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Invoice crowd for Planning

this is a full demo and review of invoice crowd it's an invoicing and accounting software that's built specifically for Freelancers Consultants agencies and small business owners you can use it to easily manage your invoices estimates and expenses but is it worth it let's find out okay so invoice crowd it simplifies your invoicing your expense tracking and your accounting to help you save time and money so you could use this to generate a professional invoice in a matter of seconds so their home page looks quite good but how does their back end look like so before we dive in I want to invite you to like this video and also subscribe to my channel why because I have tons of videos in the pipeline ready to get published and if you want to be the first to check out my future videos you definitely want to be subscribed so let's dive in so when you log in to invoice crowd you are greeted with this dashboard which shows you at a high level how your business is doing okay you could view your earnings here you can view high level statistics like how much money you've received what's outstanding and what's overdue the invoices that are overdue you also can view your revenue report okay so you can see with this line graph uh day to day how much income you've received and what's your expenses like on a day-to-day basis and on the right top right you can toggle to a dark mode or you can toggle back to the light mode you can view your notifications and then you can also um View and edit your profile and notification settings and billing right here and on this drop down you can add a new brand or company to your account and you can also toggle between different brands right over here okay so next up is estimates so when you are uh speaking with a potential customer you can create an estimate for them so they can review it check out uh what's what you are offering the pricing before they decide to work with you okay so you can view all the estimates that you've created right here okay you can search for a specific one you can create a new estimate and I'll show you how to create a new estimate in a moment it's basically like creating an invoice um you can even select different estimates you can delete them you can deselect estimates and then you can also filter by specific customers different businesses that you have in your account and also by date all right and next up is invoices which is the meat of this software and you have four different invoicing options okay so you can send off one-off invoices okay so you can view all the invoices that you have here invoice number what the status is like the customer how much it's each invoice was invoice State when it was last sent another additional actions like editing them I'm sending them previewing them so on and so forth okay so yeah these one-off invoices and to create an invoice you click on this plus button and you basically fill out this form this invoice form very very simple very very easy okay so you can select your customer right over here you can select your currency you can add your logo add all the information that you need to set up your invoice all right you can add the item like a product or a service that you are billing for you can set up the quantity how much that product or service costs okay you can even add a product description you can even add discounts taxes if you want to add taxes there and then you can add multiple items to this invoice okay and you can also add ship to information terms and conditions you can check out the subtotal here um amount due so on and so forth okay so basically everything you need to create a professional invoice in a matter of seconds now you have other actions as well so if you open this actions panel you can save it you can preview it copy this link and share it you can mark it as paid you can send this to your customers you can download Mark AdSense or just delete it right and you have multiple templates that you can um choose okay you so you have a total of six but you can also select um design them however you want to by changing the color and things like that and I'll show you the templates um in a moment you also have other options as well like GST right here units um reminder options okay so you can set up different reminders like on due dates before one day before uh seven days so on and so forth you can even charge uh late fees payment stubs as well you can set those up payment methods okay and I'll show you the payment methods um in a moment but you can toggle different payment methods that you can give to your customers to pay and also accounting okay so you can set up um different accounting settings like what income category this invoice should be under okay and then manage your payments like even set up partial payments okay so if you want them to pay partial at first you can set that up right over here so a lot of settings to really make your invoices not only look professional but also give your customers the options they're looking for to pay you in the way that you've agreed upon right you also have subscriptions right here so if you want to send out subscription invoices you have the option to do that we have reoccurring invoices so maybe if you are working with a customer where it's a monthly engagement you can set up reoccurring invoices where you send them an invoice on the first of every month so that way you don't necessarily need to take the time to create the invoices manually it'll automatically um invoice them monthly and then you also have payment links as well okay so you can actually send links um to your customers to pay okay next up are the items so items are basically the soft the um the services or the products that you will add to your invoices to charge for okay so these are the items that you have here you can create a new item and then name the item however you want to a description you can select the category the quantity price okay you can even add selected like units like if it's a specific item that's certain ounces inches so on and so forth uh your GST information right there if you want to add a specific discount you can do that and also add taxes as well all right and then next up are the customers so these are all the uh customers that you have okay so you can add your customer here so what I like to do is add the customers add the items and then when I'm creating the invoice I'll be able to select the customer that I've created and the items that I've created as well right over here so you can select the items right here in the drop down and then also in the customers you can select the customers that you've added in the customers and items sections okay so very very easy very very straightforward and then next up are the business profiles so this is where if you have multiple businesses or Brands you can add them right here okay now to create a business profile just click on this button right here you can add your business logo the name address additional information currency payment options okay so you can toggle different payment options for this specific business profile so you don't necessarily need to toggle everything on or off or set up everything again you just set it up one time toggle it and you are done SMTP and you can also set up specific uh template colors for this specific business profile okay so if you have a specific color that fits your brand you can select that right here and also all this uh these color options will be displayed in your invoices all right and you can also set this as a default select a default template for this business profile okay so really really cool you also have branding options and also settings as well and the next one are the templates okay so you've seen these just a moment ago but you get started with six templates and you can edit them however you want to okay so you can preview them or edit them let me click on preview so you can preview the template decide whether or not you want to use that to send out your estimates or invoices right so you can click on them edit then let's just say we want to edit uh this one right here just click on this pencil icon and you can basically edit the invoice however you want to okay so you can click on this gear icon and change um the different colors padding margins label typography content typography so if your brand uses a specific set of colors or fonts you can set that up right here to make sure that it matches your brand okay and then you can again same deal toggle click on the gear icon to basically change anything you wish okay so really really easy really really simple and then you can also change the global Styles as well okay so for example if you are working with this template click on Styles and then you can change it right so maybe you want this gray to turn I don't know purple or black however you wish and I think this gray color looks fine all right and then you can also change the background color heading color right so red or whatever change it like that so really easy to change and make your invoices look uh the way you want them to really professional these don't look you know poor at all these are high quality templates and then you can choose you know whichever template you want to and then edit them right over here okay so really nice looking professionally designed invoice templates okay and if you've you know made changes to a template you can preview it and also you can save it as okay so maybe this one you can say you know template for customer uh one right and you can have different designed templates for specific customers different different brands different products okay and then the next up are the payment methods okay so uh invoice crowd has a handful of payment methods you can choose from uh you have PayPal which I've set up okay you have stripe uh Razer pay authorize.net Raintree and also payoneer okay so invoice crowd actually partnered with payoneer which allows you to um it supports cross-border transactions okay so depending on wherever you are operating around the world you can invoice any customer across the world um have them pay you receive money into your account okay so really great you can bill your Global clients and get paid directly to your payoneer account okay so if PayPal or stripe does not work for you your business or wherever you operate you can use paneer as an alternative okay you also have payment notes right here that you can set up and then next up are the teams so you can invite team members into your account so they can manage it send out invoices take a look at all of your data okay and then next up is the accounting portion of this tool so this is another huge uh part of the tool that allows you to set up and manage your expenses your incomes and really get a grasp of your bookkeeping and making sure your business is operating properly okay so under accounting you have expenses so this is where you can manage all of your expenses okay so you can view your expenses right here you can view reoccurring expenses like if you have different software uh different um bills that you have that you get charged every single month for you have them right here specific one-off bills vendors okay are right here so you can add vendors by clicking on this button right here okay and then add the name email mobile and then your bills here reoccurring expenses expenses so if you say for example purchase something right all you do to track that as an expense is click on this button and you can choose expense category so your business profile your category so you know maybe you paid for gas you can select gas expense details you can select the vendor okay which I've showed you just a second ago and title source description amount all right your currency expense date you can even also upload your receipt currency conversion reoccurring if it's reoccurring can set that up right over here okay so very very easy to upload and track your expenses okay and then you can also track your income okay so when you send out invoices via invoice crowd it'll show up in your income report okay so very very easy way to track all of your um invoices um and see what your income is like okay you can even see your one-off incomes recurring incomes right here and then you can also add income If You Wish by clicking on the plus button and then adding all of your details right over here okay and then your chart of accounts okay so you can um see all your list of chart of accounts so you can categorize your expenses and incomes properly all right so if you are doing taxes um this is really important so you can track everything um set all of your expenses and incomes ing to your chart of accounts okay so you can see all of your assets here your liabilities Equity income and expenses all right and your profit and loss statement so you can see month to month what your profit and loss is right you could see your gross uh profit gross margin expenses right how much revenue you've received month to month how much you're spending so on and so forth so easy way to make sure um you are tracking your P L's properly and also trial balance right here balance sheet so in detail what's going on in terms of how much cash assets things like that additional records right here general ledger okay so really important information you need to take a look at to monitor to make sure your business is healthy right so you can take a look at your general ledger right here and also reports so excellent uh reports could view your invoice details so this shows you at a glance what your invoice details are like right so how much total invoiced amount paid amount due okay you could do your different uh customers here you can filter by different business profiles so on and so forth reports okay select report type expense reports right here you could select it right here too you could view your expense reports your income reports so during tax season you could basically pull up these reports you can print them out or you could send these reports to your accounting person or your tax accountant right so you can click on send and you can add your tax accountants email here and then send the report to them so they can use it to work on your taxes okay so if you are someone looking to get your expenses together get your business in line right if you are a freelancer or a small business owner I know how hard it is to keep track of what's going on in your business what's coming in what's going out so invoice crowd will able to help you keep track of everything and it puts it into these very nice reports so you can view it at a glance and send it uh to your tax accountant during tax season so they can do your taxes accurately so you are not in the hook um with the government okay so if invoice crowd is something uh you are interested in they have a lifetime deal on appsumo okay so you can actually purchase invoice crowd for only 89 bucks okay so pretty affordable now with the deal terms uh you can buy one code okay uh with one code you have access to 500 customer profiles see because that's quite a bit right so that's basically 500 customers uh five business profiles you get unlimited reoccurring payments it's GST compliant you can access you have access to all invoice templates and again you can edit those templates however you want to you also have access to allow customers to make partial payments as well to really tailor your services to whatever your customers are looking for you have access to custom SMTP you have all the accounting features you also have estimates with basic proposal system okay and then again also supports quite a bit of payment methods as well which I have gone over with you so um with that said um hopefully you enjoyed this uh demo and review of in invoice crowd um feel free to click any of the videos on the screen to check out my other software reviews and don't forget to like this video and also subscribe to this channel thank you and we will see you in the next one