Create Your Free Invoice for Quality Assurance with Ease

Free invoice for Quality Assurance

all right welcome back now that we've set up our company settings we've added a customer it's time to create an invoice so up here click on invoicing again there's multiple ways you can create an invoice you can simply click this button here you can click here to create an invoice or use the plus sign so let's go ahead and click on create invoice here and this page will open up now notice if you click on send invoice that these fields light up red these are the mandatory fields so we definitely want to select the customer and we want to put in the name of an item in description and cost that's the very least that's mandatory on every single invoice so let's start at the top the first thing you want to do is make sure that this is our invoice date so we'll select 611 2018 and let's say we're gonna give this customer 30 days to pay so we'll select July 11th 2018 now you remember the invoice number we put in here is gonna be zero zero one zero zero invoice this the invoice title we have set as invoice if we would have changed this to estimate or receipt it would have updated it here but you can also edit it here if you'd like as well cool job description the Job Description is going to be a simple description of this invoice or project name that way it's much easier for both you and a customer to reference it to so in this case we'll put in web dev project our logo is already updated our logo is already showing here since we added it in the customer settings now it's time to select a customer so we have one customer we added which was Apex concepts Corp now let's say we want to add another customer or we're halfway through an invoice and realize that we didn't add the customer we can do that easily by clicking right here the window will pop up and as in the last video we just add the customer right here will click cancel for now and select the one we've just added it'll show their contact information here now let's say you're looking at this and you made a mistake you can simply click edit update the customer here and it'll reflect right away now let's say we're doing a website project form we'll just call this development and in the description we'll put this end cost of let's say $2,500 is one here you'll notice we can add an additional item or a time entry so let's add another item and we'll call down logo design we will add a quick description here we'll put in 750 and quantity 1 next let's say we want to charge them for time entry so we'll click on time entry and we'll say consulting now let's say we met with this customer on site and we'll put this in let's say we charge $150 for 2.5 hours now let's add another time entry call it photography just on site and 150 times let's say seven and a half hours scroll down look at our totals so we have a sub total invoice total and the balance now let's take a look at what we have here on the right there's a lot of options here and a lot more to come so if you remember in our settings we selected that paypal was our default payment option so it's already selected here the reason we added currency here is so you can select which currency you want to use on an invoice level now if your default selected to USD and you want to change this to for example s.o.s you can simply do that and the next thing once you create it will automatically default back to USD now let's scroll down so you can see what these features here do so first let's say want to give this customer a percentage discount of let's say 15% you'll see that at or right here now remember those two taxes we added in the settings they're right here sales tax and other tax so let's say we're doing a sales tax of 10% and another flat tax or whatever that may be of let's say $175 you're gonna see both of those right here next the pay date field is if the customers paid any money on this invoice so let's just select so let's say they've paid $1,500 this will show that they've paid $1,500 to date and their total balance is 31 16 and 25 cents let's go ahead and save this invoice you'll show right here now if we go back to customers and if we open up this customer we're gonna see exactly what's been billed out but let's go back into invoicing open this invoice up and this is what you're gonna see so let's click on edit and let's say we want to send an invoice so click on send invoice this will pop up it'll automatically show the email that we entered in our company settings it'll populate your customers email it'll automatically create a subject as well as a default message that you can change at any time it'll show that your invoice is attached as well as your PayPal address is enabled now if you want to send us a Morse without giving them the ability to pay via PayPal you can just simply turn that off for this invoice and click on send and you're on your way now downloading the invoice is really easy simply click on download if you want to email it to yourself keep this enabled if not simply turn it off and click on download invoice voila now if you want a preview your invoice before you send it or download it click on preview and there it is this wraps it up for our invoicing section there's a lot more features coming up we can't wait to share with you in the meantime if you'd like to suggest a feature simply scroll down to the bottom click on suggest feature or if you need help simply click on support send us a support ticket we'll get back to you right away happy invoicing [Music]