Maximize Efficiency with Invoice Crowd for Banking

Invoice crowd for Banking

in this invoice crowd review I'm going to show you everything you need to know about the software invoice crowd if you have any questions please comment them down below and I'll also be sure to leave a discounted link down there so you can always get your money's worth for invoice crowd invoice crowd is a cloud-based invoicing estimation and accounting software this is what you should see once you've actually created your account and logged in you should be greeted with this page where you can actually list your business details you can list your name your email your country your billing currency accounting currency and your financial year once you have gone ahead and put in all that information for your business details you should end up on the dashboard I'm going to go ahead and input this so we can go ahead onto the review and there we go once you have gone ahead and imported all of your information this is your dashboard page so on here there's a lot going on overall but we're going to go ahead and review each feature right up here in the top left hand corner you have the invoice crowd logo you know actually click on that and it should take you to the main page this left hand side actually has all of your areas you have a dashboard area an estimates area invoices items customers business profiles templates payment methods team accounting and your reports this main area is the area for each of those pages up here in the top right you have your account where you can actually click on it and you can change your profile settings notification settings billing or you can even log out you can switch the software from dark mode to light mode personally I like that mode so we're going to go ahead and go with that and to the right of that you can actually turn on notifications so to go ahead I'm going to go through this main dashboard page and what tells you what so this is the main dashboard page as you can see here this is the dashboard section right below that you have your earnings and what date you are on you can see your income here your income percentage to the right of that you can actually see your statistics you can see the money in total to the right of that you can see what you've actually received and then to the right of that you've got your outstanding and what is overdue below that you actually have your revenue report to see what incomes and expenses are going in and out of your Revenue although at the bottom you have your customer and your payment date and how much you've been paid and their payment method so overall it's a pretty simplistic layout there's not too much going on once you understand it as a beginner we're going to go ahead and go through each left hand side section so I can go through every part of the features in this software so all the way to the left you actually have an estimate section once you go ahead and click on that section there it should take you to this page on this page you can go all the way to the right and actually search for your estimates to the writer that you can create one to the writer that you can actually delete any that you've created or you can deselect all or filter out anything we're going to go ahead and actually create one so we can go ahead and see what features that uses once you want to create one you can go ahead and click this button right here once you've clicked it it should open up this page where you can actually choose your invoice template you can actually review these and go ahead and just see which one you like the best there's not too many options but there is a good amount of choices we're going to go ahead and just go with the first one for now once you've gone ahead and clicked on it you should see that there is a lot going on here but not to worry we're going to review each feature up here you can actually go ahead and select any customers we don't have any customers so we're going to go ahead and add one right here once you've selected that it should bring up this page where you can actually add any basic information additional information and shipping information we're going to go ahead and just fill these in on this page you can add a customer name a contact person email vat and their address I'm going to go ahead and just quickly fill in this information so we can actually carry on with the review so there you go I went ahead and wrote in all that information for some random imaginary person made up of the top of my head and once you go ahead and click select customer and select Martin Johnson that's the person I made up it should actually automatically fill in who you are billing to all of this is pretty much it doesn't actually exist and then you can go ahead and also fill in your own bill form to the right of that you can actually select the date by clicking that and it brings up this little section here and the date today is the 25th and then the due date we're going to go ahead and just say that it is the 5th of November that they need to pay right below that you can go ahead and type in any payment terms that you want to address when I'm going to do that for now though and then right here at the bottom it should say your estimate total right below that you can actually add any sections like the product name if you are selling an item and then below that you can actually choose where to ship to and fill in all of that all the way at the bottom you can add a note and that's pretty much overall what it is for the estimate section all the way to the right you can choose whoever save this send it preview it download it copy the link or even delete it if you wanted to although way back to the left hand side on the invoices section we're going to go ahead and go on to that part now once you are on this section this is pretty much the same as the estimates you can go ahead and create an invoice it should bring up the same templates and once you click one of these templates it is pretty much the exact same as the estimates you can go ahead and select your customer it should automatically fill in the information and then you go ahead and fill out this information all the same again on the right hand side you can choose to save send preview download copy or even Mark is sent and you can actually choose to mark it as paid if it has been paid by who you send it to all the way down here to the right hand side you can actually choose to change any payment methods or you can actually change any of these options you can choose an accounting section and you can also manage the payment right here if you want it to be a partial payment back to the left hand side you can choose actually if you want this as a subscription as well if you want it to be recurring if you're actually owning a business that needs a subscription plan and right below there you can also have solely recurring invites finally below that there is a payment link section and all this is pretty much the same as what we went through in the estimate so you can go ahead and click add and you can create for whatever section you are on next moving on to the items section you can go ahead and click that and this is where you can add any items you can go ahead and click the plus sign where it always is in the other sections however this time it should bring up this page on the right hand side where you can go ahead and add any names descriptions categories quantities price or any units phone item that you are selling I'm going to go ahead and fill in this information randomly let's go ahead and write a random name and description so there you go I went ahead and wrote in a random name I made up name off the top of my head and then in the description I put phone case this is the item that we're going to use right here you can actually select the category and click add a new category and it should open up this section right here where you can go ahead and search for your category if you want to add a new category you can click this button right here plus new and once you click that you can actually add your category name right here we're going to go ahead and click save to save that and it should there you go it should add our category case right on the right hand side you can add the quantity of how many of these you actually have we're going to go ahead and just put 10 000 and then you can go ahead and actually add the price so we're going to go ahead and add a price for each one let's just say five pound for each phone case right below that you can actually add a discount or any text but we're not going to go ahead and do that we're just going to go up to the top right hand here and you can choose to add this once you've created your item it should say that and then right here you can see that we have our item it should say the name the description the category the price the quantity and the actions you can go ahead and delete this if you wanted to by just clicking that but we're not going to go ahead and do that all the way back to the left hand side you have the customers section you can go ahead and actually go on this and it should open up this page where you have any customers we already went ahead and created a customer like before so we should already be here any customers you make in the future should ultimately be here as well you can go ahead and create or delete any customers if you needed to and then for the rest of these sections it's just pretty much self-explanatory stuff that we don't really need to go through we've already pretty much been through it these are just designated areas for that you have your business profiles which is pretty much your own profile you have the templates that we've already been through and then you have payment methods and your team if you wanted to add anyone and there you go that is pretty much it for invoice crowd review overall I think it's a great software for making invoices and actually running any businesses that you would need a few features highlights personally is how you can actually easily add customers and also easily add items I also liked how you can link up any payments or any invoices that you want on command overall there is a lot going on and as a beginner it might be quite hard to understand would I recommend this to anyone yes I would if they're looking at starting a business or even selling some stuff off or making invoices normally that's it from me I'll see you next time