Streamline Your Processes with FreshBooks Templates for Operations

Freshbooks templates for Operations

[Music] foreign how to send an invoice on freshbooks now this video is going to be a complete step-by-step tutorial so if you follow along by the end of this video you will be able to send an invoice on freshbooks okay so to do this you first of all want to load up freshbooks right here and to actually send an invoice it's pretty easy we just click on new invoice in this top right corner and that is going to take you over to this area now there's a few things that we can do here so the most important is of course going to be add a client so all you do is click this and then we can fill out their details so you want to enter in their first name the last name then you can go through and enter in the rest of these details like the company name where they are located and all of that good stuff you then enter in the date of issued and the date that it's due the invoice number uh your reference if you have a specific reference and then this is where we get to the good stuff so in here under the description this is where you basically choose or say what this invoice is for so in here I might say YouTube and let's imagine that I should get paid 50 for this so you can either add one you can change the quantity here so if I say this with five YouTube videos you can see that is automatically worked out and you can also add in new ones if you would like if you did other things as well and that is basically how you can create the actual thing now you can add notes down here any terms any attachments and then finally you can also choose how you get paid so you need to make sure if you haven't already to set these up but I can choose between PayPal and stripe we can choose the style of this so the colors and all of that good stuff set reminders charge alert fees language and everything like that but that is basically how you can create an invoice in freshbooks and then to send it you just click on send to choose who you would like to send this to and then click send invoice and that is how you can send an invoice on freshbooks