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Interpreter invoice template for Procurement

Haggar my name is Omar and today we're going to create and send your first invoice in of oz' by the way you can also manage projects track time and record expenses in Abaza be sure to check these features app after the video let's say I open a design company and just finish some awesome visuals for my first client and now I need to invoice for my work let's head over to invoices and click on create invoice the first thing of oz' needs to create an invoice is a customer since this is my first customer I'm going to click here and create a new one a vasa will save this customer for the next time and I can even add more details later in the context section ok now that I have a client I'll click here and create a basic invoice on the left you'll see the invoice number this is a unique identifier for each invoice I can put in any number in here and a vasa will take care of the rest by automatically selecting the next number in the sequence for my next invoice in this part here it's called a prefix you can change it in your invoice settings to say anything you would like I can then change the issue date select a due date and enter a Pio number I can also choose to address the invoice to a specific customer contact from here next I can choose an invoice template now the invoice template is just a set of instructions for what my invoice should look like to the client I can set up invoice templates in invoice settings to add my company's logo choose what pollens are shown and much more next I can choose if the unit prices I'm adding include or exclude tax taxes can also be managed in settings but for now I'll leave this as is the discount field can be used to apply a default discount percentage for new line items but for now I'll just leave it blank and enter an invoice subject this is how the subject looks like on the actual invoice my next step is to add a line item to the invoice see this field here it's used to enter the inventory item type this could be a product name code or a service name I can manage my inventory items in settings but for now I'll just go ahead and create a new one by clicking here you can put in as much detail about the inventory item as you would like but all of azar needs is a name ok now that I have an inventory item I can add a description and change the rate quantity and even add a discount for this item by the way you can use these buttons to pull unbuilt timesheets expenses and fixed amounts for this customer into the these can become individual line items or it can be grouped together we'll talk about that in a separate video but for now let's add a few more line items almost there this box down here is optional and can be used to put in payment instructions and notes I'll go ahead and put in my bank details and leave a thank-you note don't worry you don't have to type this out for every invoice just add it to the invoice template and a vazha will automatically fill this box every time you create an invoice alright this invoice looks good to go I'll go ahead and save it now before you send the invoice to the client you may want to attach some files to it in my case I will attach a copy of the visuals I created earlier you can even attach files from Google Drive or Dropbox next let's click the web View button to take a look at the invoice as it would be shown to the client notice the Pay Now button this is what the client feel used to pay the invoice online of oz' supports receiving payments from major credit card providers via stripe PayPal and Payoneer you can configure your online payment methods in the online payment section of the settings page and add one or more payment methods to the invoice template to activate the Pay Now button ok this invoice looks good but in case you need to make any changes you can click the edit button on the invoice page I'll click the send and moist button and keep myself as a sender you can change this if you would like to send the invoice as someone else in your account note that you can only select from users who have the invoice manager or administrator role next the recipient field is pre-populated with a customer contact I chosen the invoice you can add more recipients from the drop-down which shows a list of all contacts for this customer as well as all team members with the invoice manager or administrator role this field also allows you to enter a free-form email addresses to send the invoice to in the CC field I will select myself so I can receive a separate copy of this email I will also add Lisa who handles the accounts receivable for my company next I'll add a personal touch to the email by editing the subject and body by the way Abaza allows you to customize the template for this email so you don't have to make changes every time just head over to email templates and settings to customize this email template I'll click send and in a few moments my client will receive the invoice email which looks like this they can click here to view an online version of the invoice or download a PDF now here's a tip you can scroll down on the invoice page to see if and when the invoice email or vet view was opened by the client along with all the other history for the invoice I can also send a reminder for this invoice from the actions drop-down now as soon as the client pays for the invoice online I'll get an email and the invoice status will be changed to paid or partially paid based on the amount they entered or I can use this button to record payments manually the invoice overview page shows you all of your invoices grouped into two sections the first section shows outstanding invoices this includes draft invoices partially paid invoices in moisés a percent but are overdue invoices a percent but the due date has not yet passed and invoices that are in void status each of these statuses has a color code as well I can use the filter drop-down to look at invoices that have a specific status or use the search box to find invoices by client name invoice number and more the next section is for paid invoices the section also allows you to search invoices using the search box be sure to check out the finance reports section where you can find powerful reports such as invoice aging revenue by month profit and loss and much more that's it for today feel free to send us your feedback or questions to support Ted Abaza calm and please subscribe to our YouTube channel to get a notification whenever we release a new video