Collaborate on Invoice Notes and Terms Example for Organizations with Ease Using airSlate SignNow

Invoice notes and terms example for organizations

foreign [Applause] in our webinar design your invoice by using the new designer in this webinar we will explain how to design your invoice or copy your invoice design from word or Excel or PDF to a code first we will go to setting and then general setting I will go to invoice setting to design my invoice as we see we will write the notes and terms and conditions here we using the old designer we want to use the new design so we will go to the end of the page I can download sample of the old design or a try text and voice designer or try simplify text voice designer the difference between between them that the tax and voice is B2B invoices if it's between two business business here a b2c invoices business to customer uh that will be simplified tax invoice so we will try tax and voice designer to make a new design as we see there is the page A4 we can we can design any design we would like to design it we can choose the language Arabic or English and then maybe we can use any template there and re-change anything from here so I can add a code or I can delete code or I can change the color or the template or anything I want to add or remove from the template I can adapt so there is five tablet or five design we can choose any of them or make our special design then we will choose the page size A4 or A5 or 80 millimeter and we will choose the orientation if it uh portray or land Escape as we see there is a two complete attacks invoice you have to add the below required files so I will see here for the document details there's a voice type type issue date special transaction Supply date reference path value QR SVG total for the organization we must add organization name tax number address and Tax Group number for the contact we should add the name billing address tax number and Tax Group number for the product details we should add the project Arabic name for the line item we should add unit price quantity discount with fat and fat value uh so we can start our design but before I have the other design and PDF I want to copy it to uh like this design I want to add or copy this invoice Tokyo so I will copy it uh step by step with you before I copy this invoice I will back here to occlude as we see here the file we can add a new document or preview the invoice or our design invoice are a brand and edit we can cut copy paste paste as a text select all and find and replace and the view we have uh know about soccer code visual aids and a preview or full screen we can insert link or a horizontal line or page break for the format we can make it bold italic underline or subscribed or code or format the uh uh our text here tools we will see the circle code or word account for the table we can add table we will see the cell row and column and sort uh this is about our uh Cloud page what we can add it there about the code for uh the contact or for uh document details or for organization we can add it for these three points that's mean more when I press there I can add organization information from here we can add an organization name Logo address group fat number additional IDs tax number organization email and phone from contacts I can add a contact information like the name primary fonts you can refund a primary email and secondary email the tax number billing address shipping address additional customer IDs and organization name for from the document details we can add document type reference student issue date due date Supply date location description do amount total before that that value payment method payment amount total terms and condition notes a QR SVG invoice type and a special transaction from the line item we can hide the line you need to price quantity unit type that what value discount and total before that and total from the project details we can add Project image product English name or an Arabic name description El barcode and category name from here we can add the day or the time and from the custom files what I added and the custom files I will found there so now I want to start our design first I will choose here the language in English and then I will start I will enter to make free to translate from line to the other I will go back again from the uh first line then I come here copy this design we will make a web capture and then we will cut this area or copy this area and go back to our code we come here then we will make Ctrl V as we like I as you we see there is the design we will select there go to edit image to make it smaller than others when we come here this for crop if I would like to crop it from here and here uh I will crop I will select and then crop this image to make it smaller this the first I will apply and now I want to resize it I will go to a resize if this clock uh is closed uh any number I would uh I bought it and the weight it will change automatically for the high we will see here I will put 250 we see the high it will be 195 automatically if I open this clock and uh go to 230 as we like uh or as we see there is no uh different for automatically for the high so again I will uh put it to 250 then I close here uh I will bought 20 or 230 then the high automatically uh different I will apply then save as we see it's be a small at the corner I can go down uh or I can add a picture foreign then I will go to picture and choose our logo there is create webinar this is our logo we can control X and then Ctrl D there after I Ctrl X the vector I will make Ctrl V okay I will make it uh small for sure I will resize it to a 200 I want to see the okay save and then I want to make it at the right like this maybe I will make it uh big little bit 250 I will put 250 and then apply save and now this will be our uh logo there okay now uh I will go to the second step or a little I will cut it from the beginning because there's more space so I will go to edit image then we will crop then I will apply save and it will be like that okay we will go to the Second Step there is a invoice here so I will go back again and add a table we will add table it will be two columns and one row as we see we will uh make it big and then I want to resize it because I want to be in the middle I will go to a table probate we come here and make it the perfect size it's 96 but I wanted uh to be a small smaller I will uh put it uh 85 or 80. but now uh as we see there it's baked so I will keep it at 100 just I will change the color we will see the background color we come here and choose any of colors uh we want to make the same color we see it there so I want to copy this one and go to any Photoshop program to select the color I will go back again here and make a web capture copy and paste here okay now we can choose the color this color by uh come here and choose this color then I select here the color the hex or the hex color then I will make okay I go back again to my design uh it was here so I want to make this cell uh sell a break and then Advance then the background color then I come here and Ctrl V the color to make it like this okay now he will write invoice like uh what it's written there in voice then I will make it back 36 and the middle and we want to make it work okay like this it's invoice but uh I want to choose or I want to select the code or add the code so I I will delete this and add the code how I will add the code as we see or as we saw uh from the document details we will go to the voice type here it will be the invoice type as the first thing it's uh uh must added for the tax invoice so we will make it big again and I want to choose this color to be like this color so I will go back again here and make it big to choose this color and then I will copy this color go back again here I want to change the color so I will go here and said as we see there is a color okay now I want to remove all of uh this I will go to a table board braid and the Border width I will write 0 then I make save and it will go I will go down to uh the other thing we will see here the voice two so here I will book the customer information and here for the invoice number and the uh date so uh I will go back to our code invoice and make the design I will make space between them and then add a table I want it to be um six row and two uh column then I will make it small so I will click right table right then here we can make it 85 then Hina uh here alignment it will be at the center save it will be like that so here I will write a invoice to if I like to uh copy the same uh the same text is here the same kind of the text and the same color we can copy and paste but I don't like to copy the same text so I will write it invoice 2. foreign to be bold I'll make it a little big and then I will add the code I can write the uh before I add the code I write the information but I want just to add a code so uh for uh the contact we will add the name and we will add the fun primary number we will add also the tax number and the address number or the billing address we can come here and see what we uh must add it from the contacts uh also the last thing we will must add Tax Group number so I come here to the contact there is a additional customer IDs and when we add the contact all we added uh okay we will go to the other side there is on Voice number and the uh date so I can add it also of seeds from here we can add it from the addiction on details the first we will add the reference as we see the difference is okay then I will add the issue date and Supply date also I will add the due date I will add a special transaction and uh that's it what I want to add it now uh I want to change the color uh here I will choose the blue color and about this I will select all then I will choose this uh dark gray or this one uh navy blue then I will also change this color to navy blue I will remove the border so I will come here and a table vertebrae then here I will make zero then I will make okay that will be like this if I like this one to be uh here at the right I will make it like this this at the left and this on the right okay uh this about uh contact and uh um voice information we will go down a little to add the product table so I will make a space then I will add we can add one table but before uh because here uh without uh any bird and there is some bird I can add two tables the first without a bird and uh the information it will be by the bot or I can add just one but I can't add like this I will add at the end just align at that okay so I will add a table again it will be eight column and two row I will make it small to be at the middle 85 or keep it 90. add the middle or the center and it will be like that I want to add background from here cell silver rate and then Advanced border color now at the background color and then I will choose this 7996 to be the same now uh there is a color we will add the information type so at the first I will add the item and then I will add the quantity we'll see here the item then the quantity I want the item before the quantity and then the price so uh quantity and I will write just q t y and then the price for the unit and then discount the is then uh total before but and that uh in the bad value and total I can't write total after that or just total okay I want it to be at the middle so I will select all and go here and make it unlimited okay now I will add the codes for uh this information for item I will go to Project details then I will add it uh by Arabic Arabic because the tax invoice requires to be at Arabic then I will uh click shift and enter to be a small space between them I will add the English project name here for the quantity we will add it from the line item a quantity also the price Unity price discount always we will add it from the line item there's discount total before but total before but then the butt value then the vat uh sorry from the line item that percentage and the total after that so uh as we see there for the project details we add everything for the line item we add everything for the contact we add everything there is some uh thing we will we didn't add it from the document details and the organization details so I will make this also at the middle uh we will go uh to add it at the middle we will remove the Border come to butter with then we will put zero then set it will be like this here I will add a line we can cut a line from here with capture like this foreign and go back here or we can add it from uh here insert other line as you see there is a line there but I don't want uh to add it like this I come here then I Ctrl D it will be there is a big image I will make it a smaller resize it to 780 apply then I'll make save it's still big I will make it smaller maybe a 720 let me make it at the middle and now it will be uh under the uh this table okay now we will finish from the uh overhead the design we finish from The Voice to contact uh the contact uh information we finished from that project table now we complete uh down the vertic table about the subtotal shipping or total we didn't need to add the shipping so I will add a total before that and the fat and total because here it will be for the whole uh items but here it will be for the uh just one unit for the one row so I will come here and add a table it will be two uh columns and four row so I will make it small wait I will delete this because I want it to be under this line go back again to the table and add it again we will make it smaller 90 the same of the project item and then here I will choose Center and save it we will come here at total before but and but and the total total amount of total after bad but the last I will add the do amount okay now I will add the code from uh document details uh the total before but and then but value then total after that total at the end I will add the do amount uh okay um I can keep this at the right to be a near of this here I will make silver manager cell and I will add the QR code so I will go to document details uh qrsvg I want it in the middle uh also maybe I want to make it smaller I come here and choose four bit to be very small and now I will remove the table border like this and then I will go down for space go back there here please make payment 2 account name and account number I want to add our terms and conditions so here I will write the teams and condition um I if I want to change this color to a gray I will select about this Forest I'll make it bold also I will make it a blue and for this I want it to be Gray or navy blue here also I want to be bald I want it to be a Navy the blue now I will add the teams and condition enter I will add it from a document details that will be their teams and condition I can add also uh the um note so also here I want it to be bold I want it to be blue and about this it will be a navy blue okay also here I can add another thing um if I like okay um there is uh for the iPad I can come to the other invoice I have this also invoice I make it a design I want to take it from here I I can copy this uh iPad and make it there but uh because it's in Arabic I don't want to add everything just I will add this or I can to add it manually or we uh just uh enough to add the terms and condition without add the uh bank account we will complete as we see everything we added just the organization we will go to our design and we see at the end there is a a blue line so I will capture it make it cubby and go to our design and make V A Ctrl V it's big I want to make it small resize it to 900 maybe I will apply it save still pick 700 save uh maybe 800 okay 800 it's the perfect uh size so uh now I will add the organization information I will add table just one row that is five uh or uh five columns I will make it smaller 96 and I keep it at the middle Center save okay I will add the code for organization we will go to organization we will add organization name and then I will add the uh uh tax number or first I will add the font I will add the tax number and the address and the tax group number group that number so uh like this we added all I want to make it sure it's small maybe I make it smaller than this I would make it a 90. and remove the Border then save I want to change the color for all so I select all then I will make it old name or navy blue and we see here uh to complete the text number you have to add a below required files as we see we add every thing at here so our invoice it's uh it's a really uh complete tax invoice I will save this design after I save this design I will go to preview any the invoice there I will go to sales invoice there is invoice 123 we want to make it a brand and this was uh this will be our uh invoice tax voice invoice to the information uh the date the date Voice number at the item Arabic and English a quantity price discount uh total before but the Bad and the the bad percentage total after that as we see here for the one item and here for the total invoice then the teams and conditioned at and there is the information for organization because there is no uh group that number there is a space there like that we finish our webinar uh we teach how to design our invoice or copy our invoice designer to create if there is any question at the Q and A question and answer I will be happy to answer your question and thank you for your uh coming [Music] [Applause]