you're not going to charge him sales tax so now we got a invoice of 500 dispatch Services seven percent of gross and then here's where you're going to want to add your weekly report so um if you've watched all my previous videos you see how I talk about the weekly report now if you go in this dispatch course under templates you'll see the weekly report template I would utilize that template to keep track of the loads and destinations and all that good stuff each week you're going to want to take the information that you did for that week I'm in this example I put 678 let's just put maybe whatever I'm just put guys I'm just putting random numbers in here to be honest wow that's a lot whatever putting a lot of so let's just say that's the case I'm charging them on the gross for that right for the 700 7601 now what I'm going to do is I'm going to come here I'm going to download