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Invoice crowd for Finance

hey what's up everyone my name is george and today we're going to check out invoice crowd which is a cool tool that lets you create invoices on the internet so that means no wordpress no excel or other installed applications that you might need this is all web-based so you can create invoices from anywhere in the world and keep track of them now lets you create payment gateways keep recurring payments and a whole lot more so we're going to check all that in my desktop right now invoice crowd is actually pretty easy to use i'm going to show you right here on my desktop and this is a dashboard right now of invoice crowd and i have some demos set up to show you how it actually works so this is the main dashboard how you're going to be greeted and you got a total outstanding overview and received and graphic invoice graph so you can see right here what's been going on now here on the top you're going to be able to select what company this is based on so i'm going to select a different company and you're going to see the data is going to change so in this company we got zero information because there's nothing going on so let's go back to wilson designs and you can see you could add different companies right here and see what's been going on with their overview now what i recommend to get started with invoice crowd is first off jump into add your items right here so this is going to be the services that you're going to be offering that could be physical products or services and add them right here by clicking on this little plus button so right here we're going to be able to set the name the description the category so our obviously add categories right here the quantity price is it going to be a unit so for example is this going to be for example a measurement by foot by inch by ounce by pound or those kind of units gst gives you that option also hsn and sac you can add a discount for this product you can modify this later for example if you're going to be doing a discount for the month then you would add the discount right here so you can add it by adding a brand new one and this could be the discount name the discount rate it could be flat or it could be a percentage or a discount number so it could be a flapper flat rate of you know what five dollars or a percentage and if you need to add a specific tax to this you can also do that by adding it right here so depending on your country or where you're gonna sell this you can add the taxes there so it's super easy to do i recommend you do that first next jump into customers add your customers right here so you have these available when you are creating invoices also i recommend you check out payment methods so if you're going to be taking payments on right here the online you could have paypal stripe racer pay card connect or payment note so you could add all these right here by clicking add just checking each one of these so you can have these available when you send out the invoice and they can pay you through there so that makes it really easy for example i have to sell some products that are digital products and creating invoices kind of a hassle going logging into paypal and doing all this manually and using their invoice i rather have my own system like i would do right here all right so now the fun part so let's go into invoicing right here and we're going to click on invoices so here in invoices you're going to be able to see all the invoices that you've created and there are paid already sent or on draft so for example if we want to create a brand new invoice we're going to click on this little plus button and first off we're going to be greeted with all these templates so you can check out which one you need or fits more to your branding so i would say red no actually green would be more of my branding so i select the green one i will click this little green button check mark and here we go this is where we start selecting for example our customers in this case i'm going to select samuel pat and the company that i'm going to be working with i could select wilson design or other companies that i have added right here so let's just say i'm going to select another company that i need to make an invoice you can select it by doing it right here um the currency select the currency that you're going to use in this case we're going to leave it usd which is dollars and here is a logo for the invoice we can also change this logo by clicking the x and add a brand new logo in this case we're gonna keep this one right here oh let's click x the wilson design one okay so this one let's add it or if you want to use just text you can click on this little text button right here so by default it's going to select the company name but you could just edit this to say you know what i'm going to select another company just say company right that's going to be the company but let's go back to logo next thing invoice will be auto updated so for example if the last invoice was 9 this one is going to be 10 by auto default but if you need to change it that is possible right here also the date can be changed due date can also be changed you can change the bill to so we already filled out the information for the customer so it already will add it here and this is our information from the company so wheels and designs the one i've selected right here and for now the the invoice total is zero because we haven't added any products so now let's add a product so let's click on this little arrow right here and all the products that you've added before you can select them right here so we're gonna do a template design right so how much is that quantity is gonna be let's just say three of these and the amount is two thousand four hundred bucks because each one costs eight hundred dollars so so it automatically does a conversion for you and it gives you the subtotal a total and amount due now let's just say i want to add a discount right here if i didn't add before so let's create a discount and let's just say we're going to say this is going to be number i'll just name it 10. and discount rate is going to be 10 and this is going to be a percentage rate and optional field we keep that saved so now let's select that one and as you can see we got 10 added right here i should add a 10 and i should have the percentage there right there so it looks better so 240 bucks is less than what the amount is and i can also add tax right there and if i wanted to add another item i can add it right here and see how it added another field so i could select another item invoice assign that's one and we can add a description right there if we want we can keep it by saving it or we can remove it by just doing that and it's as easy as that we can also add a custom section right here so let's just say you needed to add something right here it gives you the option for adding a heading and the content super easy and super fast next options we have are the bottom which is ship two if we need this if it's going to be a digital product you can just remove that you could just put like digital and notes would be anything that you want to add for example on the footer let's just say i want to say you know what no refunds or we could say you want a 30-day refund period you know just whatever you want to add there just anything right there authorized signature so you can add a signature right there and if you like what you've done you can save it but we have more options on the right which are settings so you can change the template right here we can see more options so we can enable gst the unit remember unit for example if this product were a unit let me remove that see how this is going to update the quantity i'm going to click unit again and now we have the units again so these were selling feet right this was 3 feet or three meters that would be it but since it's not units we're going to remove that you could set a reminder option to remind the the person with the email on due date before one day so one day after it's due it's like hey you know what your invoice is almost due before seven days or before 15 or if you want to add some late fees for example if they don't pay by the date that you set and an auto fee will be added could be based on flat fee or a percentage also we got make recurring so in this case if this invoice is going to be a monthly service so let's just say you're offering marketing service and you're going to be doing it month to month and it's going to be the same amount you can make this a recurring payment and the payment options once you have added these on the payment options over there like i showed you before you can well we don't want to market this paid you're going to click here to add configure payment methods since we haven't configured anything it says configure here and last is accounting right here so you can select the income category where does this fall in what category does this fall into so it could be online sales um account category and just select all these that you need for the accounting so all that and you can create a preview a send download copy invoice link if you want to send to a link you know what you're speaking to him on facebook messenger and just want to send the link or if you want to set a partial amount right there all that super easy we're just going to leave this as a draft because we're not actually going to send this out and you can see your invoices right here the overview of the invoices the overview of recurring invoices which we haven't created any and that's how easy it is but let's just say you want to add a brand new profile for a business depending on the plan that you're on it's going to depend the amount of profiles that it lets you add so in this plan it lets you add up to 10 profiles so that could be 10 businesses we just add them right here and you add the information and also what's pretty cool are teams so right here in teams you can add team members that work with you or virtual assistants or just anyone that you need them to access this information like accountants so i'm gonna give you a little quick heads up of what you can do right here so let's just say i would add my i would add me and i would just add this email and i can select the role that this person is gonna have so i'm gonna be a contractor a manager accountant or an actual admin of the whole dashboard so let's just say you have a ceo or someone that's like your partner then you would add them as an admin but let's just say it's an accountant right so you select accountant and now you can set what you want to give them access to so can you have permissions to estimates invoices customers business profiles and so on and so forth it gives them all those options to select what you want to add for the team members so once you add someone it's going to send them out an email so they create the account and then they have to accept that you've sent them an invite so now they have access to that information and the most boring part of all of the invoice crowd well boring for me but it could be really useful for you i mean i hate numbers but you might like them so it's the accounting part so you have for accounting you got expenses right here if you want to add expenses you got your income information so these are the incomes you have the accounts it gives you an overview of the accounts right here you can delete things that you need or not pnl statements right here trial balance you can see the information right there and the balance sheet so all that would be good for the accountant information that they might need um obviously accountants might understand that a little bit more but there you go an overall platform to create invoices in one single place where you can actually use it super fast and super easy and from any part of the world since it's sas based there you go guys that is zimboy's crowd and if you guys want to check out the deal that's going on right now the link will be in the description thank you for watching my name is george