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Freshbooks free invoice template for Customer Service

hi guys you're back with me tara realmedia here from pearl lemon reviews and in this video i'm going to show you how to create a free invoice using freshbooks.com so that's freshbooks.com and right away as soon as you get onto the page you can see you've got the option to select create my free invoice or you can download templates of free invoicing so you can kind of customize it make it your own obviously change all the details on there and send out your invoices for free so i'm going to click on create my free invoice there and then what we're going to do is sign up with google today but you can sign up with apple you can create an account there's no credit card required as well so you can cancel at any time and like say it allows you to try it for free with fresh books so you can kind of sample it see if it's for you send out your invoice in it and if you enjoy it you can kind of look at the upgrading services and see what extra features you can unlock with freshbooks so i'm going to sign in with google i'll be right back once i've done that okay so you've got a quick couple of things to answer four step processor just to set up your account with freshbooks so you're customizing it to suit it to your business so i'm just going to put creative professionals for what does your business do how would you describe your business you can do its launching soon it's been my full-time folks over a year part-time or supplements my main income it's a new business but it's my full-time focus so i'm going to pop that on there and then what do you use to build your customers is it pen and paper spreadsheets word documents i don't use anything right now or another accounting software so i'm just going to select don't use anything and then i'm going to change it over to great british pounds but you can select whatever it is that you need so just find ours and then select it over to that so you can choose the estimated revenue or sold to 20 000 but you can select it or you can leave that if you want to then just press continue and then now this is all of your information so i'm just going to pop this in and then select continue and then you can select how many team members you have i'm just going to select just me but you can do 20 or more or under that then press continue okay okay so we're all set to go so now you can do how about you've heard from freshbooks so it just helps for kind of business research there so if it was google podcasts adverts all that stuff if you don't want to put anything just leave it and just press next okay okay so now we are on to creating our first invoice so we can cancel that off for now and we can start adding clients or we can send an invoice but for this one i'm just going to press create new invoice select invoice there but you can kind of add expenses and things like that on so with this you can drag your logo so i'm going to select a file i'm going to select my logo press open there's my logo added there and then i am going to come down and then add a client so this is where i can just put my client's name so example and then you can edit the client if there's something you missed off or if you've added somebody else you can press change client there so any edits to make your client will change their details across your account and will apply to the new invoices so if you just press ok i'm just going to pop example clients press enter then you can pop in the last name as well so i'll pop example clients and then you can do the company's name and address and all that stuff just press enter once you've done that i'm just literally selecting loads of random letters for that and then you can do the date of issue invoice number and then you can change here the amount that is due so i'm going to click amount due here so let's add example job and then we can have the rate there so we can have nine pound fifty how many quantities of that return so as you can see then the amount due is 95 pound there but obviously you'd put whatever rate it is and whatever quantity is if you need to add any taxes there you can put whatever tax it is so you can apply the 10 for example so then the amount you would then just be automatically changed you can add a payment schedule if you want to here and then as you can see you can kind of do the due date and things like that i'll just cancel that off for now and then if there's any attachments at all that you need to add there you can just add any attachments if you've finished you can save that so that's just saving now so that is our invoice that's saved now if you want to go over to send it you can just select it here and we are going to send this now so we'll just click on the more actions and then we can either market a cent we can download it as pdf we can send it by email or we can print it out so depending on what it is you want to do if i was to send that by email and only the primary contact will be notified so if i press ok so obviously there was no email attached to that so that's why it's not sent to the email but that is where you would add the email address so if i select a different option and download it's a pdf that's just downloading for us now and that's going to save and then you can attach it by email from pdf as well um but it just makes it easier if you just add their actual email address so then rather than kind of saving it to your desktop and things like that and then folding it on again it's just kind of cutting out kind of another step and you can send it directly through their email so there you go that is it downloaded as a pdf and then you can either print that one out there or you can um yeah download that to your desktop so that is how to create a free invoice using freshbooks.com i hope you've enjoyed this video i've been taro media from pearl lemon reviews if you like this video give us a thumbs up and remember to subscribe to the channel and all that other good stuff thanks for watching bye guys