Transform Your Invoice Crowd for Operations with airSlate SignNow

Invoice crowd for Operations

in this video we'll explore how to set up and configure your business profile including customizing invoice settings establishing a default payment method for all invoices changing the default date format and [Music] more in the basic tab you can enter all your business information including the business name contact person and business address and set up your bill to and Bill from format in the short code section you will find a list of all the variables that can be added to bill from section you can add remove and adjust a placement of these variables and they will be reflected on all your [Music] invoices similarly update the buil a section to change the format on the invoice [Music] click on the additional tab to add additional contact details if you want to set a default note or terms and conditions for all your invoices you can do so in the additional tab as [Music] well under the currency section you will find two options billing currency and accounting currency if you work with International clients your billing currency may vary to set a default Bill and currency you can adjust it under Bill and currency the accounting currency is the currency used for tax filing ensuring that all transactions are recorded in this currency which facilitates the quick generation of reports go to the payment methods tab to set up and configure your default payment Gateway for all invoices if you utilize multiple payment gateways you can set your most commonly used ones as default you can choose more than one Gateway as default and all selected gateways will be displayed to your customers [Music] in this scenario we are choosing Razer pay as our default payment Gateway and linking it to the associated account to receive our payments if you want to include a Gateway fee activate the Gateway fees toggle and specify the fee [Music] amount you can either create a new Gateway fee from the taxes popup or choose an existing one [Music] next we have invoice settings which lets you personalize the background of the payment page and also set a default invoice template [Music] go to settings to adjust various options such as setting your financial year changing the default date format establishing the proposal xpre interval configuring The Proposal reminder interval selecting the currency format defining pain pay terms and setting up taxes [Music] if you wish to set your own payment terms you can do so from this [Music] section the tax section allows you to create new tax entries and configure your default settings for all [Music] invoices the email template section enables you to personalize the standard email [Music] messages by using the drop- down menu you can select a different language and personalize the message for each [Music] one the languages tab lets you change and set a default language other than English [Music] if you wish to assign different languages to various panels you can enable the custom language settings to [Music] configure if you want to include extra details on your invoice beyond the standard options you can do so by creating custom Fe [Music] Fields as you create a custom field you will be given the option to select its position on your invoice the field will then appear in the chosen location by [Music] default click on the type drop- down menu to select a type for the custom field [Music] this brings us to the end of our tour of the business profile and its different settings