Create Your Freshbooks Invoice Template for Finance Effortlessly

Freshbooks invoice template for Finance

hey welcome back guys so today on this video we are talking about fresh books and more specifically I'm going to quickly answer a question I keep getting a lot on my other video and that is how do you create an invoice for your freshbooks customer so let's go ahead and talk about this first off guys real quick video not too many steps involved so be sure to stick around to the end of the video but why would you want to create an invoice in fresh books anyways well that's pretty easy if you're running an online business pending invoices are hard to keep track of and if you send the invoice out through freshbook it's going to track all the voices all in one place whatever the case is it's a pretty easy process it's handled here in your freshbooks dashboard check my video description I'll try to leave the written instructions there as well but I've already logged into my freshbooks account and this is the home screen here on the home screen if you want to create an invoice what you're going to do is here on the left you want to click on invoices once you do that you're going to be in the invoices Tab and to create new invoice click on this green button here on the top right okay so here is where you can go ahead and create an invoice first off you can go ahead and add your logo right here if you wish to do so next you're basically just going to fill this out one by one so first we want to choose the client that we're going to send this invoice to so just click here and then you're going to see all the customers that you have in your fresh books now if it's going to be a new customer don't worry you can click here and create a client once you do that you can go ahead and fill out their information as a new client also once you fill this out you're going to be able to invoice them without filling this out every single time so for me I'm going to go ahead and choose this client right here next what you want to do is date of issue so when was this invoice issued so let's say that maybe I was at their house on the 25th and then the due date we're going to go ahead and put that 30 days after if you want you can go ahead and put the invoice due on date of issue or you can set a specific date so maybe on the first of the year or something like that so for me I'm going to do 30 days after the issue date here you can go and change the invoice number if you want so let's say 00009 okay and then here you can add a reference so if they have a PO number or something like that you can put that here so P PT 568 okay next we're going to go ahead and let them know what they're being invoiced for so I'm going to click here add a line once you do that it's going to show you all the different products or services that you offer so you can easily just grabb one so we'll choose this one a patio Bill and it automatically adds it in based off the parameters for that product now if for some reason that product that you're selling you're offering it to this customer for a different price you can easily just click in there and then maybe we'll give them a $1,000 discount right there and then you can go ahead and continue adding products so I'm going to add one right here now if the product that you want to add into this invoice is not here you can easily just start typing it in so let's say Instagram marketing okay and then we can just go and add the price so we're going to charge them $1,000 for that and then we can go ahead and add a description boost your Instagram okay got it now if you're offering some sort of a discount you can go ahead and click right here once you click in there you can say maybe we're giving them a 10% discount or 11% and then add discount and it's automatically going to calculate that now as we are sending out this invoice maybe we're going to send the invoice out and we're not going to start the work until we get a deposit so we can add a deposit and let's say maybe we want a 10% deposit or maybe we want a $500 deposit you can go ahead and choose one of these for me I'll go ahead and choose 10% and then add deposit also if there's some sort of a payment schedule you have agreed to with your customer you click here add a payment schedule so this amount 50% due is due before this date and then the other 50% is due right here or maybe you're going to do 10% 10% and you can add another payment and keep adding payments so maybe they're going to pay 10% every month you can add that here down here on the notes for this invoice that you're creating in your fresh books you can go ahead and add that here so maybe we can add it for property on 123 Main Street Hotel okay and the terms so maybe we can go ahead and let them know work to be performed before 5:00 p.m. each day customer is required to provide access okay so whatever terms or anything that might go sideways with your customer you definitely want to go ahead and list that there so for example if we're doing Instagram marketing but they never give me access to their account then they would be breaking the terms and then we can go a and cancel the contract so just kind of keep that in mind so you can reference it back and your customer as well and then down here you can go and add attachment so if there's any kind of like images so for example if we're doing a patio Bill we'll send over pictures of the before for the patio build all right once you have all that set up here on the right you can go ahead and set up credit card payments so that way your customers can pay you directly through fresh books with their credit card you can change the invoice style so template color the font if it's going to be some sort of a recurring so maybe this is going to be your monthly customer you can add that here you can set reminders so that way if your customer decides not to pay or they forget to pay they're going to get email reminders to pay this invoice here you can go ahead and add late fees if they work in a different currency or language you can change that here so once you have your invoice created in freshbooks you want to scroll all the way to the top right once you scroll to the top you can go ahead and save it and that way you can go aad and print it out or if you want to send it out to your customer immediately you can send by clicking on this button here and it's going to send it to the email address that you have on file for that customer so for me I'm going to goad and save it okay quick second later it refreshes it says the invoice that we created now saved and you can reference it down here so there you have it guys if you're wondering how to create an invoice in your freshbooks account that's the easiest way I know how to do it if you know an easier way be sure to leave a comment below let the rest of us know how you did it hopefully found that video useful if so click thumbs up or maybe consider subscribing to my channel and I hope to see you on the next video thanks again for watching