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Freshbooks invoice generator for Management

hi everyone welcome back to digital ENT solution in this video you will learn how to use ining software to carry out your ining and being process in one of our video I mentioned the top four invy tools to perform your eving and being process I mention the benefits of using Evy tools and what to consider before choosing inv to so in this video we will learn how to use for book to carry out our EV and be process how to send it out how to record payments and how to add the database of your customer in your infuencing this tutorial will be very simple and straightforward so let's go to the paral section [Music] so this is the interface of FR book EV soft the interface is beautiful so when you log into fresh book software this is how the appearance should be so this is our dashboard from the dashboard you can see the overview of your business financial status from here you can see your outstanding invo that is on the invs that have not been paid your outstanding invs you can see your revenue and expenses that is your revenues are on the um the payments of EV that you have already received and the amount spend on expenses this amount receive is the amount I receive for my evanes that is the evanes that I spend that have been received so the outstanding EV are the EV are the payment that are still outside that my customers have not paid and then the money spent is the money I spent on expenses so now you can also see the overview of your total profits total profit is the amount received the revenue received minus your expenses so that is that that is all what you can see total revenue total spending and all so now for you to make use of your EV software you have to set some up you have to set something up under your setting same you have to set some basic information like the name of your business business your business phone number your country and on so under the setting you should go and set up your basic information about your business any contact about your business you add it there so after that you save it PR change after you have insert the name of your business now go back to under set under and thans and financial information under this place you can change your currency you have many options of currency to Cho from if you are in UK you can change to Dollars sorry if you in America you can shange Dollar in UK you can change to pounds and home so I'm Nigeria so our ccy is n then you set up your fiscal year and month and your fiscal year Edge there on that and also under your brand appearances you are going to personalize your invoices to match your brand so from here you can change the color of your team you can choose templates you want there this inv comes with three templates so you choose the one you want this is another template this is another one so you choose the one you want so I go with this one so then you can choose the te color you can to change it to Red change it to blue green or what or maybe you have a specific colors you want to change it to so you can just print this one and then you write the color code of your brand so that's how and then you have the option to insert your logo your business logo just press this and insert your business logo that is all so those are the important things to change under your setting now also from your EV software you can collect your inv software with online payment and with your bank too with your bank account you can collect this software with your bank accounts but the purpose of this tutorial is to teach how to send out inv how to generate invo using invo software so now now it is time for us to add the contact of our clients that is the customer want to S EV to we have to add their contact first before we be able to send invs to them so if you want to add the contact of your clients you go under clients here under this place then you impose the information of your customers I've already imput the information of my customer so if you want to add new clients just press under this add new clients here you write their first name last name their company name and every revance information and you also you must ask their email address because that is where you send the EV to so now let's say [Music] m so is our phone number inputs the buess phone number their mobile phone number or your address any you want that's why is there so now come to this side you set up some set the C setting so you choose maybe to send a reminder to your clients when that payment is due okay I'll press this this will allow me to automatically send payment reminder for this client EV so you select the day you want to send the Remer maybe it is um 5 days after the due date of 3 days after the due date or 10 days after the due date so now have make it 7even days after the do dat so it's done so when it is 7even days after the due date for the payment of this client this software will automatically send reminder to the client to inform him or her about our payment or his payment now s this one to EV attachments do you want to enable do you want to attach a BDF copies when sending the EV deposit so this will enable the this particular to download the invo is or Emil now press save so that is how to add the contacts of your clients under your inv software now let's add another one again let's add another client the name I just number number any content any of your relevant cont address to add the address of your client there so now let's set up the Cent I want to set it up to automatically remind this particular client when it's pment is do I want set up this software to sell the REM that 10 days after the due date done so now I want to attach a BDF F of the of the events in his email so press on this now save so that is how to create the database of your customer on your eving software so now now it is time to add our products and our service that is the service you want to charge the customer for so you can you have two options item you can to add item or service it depend on kind of your business you are into maybe you into a product based like Cosmetics job like um pharmacies or something like that in set of items you add the name of your item under this qu new add items so you write the name of your item the description the accounts income accounts it is s then then you write the rate of your item that is the price of your item then you click it so that this events can track your event but my own is service I'm into service so to add I've already added my service all my service offers but if want to qu another service want to add another service just press on service here so name of your service let's say something just WR anything the description rise the price R and then you save it just write save 20,000 then save so that is how to create your service and your AC now it is time for us to create um EV let's create our EV now now to quate EV now you go under your dashboard here press EV now let's send EV to our customers so okay these are all the events I've already created some of them are paid some of them are partially paid so to create a new evance just press this new evance here now so select the client you want to send the EV to press under this just and the list of your customer will appear then she is the customer you want to send invoice to I to send invoice to aing Pharmacy store so now so the date of the issue is there I the date you isue that invo is with there so now the due date is with there so you have to select what is the due date is so I to select this that the due date is 5 10 days or seven days after the each day so when it seven days after okay when it seven days after the it days that will be the day where the the EV payments will be doing so now let's pick all the service or all the item you want to charge this particular customer for so press this so select on your item or your service so for this particular customer I offered um projects no it's not projects I offer retain management I can't find it okay I offer cloudbased P system set up S another service too I offered with day management system integration select another service I offered software training and support so if you have any other service again just press this add n so now so this is it total amount of money want to charge the customer okay I want to add tax I've not add tax to it so I want to add tax now okay this is my tax now so apply this understand that so this is the amount I want to share the customer now now you can send your events now press send so the events will be automatically send to the email address you input when you are setting up the contact I be the database of your customer so now send so let's view our events let's look at how the events will look like so this is how the events will look like this is how the events will look like I you see it so let's quate another invo again oh now let's add another invo select the name of the customer want to send this events to so I to send this to City store the due date in seven days after days of issue okay seven days yes after the days of issue right it so now I want to sel on the service I want to charge this customer first all I I set up and cl S I also set up POS P I also doing concentration first add concentration automation concentration and training 20 okay I I want to add tax yes apply tax I want to add tax s apply tax to all the service I want to try this particular customer so now these are all the total month I want to charge this particular customer this are all this and this is the total V that is the total tax I want Char this particular customer so this is overall total amount this particular customer is going to pay now so now it is time to set up some setting maybe you want to allow online payments you can only allow online payments when you link your software to online payment okay do you want to customize this can s it to custom maybe want to change the kind of um the kind of EV templates you want to send this particular customer can to change from here so done on that just set up all the gance setting under the events now it time for you to send again so like I said before you can send out invents you have to inut the the information about your customer including their name and their email address it is very important what it is that email address that this event will be sent to so now let's send so maybe you want to quate an event but you don't want to send it now this is how you going to do it quate another events again so I want to send this events to to ours medical so did you is how is meday on the date of the issue day or you can to select any maybe 5 days after the issue day or on a specific day write the specific day that this EV be just write any you want to write there so add the service you want to char this particular customer just for conation 5,000 then you want to add your tax apply tax now so maybe you want to save this invoice you don't want to send it now you just want to save it and come back again to send it so now press save so this these are all on our events can you see that this last events I qued I have not sent it out I just save it so the status will be drive so maybe I want to save it now I want to send it to the customer now just press this press more option and send by email can send by email so select send events or maybe you want to send by link there are many option you can to send by email or share by link if you select share by link you just copy got it okay you just copy the link of this events you copy it to the want to send you soon so that is how to send now I to send this it so that is how to send events now with your EV software you can also use it to record payments so now let's go to how you can use EV software to record payments so to record payments go under payments here go on that payments then where is this plus icon let's let's type to add an event so maybe one of your clients have paid up so under this now you can see on the money on the outstanding money your customer own for our s medical store they own 5,37 for bisco pharmacy they own 70,000 for pharmacy they own 370,000 for City store they own 499,000 that is outstanding am pay so maybe City store decided to pay half of their money now so then you select the payments type is it by bank transfer or is it by cash or credit card or others It Is by bank transfer pres so so this particular cented to out ofy so right not any other notes any not you want to write press this Mark sign to record your payments so when you save the payments it will automatically deducted from the outstanding amount of this particular client so that is how to record payments now let's record another payment again s okay let's say em Davis decided to pay by cash now okay em DAV page on morning you can to WR notes it is optional then press this Mark icon to save your payments so that is how to record payments on your event software so now and another thing you can use a EV software to do is to record expenses too business always make expenses so you have to record your expenses in your EV software record your Revenue your expenses and your evance this will you to know your financial status so now let's go to how we can use EV software to record our expenses to record our business expenses go under expenses here okay so there are two things you can do under your expenses you can add your vendor that is the vendor that Supply your lead maybe the vendor that Supply you foil or C or office office equipment or whatsoever so from your expenses you can add your vendors so add new vendors here so the company name the first name the account number their email address and all then you save okay that's how to do it I have two vendors then so now to record our expenses now to we got expenses plus expenses here this are on the expenses I've already recorded on my EV soft soqu new expenses press under this then select the category of your expenses my expenses is an ad where I brought HP laptop they add Mas te they add description guys so let add V the V page then why okay 3,000 for the two laptops so now can save that is how to record your expenses so when you record your expenses from this why you call the expenses on this software the expenses will be automatically deducted from your Revenue so now next question another new expenses now maybe I brought um office I brought some office supply like notes pad pens and all that ofice supplies the C again the right description and the add tax then the amount to spend ,000 so from here you have the option to insert your receipt the receipt of your expenses you can let this from here you have the choice to insert the receipt of your expenses on that year so now saved so that is how to use our inven software to record our expenses so that is on that is how to use eving software to perform some Bing and EV activities so now let's go to our dashboard to see our my financial status so you can also see the reports of a business so now can see now from my dashboard I can see all the outstanding events I have outside I have a total outstanding events of one million outside waiting the last 60 days so my Revenue now you can even see this B charts that's give a viral representation of your financial status so now you see your Revenue now the my Revenue the money I received this is it the outstanding I have outside is it the amount spent on expenses this is it so so under outstanding being outstanding being are the expenses in which youve made but you have not paid for it it will be recorded under outstanding P any expenses you made but have not been paid it will record it will be recorded under outstanding being so so this is my total profit my total profit is my Revenue minor my expenses so that is my total profit now so this now revenue stre is the total amount of money I receive the total amount of money I received expenses this is the total amount of money I've spent on business so that is on so to view reports that view the summary of your buiness you can view reports based on some certain criteria maybe you want a det summ of all your evanes of all the events you sent out over a period of time just press events so here you see all the events you sent over a period of time this are all the events have sent over a period of time so maybe you want to you want to add the add copy of this now maybe you want to send on this thing out so that you can view it or print it out so just add your address there I you send it so now let's be another report now so you want to see how much money you making from each item you send or how much money you are making from each service you Ender so now this is on the foration consan this are the amount I made I've made 20 times from automation consultant from cloudbased P software have made up to one million from cloud based of 100,000 so on this give the Su of your financial status give it the report so on this te the instin you get from all this thing we enable you to make some important business decision so maybe you want to see how much money you are spending and where you are spending it to the business it is important to know where you are spending money to so now from here now I can see that I'm spending money on advertisements and office supply so this is the total amount I spent on advertisement that is 307,000 on office supply I spent 600 so on what you are seeing here we give you the instance you lead to make some important financial decision it we to know where you sp spending money to so that you can cut down your expenses or something so that is it even software is what it make things is it make business process business being and Evan process more easily from here from your EV software you have you'll be able to see the overview of your business status and on you'll be able to see your expenses your revenue and on so that is it that how to use inv software for your business it is very simple and straightforward so if you have any question you want to ask me maybe you yeah there some particular things you don't understand you are free to ask me question on the comment section so this is how to use for book software there are other inven software to n EV software it's kind of different from this I mean the face is kind of different from French book software so that is all see you in the next video please if you find this video helpful please give it a thumb up share and like it and also subscribe thank you very much bye thank you for watching this practical tutorial if you enjoy this video give it a thumb up like and share and don't forget to subscribe so that this video can each more people who will benefit from our business consumation tips see you in the next video bye [Music]