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Independent contractor invoice example for small businesses

let's discuss these particular icons here this here i gave you a brief look at before if you click this icon here it provides you a print preview it provides you an image of how the invoice will appear when it's printed now you will see that i've been messing around in the invoice and you see i've got a lot of information down the bottom here that doesn't appear on this screen you wonder where'd that information come from that information comes from the default settings if i go back to the main menu you have a series of default settings you can set up for your invoices if i click setup i look at the top here it says invoice defaults this actually goes for all of the quotes purchase orders etc if i click invoice defaults i can now put in a series of defaults that occur for all my invoices so on my invoices i can include a default phrase which is that information that you see scripted on the bottom of that invoice i've been mucking around here so obviously it's all junk but i might have it here and go okay um payment made to account number 81 whatever the account number is please pay please make payment but of course you can put a lot of information here if you have a particular business that have terms and conditions and you might have four or five lines that you'd like to appear at the bottom of your invoice you can actually put that on there and so this you just keep pressing enter it's much like the notes box on your invoice screen and it will allow you to enter whatever information you want here and that will be included on the bottom of all your invoices now if i close this off here this is it provides an example of what you could put there here you have a change sinister line if i click this icon here at the bottom of all your invoices you will see that it says for and on behalf of and it gives you your name now you might not want anything on that you might say no i don't actually want that there if you don't want that just delete that just leave this line blank and all you'll see is your business name well you might want something else there you might say before and on behalf of is a bit old-fashioned and you might want something else put there so it's your choice invoice headers you can change the in the description area the title you might not want that to be called quantity or item or unit price you might want to be called something else you can change that what that's called there these are margin settings this here talks about this you can change the top and bottom margin of your invoices allows you to put more information on there at the top here we see change invoice title this really only exists for those living in australia because in australia this sales tax invoices aren't allowed to be called invoice they have to be called tax invoice so if you live in australia you have to you have to select or you have to change that just appear as a tax invoice not as the word invoice right um i don't think there's much else need to discuss there and all these other defaults are identical to or similar to this here okay now where was this auto uppercase before i discuss the auto uppercase over here you can this is the order uppercase setting but click that currently the order uppercase is switched on it gives you all the information down here about it if i click it now it's off so that's by default it's now off on all invoices all quotes or purchase orders but i'm going to turn it on back on because that's what i had it set to so there's the auto uppercase there right if i jump back into that invoice for now just to finish finish this video off and we look back up the top here um if i click this print preview again you will see that that's that information i just entered in down the bottom there so that's going to appear on all my invoices now i'm making this go bigger and smaller because i'm clicking this with my left mouse button so as i click this for my left mouse button this comes bigger and smaller right at the top here you'll see um this is the close icon where you close this screen and you can actually print this invoice direct from here if you are previewing an invoice to make sure that you provide it looks good and there's the information that you want on it you can just click print and it will print directly to whatever your default printer is whatever the printer setting is over here well whatever your default printer setting is okay if i never switch it i'm always printing to my pdf so i just leave my default printer setting on what it is but whatever your printer setting is that's where it's going to print to so if you need to change it you will have to jump back out of that print preview and change it okay now one more thing i want to point out this here is a bit annoying going up here pressing this i don't use that on the left hand side to close i actually as i'm previewing because i've already got my mouse in this area i right click if you click your right mouse button it will come up with this pop-up so if i right click anywhere i can now left click on close and it closes it do you see that right click on the screen and i can print it or i can close it to me i find that much easier