Get Your Free Itemized Invoice Template for Customer Support

Free itemized invoice template for Customer Support

sometimes you work with a client and you don't have an invoice R because things start off pretty informally or you didn't know that it was going to require an invoice or maybe you're kind of new to this thing working with clients if that's the case for you then you can use this invoice generator to generate invoices for your clients the link to get the invoice generator is below and the instructions on how to use it will begin oh now once you have access to the file the first thing that you need to do is make a copy of it because the file itself is view only so what you need to do is go up to the file menu select that and then select the option to make a copy let's do that now it'll default to this name you can change it to whatever name you want so now you have your own copy now what do you do let me show you these last two pages here so this one as it says it's a template with notes and highlights which is to be distinguished from this other one which is only highlights why did I do that I'll show you we'll go back to this one first and in here anything highlighted is something that you're going to want to fill in yourself all of this for your business name and address and everything each of these line items you want to provide your own description your own quantity and your own rate the invoice number all of these things and if you hover over any of the cells that have this little arrow it will tell you information for instance this one tells you about the issue date I made another version of it here with only the highlights so that you can just go through and make all the changes you want without having to remove all of those notes by yourself once you've entered in your own information for presentation purposes you're not going to want these highlights shown to people so you're going to want to reset those to just white in most cases unless it's something like this where the background is set up differently everything that you would change from highlight color is either going to be reset to white or down here the background color is that if there's anything that you don't use for instance if there's only one line item here you can delete all of these so those no longer impact these other numbers and if you're not using them you can just select those rows and hide them same thing with this discount if you are giving a discount you can change that value here let's say 40% or if there is no discount you can either change it to zero or just delete it and and you can hide the rows there as well I may even want to just remove this sub tool while I'm at it so let's do that all right and then I'll just get rid of the rest of these highlights whenever you're ready to send this invoice to your client go up here to this print icon click it and then I recommend using portrait and once you're here click next and then you can save as PDF and that's it now you can rename this this is the first invoice for big Biz this one you can either delete or keep so that you can always reference these notes and I would recommend if you work with multiple businesses having a a file for each business and within each file each sheet will be a new invoice for that business that you're working with that client that you have if you run into any problems or if you have any questions whatsoever leave a comment under the YouTube video or reply to the email that sent you the link to open this up happy invoicing [Music] let's let's do instead of three sixes four sevens there we go wait isn't BR is Brazil isn't it if that's a city in Brazil i' well that would be interesting I'll say that what would the phone number [Music] be an 800 number would be would be nice uh it should spell something out 800 I'll do the one it doesn't sound professional unless you add the wood 1 1800 don't they usually yeah 1 1800 [Music] H something s letters long sometimes they have an extra in one right but let's try to stick with seven [Music] okay good what's it's [Music] brainstorm okay I already did like pile of skulls I talked about I did the hores okay he's got they like horses um like the is it Easter Rose yeah that just it sounds like Easter you know it it can't be Easter [Music] Rose okay I'm I'm going to W that up off [Music] screen OS right there we go let's do it on all caps it's important now what is C Drago's customer support [Music] number H what what would this number be used for you know if chingus or cogo had had a hotline would it be for cities to preemptively surrender you know like what maybe to you know War other minor Warlords to to join his his Horde horde h o r d e that's five my my horde no hord me it's weird no The Horde no I think no horde isn't working that's it's going in an interesting Direction [Music] though okay so if a city wants to surrender how about that okay uh don't kill me 1 1800 don't kill me uh it's a little too long though okay uh Sur 1800 surrender no that's like eight s r r e n t e r oh nine too much true much surrender surrender the French no no no no what is surrendering French [Music] huh turn the headphones off Sor okay soly fridge oops cylinder kind of sounds like cylinder you one two three four five six seven eight eight letters that's that's better sinder surender S surender CER cyinder see how it looks Loop come on [Music] you know what no NOP no no I'm going to stick with English I think this is people would have to think about it too long take my city no I give up [Music] give do I oops do want 100 I give up um the font makes the I look like a there's the other one but still yeah let's keep the dash there okay cool cool all right okay well I think I crapped around long enough that I can uh show you the uh the the Easter egg is that what you would call it like the Hidden Track maybe you noticed I didn't talk about this one uh so first I would recommend checking out Tasker for one thing it's free through the 17th which is coming up soon it's not going to be expensive after that but I mean free is better than cheap so why not okay the other thing is on January 9th I will be hosting and ask me anything session uh so yeah and any of these you can click on the what looks like a button and then click on that thing and it'll take you to it like uh for here for you to get Tasker here for you to okay I'm going to need to update that uh there's a an event registration it's good thing you did that uh over here this is why I saved this to last because uh this is a membership that you can purchase eventually it's going to be much more expensive than it Curr is uh but for one thing there's not a whole lot of tools and other things available for people at the moment so the the value in paying that much would not be obvious but also I want to make sure that very high quality people who are very opinionated and really like to share their opinions and also have the right kinds of problems that need solving and everything and people who would be really interested in having stuff built for them I want those people to join this group so if you think that you're one of these people who would be needing Solutions like okay these things for instance this spreadsheet here one of the ways that I work on anything big is two things I break it into smaller parts and the other thing is I start very very very very low Fidelity in fact like spreadsheets that's not even where I start I typically start with like drawing on a marker board or using poits or writing on a piece of paper or something and I don't mean drawing wireframes or jotting down ideas I mean the system the thing that I'm using in building is on that marker board this actually I kind of I jumped that step uh you can't really send an invoice to someone else using a Markle board but almost everything else I start with a level somewhere along those lines now I I don't share those but in this group there's a bunch of things I'm working on and this is an example something that I would be sharing with you in the group of Hey would this be useful want I get feedback from you and I would be deciding to build it because in large part I heard people in this group telling me hey I really need this problem to be solved so I'm like okay that aligns with what I've been hearing and seeing in the market I'm going to work on building that so I build it in Google Sheets I build it then later in something with high higher and higher Fidelity and you by being the guinea pig number one you get things built specifically for you number two you get it for free and then if you're in the group but I didn't uh work with you to build that thing in particular you know like let's say someone else needed an invoice generator that was part of a larger tracking system for working with clients and that's what I end up building let's say I did that and you weren't part of that process you it wasn't a huge need for you so you weren't in that give and take process but I release it and for the general public let's say that's 200 bucks you'll get it for I don't know 80% off or something yes so everything uh if you're a part of this group you would get products either free or really really really heavily discounted yeah I hope that this video was sufficiently awkward for you am I done am I done talking I didn't even bother recording my my face [Music] I probably should have recorded it but I didn't I didn't I am still talking after that really I have nothing else uh of value that I'm going to be talking about so you should you really should click off this video now I'm serious no I'm serious really I'm serious I mean it there nothing [Music] else nothing nothing else just just just sitting here at my desk S no I can't oh damn it [Music] s I'm I'm a professional [Music] [Music] yeah I was toying with possibly saying something else about a couple other things that are coming soon but no you'll just have to wait so yeah that was a waste of time if you sat through those the last minute or two okay I'm signing off bye-bye Link in the description [Music] [Music]