Electronically Signing Contractor Invoice Made Easy

Digital sign car service receipt

what's up everybody well I'm going to ask a couple times what invoice and program I use a couple years ago I did a video about going paperless and since then I've gotten several several questions about what program you use in d like it so I decided I make a video about it and show you what I use and how it works and you can decide for yourself if you like it or not when I first started I was using QuickBooks mol and you know not to be confused with QuickBooks Online 2 totally different programs you know I haven't ever used QuickBooks Online but I used a QuickBooks mobile and it was sync directly to my computer at the office and it was flawless everything worked good and I was really really upset when they discontinued it so I called them and so what am I supposed to do and and they would've like well you need to find a third-party app that I thought but they were leaning towards invoice ASAP so I decided I'd try it I like it it works really really well for me when I first started using invoice ASAP I was using it on the Android tab let me tell you something I didn't realize how clunky the program ran until I started using an iPad once I started using iPad I couldn't believe the difference in the quality of the apps I mean Android it does good except when the customer goes to sign the signature never stuck you can see it and it will just disappear with the Android tablet I didn't have a place where I could take a picture and attach it to the invoice with iPad you can with the iPad I can leave a voice file saying you know thanks for the business it's appreciated or due to age of your system you need to change it out or or whatever I want to say but I couldn't I didn't have that choice for the Android tablet now the Android tablet is just an expensive remote control for my chromecast on the TV in the office that's all it is that's what I use it for if I want to watch a video i watch it from the ipad I mean from the Android and I send it to the TV so that's my expensive remote control so anyway let's look at a invoice ASAP on a tablet I'll show you how to do an invoice if you like it you can use it I mean it's it cost 15 dollars a month for unlimited invoices and you know it does a really good job I also have it on my phone and the reason I have it on my phone is if I want to call the customer I go to the customer section of the program I find their name I click on their phone number and then hit the call button - right from the app so so I like that feature but I really really like the program on the Apple product it does a really really good job so let's look at it tablet do an invoice on alright so here's my home screen on my iPad there's an icon for invoice a set my click on it it takes you to the home screen so as you see from the very top it says new invoice well I'm just going to go over and I'll tell you what they do new invoice is self-explanatory if you're doing a new invoice for somebody you click it and then you'll have your options we'll do that in a second same thing for the new estimate invoice lifts there is all the invoices you've done whether they're paid or not all your invoices are there you have your estimate list the same thing your customers that's where your customer base is like I was talking about for my phone your your report that's how much money you've made that's where your bar graph is all the other stuff we won't be opening that that's just too much information Manesh app will click on that we'll start here first your profile that's where your information is you see there's my information of company name address and a phone number let's hit back products and services I don't really use this very much because when I first started company I did some pricing and I just never went back and changed the pricing so just to kind of show you what it looks like there's all your all your stuff there and you can add and subtract whatever change the price is whatever so these are like five years old so I need to go back and update them so anyway let's go back to that let's hit the back button let's go ahead and do an invoice all right so when you get to that invoice screen the new invoice you see there's your information customer the items you'll see that in a second the toll in the comments and then save so with the customer if you've been to that customer before you just hit the pick button if you're if you just now go into a customer you hit the new button and you hit the new you fill their information out and you hit save right down there at the bottom alright so let's go back let's go ahead and pick I made one up while ago a student John Smith and there he is right there alright so there's this information he's that's just a fake name he's got my email address and my phone number let's do pick all right so from that list you've already got made up let's hit tab and in two diagnostic fee and you see it there diagnostic fee if you choose you want to write something there like the switch goes off or something like that you can just do it if you want to change the price you can change it we'll do that in a second you get done all right so let's say you've done something else let's say you change the blower motor let's it pick let's tap it and then let's go to labor get labor let's go ahead and fill something out change blower motor all right it done oh let's go back to it so you can go back let's uh let's change the price there let's say it was $400 all right let's it done all right so there's your invoice made up and you just hit save okay so now let's go ahead and let's have them pay you can do a check cash a card now I think with the invoice ASAP you can set up a PayPal account and they can pay with your credit card and we'll go through PayPal or whatever I don't do that I use the QuickBooks co-payment little thing so so if I do a card then I just enter the authorization number let's see I'll show you see reference card you just uh do the optimization number right there let's go back and if they pick cash whatever it's self-explanatory let's do check let's do one two three four or one two three two I hit done and it's safe let's go there you go so we're already see it shows paid right there let's go ahead and have them sign all right at the bottom there it shows customer signature or company signature right there let's hit the customer signature let's let them sign it I'm safe all right if you want to attach a photo to your to your invoice there you hit the photo button down at the bottom click it and they'll ask you to choose a photo or take a photo let's go ahead and choose a photo let's do camera roll that's a picture of a job I just did a video on actually and then use it so you've had them sign it now let's go ahead and preview it all right so let's see if that org see there's a picture right there that's done let's go back there's your invoice and it shows paid right there let's go back let's go ahead and do a voice file all right you hit thank you for your business it is much appreciated let's stop let's save it so let's go ahead and preview it again and you see your pictures up there in your audio file now if somebody's going to receive your invoice from the iPad this audio file will not work it'll say Safari cannot download file but if they do it from a computer it'll download into whatever media player they have and and they can hear it so let's hit the back button alright let's go ahead and send it and it let's go ahead and defend alright so it just sensed so let's go over to the email program and then hit email so let's do that one there and then when they get the email it'll be a link you just hit the p-wave voice and there you go there's your invoice and get your picture shows up right there and then here's what happens when you do the audio file from the iPad see it says download fill Safari cannot download this file so maybe the people invoice ASAP can fix that problem because it would be nice for safari to download the file so anyway that's the invoice ASAP I really do like the program and you know if you like it maybe you could try it so there you go that's it thanks for watching and have a great guy