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Express invoice for Research and Development

hello and welcome in this video I will show you how to create an invoice using invoice Express when you run invoice Express a blank invoice is provided to you automatically the creation of an invoice is a two-part process part one is where you fill in the details of the invoice you start by choosing the date for the invoice by default today's date is selected but you can change this by selecting a date from the drop- down menu which contains a calendar of dates next enter in your invoice number and or order number you then enter the client name and the client address of who this invoice is going to be sent to next you write the job address of where the work was carried out finally you are given the option to select if this invoice is vat and or CIS applicable this will add or remove vat and or CIS rates to the invoices total if your current job is liable for reduced vat rate such as 5% you can enter the vat rate to be used for this invoice only if the vat or CIS rate changes in the future you can change the default value by going to the user customization form located in the options menu once the details have been filled out proceed to part two by selecting the part two tab part two is where you will write the description of the jobs that was carried out each row will represent an item that was carried out in the First Column labeled description enter the details of an item that was carried out in the next three columns enter the quantity then the labor and material cost once done you can move to the next row to fill out another item if you provide a quantity the program will carry out the necessary calculations invoice Express is flexible where you can either provide a breakdown for each material cost or simply provide an item which covers all material costs if you do not want a number to appear on the invoice you can leave a field blank every item has its own total column to see the total price of that item at the bottom of the table you can see a breakdown for the totals for the labor materials labor plus materials vat and the final total which includes labor plus materials vat and also CIS tax deduction if the invoice was either not vat or CIS applicable these calculations will not be included on the invoice if you ever need more rows you can add more by right clicking anywhere on the table and from the drop down menu you can choose to add one row five rows or 10 rows you can delete a row by right clicking on it and selecting remove row if the row contained information a message box will appear to confirm deletion if the row is empty it will be deleted without confirmation once you are done filling out your invoice you can prev your invoice to see how it will look by selecting the preview tab you will see all the information you entered in part one and two as well as your user details entered in the user customization form on the invoice if you want to space out items in your invoice or to grow your invoice to take up a whole page you can do this by adding blank Rose if you spot a mistake you can simply click on part one or part two Tab and make the needed changes and preview it again once you are happy with your invoice press the save button on the toolbar above to save your invoice with the chosen file file name and location when you use the save tool you can open your invoice at any time and make any needed changes next you can choose to print your invoice by selecting the print button it is important to know that you can only print your invoice in A4 or if you click on the export button you can save your invoice as a PDF file which is an ideal format to electronically store it or send it via email to your client thank you for watching please visit our website for a free invoice Express demo and feel free to contact us if you have any questions