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Freelancer invoice template google docs for Customer Service

hello Creative Homes welcome back to the channel I am Aditya Royale the founder and created director of Zach's corpse and in this tutorial we'll talk about how to prepare a professional employees for your freelancing works and what others uh information that I'm sharing boys contain and create one in Google Docs a combination of Google Docs sheets which is free tools accessible to everyone and you're not really needing any additional subscription Etc so let's begin okay first let's talk about positive things that you need to put in your real voice to make it professional firstly you need to have some kind of ID for the invoice so that you can refer to it if the affiliate is easy to find when you're searching in your documents and other references and you need to have the name of the want to contact which in most cases will be the client you are working for and in some bigger cases it might be someone other than the main person you are working for and it's uh it needs to have the name of the client if you're working for one person then the point of contact and the client will be the same which is fine and the secretary of the invoice phone number of the client of email ID of the client if the client doesn't have professional email ID either of these is fine but at least one of them is complexity of billing address for the client these might not be compulsory in some cases but in most cases it is legally required uh the thing is stuff like this helps you identify the client and the client can recognize themselves with the invoice and that way it is more legally bound to each other and some context this is optional but this is helpful for the client to understand what the invoice is for an introduction before Okay jump down to the calculations now comes the chart the chart is a breakdown of the costs that the client will be building for you the professional route that we personally prefer in ads.com is having it divided into some chunks of tasks for example there is a chunk where there's a heading for the chunk and then it breaks down into individual talks in it it should hibernate now we don't work on hourly rates we work on deliverable rates and when you are working with other Freelancers under us we also work with them in deliverables not only but it can be and our leadership that's what you're working which will be multiplied by the quantity relative to the task quality and the amount for that with this breakdown the total amount will be the subtotals of individual tax multiplied by the rate and quantity it can be a little more simple than this if you are doing only one task or it can be a little longer depending on what your developing the invoice for then comes the payment details uh ideally a signature is good and it's a more professional if you can put in an image of your signature which is very easy to do with all the technology we have today and like you don't need to be a proper designer to upload an image of your signature that's really basic uh most companies will prefer to pay you in your bank account because that is so that's easier to track for their accounting systems and that becomes more professional because companies usually have some kind of a company account where you pay doesn't work that well as you see with your personal account so for a better track recording and auditing and all the legal stuff they prefer to pay you by your bank account so you will have to put your bank account a name these are the basic needs of bank account that you need for someone to pay into your bank account the account name which will be ideally used the number the ifsc code to track the branch of your home Branch off your bank the Swift code is not compulsory in all cases that is more mostly used for international transactions the bank name of course and address of the home Branch although it can be tracked through the ifsc code it is many companies prefer to have to separated and contact details for you in our case you can see that the other third the client name and the contact names are same it's because this is just an example uh the contact details will be your contact details your email ID your phone number your name and in case you are an agency then uh the point of contact will be you and the agency name will be used and if you're a single person working on the freelancer this is not necessary and uh address [Music] these are pretty much what you need to put in your in first make it more professional and now I'll show you how to do it on the the Google Docs and Google search the free tools and uh like we're using this because this is a free and more accessible and more you know platform independent but if you prefer to work on the more common tools like if you have Windows system and you're using Microsoft Word or Microsoft Excel feature better tools than the Google ones then you can do it more easily but they are like what Google Docs and Microsoft Word report what editors and Google Sheets and Microsoft Excel are both specific software we have a template that you can use if you go to our website you can go to the resources segment all resources and credit card you can directly get it from this segment which is there in most pages so let's go through here you can go to document templates and then you will get this which is the freelancing cost template and from there you can download the inverse template that will make it easier for you to work on or you can simply use this video as a guide and create your own on the combination of word edited okay I'll show you how to edit the template because like creating it from sketch will be our long video and yeah you'll get this page and you can download or download so now let's uh get back to let's create a blank document [Music] here you can open the which is command Over Control depending on your system though let's open a template from you live [Music] the heck of hyping something iron so beautifully is using a table [Music] so the properties which opens up this uh you can use with this and it's ideal to have something called UniFi so that it becomes more easy for the client too a recognize document it's ideal to have you do good if you do not have a look you can just type your name in uh like copy it like maybe just type it and if you're using some brand fonts which is ideal you should have your own set of phone the right term is type is you know just making it accessible oh change it from this we use the side of family inside us and conditions are extra context and which is what the entire document is made of and let's say you want to add your logo here you can simply image options click this image upload from a computer [Music] [Music] and this part is where these are simply just like they are also tables you concentrated it and let's say you are adding your signature here you can simply add an image if you just type in your name it's just retyping the text but ideally you should add your signature [Music] just delete it because you don't want that and this is the part and the reason we are using spiritually software within it is because you would prefer to have this calculations automated like if you're just calculating and retyping then having a template doesn't save you time which is the goal of attention Let's uh go to this expensive and for this we have the chart template once again let's [Music] foreign [Applause] [Music] [Applause] [Music] web design then heading one can be the design this can be landing page this can be contact pitch [Music] and let's say that it is higher for landing pages for obvious reasons now this gets automatically calculated because we are using a formula here we go which is relatively easy to do this is also a multiplication of this and this is a sum of this let's say you have only done one work and you know it's since this is a necessary is just getting it wrong the neutrals and it is a system of this now what you can do is you can copy it which is command C for mac and Ctrl C for Windows [Music] and paste it which is command looking for Mac or Ctrl C for Windows and keep it linked to listen for thinking it is you are changing something here let's say you miscalculated it is 4. then this change will be reflected here just type it here update and it is update it that's the pretty much the meaningful and uh you can see that it is a little mismatch which is very easy to fix [Music] this is a column just increased on it [Music] and let's do it's as simple as that now you can download it when you are sharing the document the ideal form is a PDF document and the benefit of having a PDF is that it's easier to document when someone opens a PDF they don't need the phones so settings Etc to be so won't get destroyed because they don't have the same elements you have and we show which it can be the case when you say we need as a DOC format and plus PDF would be more easier to print out and since this is already set in F4 which is the most common printing paper that uh providing a physical universe will be just as easy and of course you can just use this video as a reference and create this which is simply deserve a combination of tables the systems itself for individually pretty simple what we have done is make made it beautiful which is not that easy to do compared to these are not design software and anyway uh uh I hope this video will be useful you at least know what to put in your invoice professionally and you can just if you can simply support us by downloading this template and you also get a template so it's mutually beneficial and if you like what you see just subscribe the channel that will keep us motivated and uh check also check out his website for other resources other than this template so I guess that's it for today hope to see you again in the next tutorial for some other informative video till then keep creating and stay above the crowd bye thank you