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Invoice format for freelancers for Technical Support

hello everyone I am Eugene Keller I'm a graphic designer and now I'm here very excited to announce my second app called Snap invoicer which is an app to create invoices in PDF with ease for uh your clients um this is an app for Freelancers and small companies uh I'm planning on upgrading few features and including new things very soon but so far it's it works very well so um this is the app this is the main screen of the app from snap invoicer you can see this is the dashboard and here you can have an idea of um your income um based on the days etc etc and how many of the uh invoices have been paid and the uh overall Grant total based on all the invoices but we're going to get back to this uh very soon let's start first with clients which is the first stab of the app here you're going to have a list of your clients you can create new clients manually with all their information or you could import clients using an Excel uh template that you can download and fill up using perhaps chat GPT and uploaded again I'm going to do that because I already did the exercise I have this data that I filled up with chat gbt it's but here you can see I have already 10 clients on my app you can update their information um and hit here on update and that's it you have your clients updated then we're going to go to projects and products tab what's the differ between products and projects well products as it says the name uh it's very simple you create products if you have products uh with a specific price uh let's say you have stickers or you have early rates uh for your services or perhaps we have graphic design um Services as well and you can include it here you can hit on new product let's call it um logo design three um variance um plus um branding guidelines you can hit you can include a description here that's internal just for you to keep track of what they product does and you can include a price let's say 799 and you can include it on a category if you don't have that category you can create a new one let's call it graphic design you can change the color for that category uh let's say dark green and let's save it let's close this tab and there you go you have a new product under the graphic design um category and you can edit that afterwards but you will have products that doesn't change and you can include it as many times fc1 on quotes or invoices that's where projects comes in because perhaps one of your clients need a very specific or tailored project that doesn't fit with your products and you don't want to include it on your product database that's where you create a specific project let's say a client ask requests you for six uh Christmas posters you can create a poster designed for client and include um post post Christmas Christmas poster design for client you don't have to put for client you can put a description here a price per unit let's say he requests six posters you just put the unit price here and you can update it and here's where the magic comes and then you go to link it to a quote first if that client requires a quote or directly to an invoice but let's say the client requires a quote to be approved first so you link to a quote uh you can select the amount of instances so if he requested for six of those um Christmas posters you can select six instances here and you can uh pick the quote already if if it's already created or create a new one you can link into into a new quote and there you go you have a new quote with that specific product included six times and you can preview that quote here's the quote but but let's first pick a client from the client's list uh let's say it's Global Rich coo um and you can pick a specific currency for a quote or invoice and they might vary you can't include any of the currencies because perhaps your client needs that quote or invoice in their own personal currency let's say your client is from United Kingdom and you needed to put the currency as pounds so you do that and if taxes apply you can hit this toggle button and you'll see that your preview will show um everything here um oh you have to hit update sorry you have to update the information in order to the information to appear here that's the client uh taxes Supply and this is the amount of taxes and you can see the quantity of the product the unit price and the total cost for that client here's the deal um your taxes might vary from my taxes my local taxes here in Spain perhaps is 24% but you need to pay 28% then you have to go to settings uh tax settings and here you can pick how much of taxes in person applies and that's said you update and if we get back to quotes you can see that the amount has changed on the quote then you can include notes on the quotes and then you have to go to settings to update those notes we have different notes for quotes and invoices for example for quote you need to pay this within 15 days yada y whatever information you want to include here up to four lines same for invoice perhaps you want to include your um Swift or iban number for them for them to pay you uh directly and this will appear on the uh invoices here you can see on this invoice we have the iban number included on the notes so yeah that's that's the thing you have quotes and let's say the client denies your quote you have to change the status to denied updated and a new uh number will appear on the ID number of that quote allowing you to change it now perhaps you have to get back to the product and change the price to something uh less expensive for the client to accept it and if we get back to the quote we can preview it and you will see that the price has changed the um the quote number has changed as well and now you can send this Revisited version to the client first you have to download it and then send it to the client eventually I'm going to include that feature to send it directly to their email but for now it hasn't been included we can just download that PDF of that quote and send it to the client um so let's say that client approves that quote you just have to hit the check mark here and update it and it will automatically convert this into an invoice this message appears just once it's a notification to let you know that um you have to get access to the calendar to create uh notifications on the calendar why because when you create a new invoice despite if it's through this button or uh approving a quote um it will uh create a new notification with the due date or within Des this date the due date of the invoice uh to remind you uh to mark it as paid if that's the case because with that information you will be able to keep track of how many of your invoices have been paid so that's it you can go to calendar you can see that um this new invoice has been created or perhaps it's this one no this one okay and it says today's a due date it will appear the the 7 of the of January 2025 and if you hit this link link it will take you to the app and show you the invoice and you can mark it as paid updated and now the dashboard shows that information as well so you can see that the dashboard is based on Heroes but we have invoices in different currencies pounds this one is in Euros uh this one is in American dollars or wherever um so yeah since I have have allowed the user to to pick a different currency for an invoice or quotes uh to allow their clients to have this PDF in their own personal currency I had to do something on the dashboard we have in settings under the TX settings uh specific currency that might work for you locally so you want to see all your uh income in a single uh currency uh because if not will be very difficult to read right so let's say that you work in UK and you need to see it in in pounds you update this and now your dashboard is in pounds based on pounds basically it connects to my website uh downloads a Json document with the exchange rates uh from Monday to Friday at 6:30 p.m. C time H that automatically downloads the data from the European Central Bank that they uh you know expose this information on a daily basis from Monday to Friday Friday and that's how we keep it kind of accurate it's not perfect but it's almost perfect but with this you have an overall view of how much money you have made within your invoices and you can change from the quarter View yearly view lifetime View and and have an idea of which months have been the best for you how many invoices have been paid etc etc and here on settings you can include your information your personal information um within invoice settings you can personalize your PDF uh so far we only have three templates I'm really sorry but it's it's not that easy to create them I will include new ones within the next month or so um but for now you have these three invoices you can change your brand color perhaps is green or you can introduce the hex color here and change it and then you can update it and also you can change the logo or the template let's say we keep this one and you can update the notes information for both quote and invoices and once you do that it will automatically automatically sorry um update the design on your PDF that you can download with all your clients information that's it that's the application you have the dashboard clients projects products um quotes and invoices so far that's what the app does to keep track of your invoices all the data is stored on your computer using core data core core data sorry U but at the same time is uploading all this data to your iCloud account you might ask why well because since I'm planning to expand this uh application to work also on iPad OS and iOS for you to switch between all the devices and keep all the information the same on the three devices um that's why I'm already connected the app using cloudkit to iCloud to your personal account this is non sharable information it's just for you and iPod is very well on you know um keeping that content very very tidy and just for you and none anyone can see this it's just for you it's private sorry that's what the word that I was trying to find um I'm not a n native speaker sorry about that and under settings you can again change your personal data that will be included within uh the invoice or quotes we have the invoice settings the TX settings with the dashboard uh currency of your preference and finally we have the app settings here to change the language perhap your Korean uh and you can see all the information in Korean or German as well or Russian or whatever and then you can generate backups okay with the latest information why I have included the backup if we have a very reliable uh Cloud kit connection well I don't know perhaps it could get damage and I really want to prevent people from um having problems so I decided to include this generate backup that the first time will ask you where to put these backups on your computer you select the folder and it will generate a backup folder with all the backups from that day well actually one per day um to keep it tidy and small um so it it will override a backup if you do it the same day but if it's a different date we'll generate another folder with the that date uh specifically and include that backup and you can just upload that backup again and mine is in snap invoer here backups all right I have all these backups and I can get get back to the 16th of December 24 but I'm going to keep the last one and that's it that's how you get back to the L the last version you want uh in case anything gets corrupted and that's it that's how you work with my app it's fairly simple I'm planning to add a lot of features a lot of them but it takes time the next one will be to create the iPad version for people to work with the iPad version as well you might want to work with both devices you don't have a MacBook with you all the time and so that's the main one I'm going to include and new um um layouts for the invoices to you know have more room to play with and perhaps adding also textures I'm not sure but that's the new thing I'm going to continue uh creating and that's it that's how the app works I really hope you liked it and I see you on the next video