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Invoice pdf editor for small businesses

[Music] what's up everybody you want to get paid uh we're going to hang out today and we're going to be creating some invoices in creative cloud express if you want to design along with us you can simply go to express.adobe.com and join us as we create an invoice and show you not only how to create the invoice but how to export it and then how to edit in ccx for you to be able to have your client sign it and get you that sweet sweet cheddar so let's go ahead and click on this plus button once we're on the page you can see a lot of things happening here on the page for ccx but we're going to start with this plus that's where everything starts so here we are going to be creating um a graphic and we're just going to click on custom size graphic now we're not using a custom size but this will bring us to a screen that will allow us to pick the size that we want now i do want to do a print size and we're going to be sending this as a letter right we want to send this through and say hey here's our invoice we can print it out we can send it digitally we want to use this letter size it's just the most accessible so we're gonna click on that you can see it highlights in dark gray and then we can hit next so here we go ccx is setting up our project and we're gonna do something that i don't know we've ever done in a lesson before we're gonna name our file first so we're going to go ahead and name this and we're going to name this catering invoice we are going to be making a an invoice for a catering for a bakery right let's say that we're doing an event and we want to make sure that we're getting paid from that bakery so not only are we going to talk about how to make an invoice we're going to talk about what needs to go on an invoice and why you would make an invoice so invoices are basically if a client doesn't want to pay you or doesn't want to pay on the spot you can send an invoice and they can pay you later so let's just start adding things here and the first thing i want to do is lay down a good base foundation for a background now invoices are not supposed to be super design it's not the place for your skills to shine it really is straightforward so we're going to click here on the background and we're able to change the background color so we're going to click on color right here and i actually love this color that it's pulled up in the current palette and we don't have any colors yet but the current palette has suggested this and i love this orange color this looks fantastic now i do want to make sure that the client can read this there's a place to be able to sign things so that everything has some contrast and it's a good idea if you're printing it not to have it super dark so we're going to take this and i'm going to make a a little bit of an area where we can put some of our uh content and a lot of people in our live stream chat are saying that they want the bakery yes we have bread uh we love bread if you love bread comment down below um also if you're watching click that subscribe button uh click that subscribe button uh and uh hopefully you can make an invoice make some money off this video so we're gonna go ahead and do an icon here and icons are a great way to add design elements without adding design elements right so we want to kind of create an area for us to work and for us to put some text so i'm going to click on icons and check this out i'm just going to type in rectangle and right here we're going to have a rectangle this is what we want and why not let's use a square we're just going to click on that and it will put it onto our artboard now i do want to change the color of this so i'm going to click here and i am going to change the color to this nice cream color so as you can see when i select things in creative cloud express it gives us these little nodes and these nodes make it so that we can drag around so i'm going to drag this around and even though it looks like it's a background it actually is just a giant shape and you can go off of the edges because it won't print that right creative cloud express is only going to show what's inside these edges so that's looking pretty good to me and what i'm going to do is i might want to lighten this just a little bit i can click on color right here and i can actually click and drag in this panel and it will lighten that color for me wherever it is we could click and select a color or we also could click and drag and you'll get a live update so that you can see what your invoice is looking like so that's looking pretty good to me very bakery uh very fun and let's go ahead and drop some content on here so the first thing that you need on your invoice number one is your company your name your address your info how are they gonna pay you right you want to get that money so we're going to click on text right here and just click on add your text no need for anything super fancy we're just going to add in our text and i'm going to go ahead and find a font by clicking over here in the font panel we could find something that is crazy we can find something that's fun there's a ton of integration with adobe fonts but i'm just going to use abril here very straightforward it's kind of cute got these little swirls on the seas and that looks right to me so we're going to add a bill to i'm sorry pay2 is where we're going to start because we're more important all right so we're going to go ahead and pay two and just type in here your address times way that's we're going to be our bakery is going to be and it looks like it's gigantic right now so some ways to mess around and make that a little bit smaller is to come over here and we can actually pick one of these options to see how big we want it to be now i do want to set this maybe at 22. it feels a little big but it also is aligned incorrectly we want to make sure that everything is aligned to the left so we're going to click right here on align left it will move all that content over and we want it to be on one line so you can see that we have these circular nodes and then we have these kind of ovals is on the side with the oval with the notches we want to click and drag this out and it's going to make that text box wide enough for all of the text to fit now i simply click and drag and it's going to pull it up here to the side i actually love this green color that it's pulled in so we're going to type in all of the places uh we'll put us in folsom and 95762 is the folsom address and again we can just drag this out to make sure all of it is there oh we also need to have uh our title here and we're gonna name this andrew's bakery we go looking good uh and it keeps resizing that so we'll just keep dragging it out so what i can do now is i have to pay to i also want to have the bill to on here right that's who are we going to build this to if we want to play around the sizing we can pull this node here as well and as well instead of doing it over here so to duplicate this because it's going to be similar we're just going to click on the duplicate button right up over here and i'll drag one more across and we're going to have this be built to and our client is going to be um uh the the bookstore just the the general bookstore and it's going to be right down the street um one five four four on fun time just a quick little catering order we're running it over like uber eats but much better so we're gonna position these perfect right there and you can see i actually missed a space and you can double click on text to edit it very easily which is nice so next up what you want to have on an invoice is you want to have somewhere that they can sign for it you want to make sure that your client can sign and creative cloud express has a new feature that i believe came out either yesterday or today um so i'm gonna show you that feature and we can allow editing on this by sending the pdf for you can edit it right in creative cloud express if your client wants to open creative cloud express and sign it so we're gonna add in one more text box here uh and actually i'm just going to copy this because why add a new one so we're going to copy and then bring it down to the bottom and i'm just going to have this be signature and we could uh let's use an icon to create that so we're going to add signature to the bottom and then i want to go to icons one more time and i'm just going to type in line and see what comes up so there we go we've got a line looking pretty good and i want this line here we just click and it's going to add that line for us now again we can just grab that node and we're going to pull this way down because we just want that little signature line and bring it down here now the problem is that this is going the wrong way right it's going vertical and it's super easy to change that we can click on this little rotate and just click and drag and it will pop up in red when it is a perfect 90 degree angle right a little voguing so 90 degree angle it pops up right there and we are going to add this line right down here now i can't i'm having trouble clicking and dragging because it's locking onto the bottom of this text i can simply use my arrow keys here so i'm using my arrow keys to move this around and we do want that color to match that green color uh that's happening right there that's looking pretty good to me um nice little yeah nice little signature line so the next thing that we want to do is we want to add in the content that we've created right the the things that we're billing for and we're going to use some more rectangles here so i'm going to type in a rectangle and this is again a very very easy way to work with creative cloud express and design with shapes like you're using illustrator um or photoshop but in a much easier way right if we don't want to take that uh challenge on we can just do it right here it's a little bit too wide we're kind of eyeballing it looks good all right so from there we are going to add in some titles and those titles are very important because it's going to tell what we have created um and we're going to pull this to white so that it is a little more visible and we're having a problem here is the order of these layers is not working right the the bar is on top and we want to change that we can click on the layer order down here and find the layer with our white text right you can see it right here and we're simply going to click and drag and you can see that it's dragging through those layers and we're going to put it on top and now it is on top of that layer so that's looking pretty good and i'm just going to resize this and then put in here uh we're going to put in quantity there we go and that's one you can click on these little buttons down here to zoom in if you want some detail so we're going to type in some quantity and just make sure that that's perfectly aligned we're going to duplicate that very quickly and just pull it over here and maybe we're going to put product and then of course the most important the absolute most important is the price because we want that money and you just saw me drag the artboard i was just holding space right there super easy hold space and it will um oops and it will go ahead and move that i just made a mistake and i hit ctrl z to undo that as well uh a couple little hotkeys for you today so we're going to do a price right here and again i can just double click on that and then type and no need to go back and forth all right so we have created our quantity our product and our price looking good to me let's go ahead and make some lines so that it's easy to differentiate between different products and the easiest way that i'm going to do this is we're going to duplicate and then use some opacity so i'm going to click on duplicate here and it is just going to align that for me right there to the center so that looks perfect um but it's a little bit too bright what i can do over here with the opacity is i can just click and drag that down you can see it's live updating and let's say maybe i want to take this down to about a 10 right a little differentiation but not too much so i'm going to again duplicate this right here and make sure that we have good contrast on this right so the white is looking absolutely terrible not readable we want to make sure everything has good contrast so it's accessible to everyone because we want everyone to be paying us on this invoice so i can click on this green and it will re-color that for me i'm not crazy about it that looks great um so we're going to create that in the color and if we wanted to find that color very easily we could click on this text color and then use the eyedropper tool to just hover over that orange to make sure that it is exactly the same so that's looking pretty good and what we're going to do is i'm actually going to create a group of all the pieces that i want here so let's say the quantity is 200 we're doing 200 um and what are we doing 200 of you ask um we are going to do 200 of some croissants we're doing a course all right so we're going to click here we're going to duplicate that again and just bring it over to this product title right there and we are going to do a croissant croissant [Music] croissant i think that's how you spell it if it is misspelled please let me know uh we're gonna duplicate one more time and then bring this price over here and man 200 croissants is going to cost you uh probably about 200 let's let's do let's do a dollar dollar per seems like a good deal so we're going to go ahead and line this up right there and you can see those blue lines are actually telling me that things are being perfectly aligned right and that's what we want we want everything to look good and line up all right so we have these three looking good but we want to make a bunch of copies of this right and the easiest way to do that is to hit is to click on what you want to group together and then we can make copies of that group so we're going to click right here and then we're just going to hold shift and click all of the pieces that we want right those are all the pieces that we want a bunch of of invoice lines on so we're going to do that and we're going to click on group right here and group is going to put everything together and it looks like it's one object now right looks good and when i click on duplicate it is going to duplicate all of those pieces for me so that is looking great and we're going to line this up so that it aligns perfectly right there and then i can simply come come in here and double click and let's say that we did a hundred and we did a hundred danishes danish 100 danish 100 danish sure a dollar for everything those are going to be 100 so that looks pretty good and what i want you to do is maybe play around uh and thank you i have been corrected in our live chat croyssant i appreciate the help that's why we're here if you're watching this on youtube thanks so much for watching the replay and tuning in but we also have live streams happening all day every day um so click that click that subscribe button and maybe you'll catch a live stream and be able to help me out with my spelling of croissants um all right so we did miss a little piece here i do want to have a couple pieces of information right there so i'm just gonna duplicate all of those and from here we can align them right there to all of our pieces and we are simply going to double click and match that color that's looking pretty good and we're going to group those and make a copy so from here i'm just going to trust that you are going to uh make the rest of your invoice right we're not going to go through all of these products um we're going to go through all these products but i'm going to trust that you can create all of these lines with your products and create your invoice here now i want to show you a quick new feature and that is going to be a feature that will allow you to edit the pdf if you want to send it to your client they'll be able to open it in ccx and i believe again breaking news this is definitely something that has just been created that has just happened i think in the last few days so we've got all of our information on here uh we maybe would want to put a logo on top um but right now i want to show you how to do the pdf so we're going to click on download we're going to click on pdf and we're going to hit start actually sorry we're not doing that yet because we need to put somewhere that they can type so we're going to duplicate right here we're going to duplicate this and i want to find something that looks a little bit scripty like it could be handwriting right so adobe handwriting perfect and we're going to type in a client sign here let's fix that all right so the client is going to sign in this box and we're just giving them a place so that they can uh so they can move things around um so let's go ahead and save this pdf by hitting download and then going to pdf and hitting start download all right it is starting a download we have named our file for the first time in forever so it is downloading it is preparing that for us and again this is a new feature um we're gonna test it out see what happens so we are going to come back and we are going to click on the ccx icon right up here now we do have our file down here right sitting in our uh downloads so we are going to click here and what i'm going to do is i'm actually going to go to pdf and we're going to type in or we're going to click on edit text and images brand new feature and this is a great way to send an invoice to a client say hey if you don't want to open this in acrobat if you don't want to sign it and scan it and print it back to me you can do it in creative cloud express click on edit and we are going to go ahead and click on browse on device and let's see y'all are going gonna see what's in oh no you didn't see anything so um oh it's only ccs cool so you can see here that i have my catering invoice we're gonna click on that and we're just going to hit open and watch what happens so it's gonna upload this document going to create it it is taking that pdf that we've created and we've sent it to our client and said hey we want you to be able to change things to move things around to try new stuff so i think what we can do is we can come in here oh boy this is what happens this is a hundred percent what happens huh all right so we're having some trouble with it in theory you will be able to edit the text um in here let's try i'm going to try one more time uh and see if it's going to allow me to do that so we're going to come back here and we also here's another way to do it is we can come back to our recents and we could literally just share this with our client right so there is that ability to change the text it's not working for us today again it's brand new um it's probably user error like 95 it's user error but we can come into share and there's always a million ways to do this here in creative cloud express we could publish it if we wanted to we could make it a template and share it with them we could send it to a google drive and they could edit it into google drive and we could even invite them to create this and to edit this on their own they could invite them as a collaborator so let's say we can click invite right here and we can go ahead and type in our client's email it would send it to them and they'd be able to collaborate they'd be able to put this in here they'd be able to add their orders right maybe this could be an order form it would be a very easy way for you to move things around and to get you paid then they can download and send it to you uh so we've got a couple minutes left and i want to show you one more thing and that's how to create a how to put your logo on here right so maybe we want the logo but i actually want the logo to be a watermark right so uh in theory you could come to design assets you could find something you could go to icons and find something but we want to upload our own piece so we're going to click on photos and hit upload photo so from here i'm just going to navigate real quick to somewhere that i have a logo and i want to do let's do here one second let me pull up this logo uh where is my logo my goodness everything has literally exploded all right um let's do this there we go i found it we did it all right so what i'm gonna do is i'm just navigating to my logo folder so we're gonna pull this up and you can see these are logos for my bakery right here and i actually like this orange one because i think it will go well with our background um i'm gonna actually do the gray one let's do orange so i just click on it and i'm going to hit open and it will place that into creative cloud express for us and here it is it starts as low resolution so if it looks greeny don't freak out it's gonna be fine it will eventually load this in full resolution it just takes takes a hot second so here i'm going to want it as a watermark and what i can do is i can actually click and drag this all the way down so let's do it at maybe five percent so again we're just using that opacity and we can go ahead and click here and we're gonna bring it all the way down below all of our layers right all the way to the back and we don't want it we want it on top of the gray or the tan layer that we've created and then i'm just going to click and drag this all the way out all right so we're going to click and drag this looking pretty good and i want it just right in the background so we're gonna watch those lines and click and drag as you can see it's starting to line up perfectly right there and it still looks a little bit too much so i'm gonna take this down to like a two percent right just a super subtle piece in the background and that's looking pretty good maybe i want it a little bit more over here and maybe we just center it outside of that content so there we go we have created our invoice everything looks great maybe we want to put some more text up here on the top um again we could do that very easily um or maybe we want to add a pattern to the background right we could click on icons and we could maybe just type in bread bread question mark um there we go and this looks fun uh here's some bread let's go ahead and use uh let's use this one so we're gonna click it's gonna add it in there and what i want to do is i'm just going to click and drag this all the way to the back behind and we're going to change the blending mode to multiply and you can't see it right now but we're going to move this oops we're going to move this around by clicking right over here on those little arrows and we're gonna put it in the background you can see that multiply is making it so that it interacts a little bit more with the background right it starts to blend those colors together so it's a little hot for me right now so we're gonna pull it down just a little bit to give us some nice texture up there and then we could just duplicate this a bunch of times we can move it around create a very fun pattern uh for our design and again what we're looking at here is a bunch of layers that are making this happen right so we have the background layer that's orange then we have these icons right above it and let's go ahead and actually just pull up our layers so that we can see so we have our background which is oran orange then we have our icons which are multiplied as a blending mode and the opacity is a little bit down and then we have this nice tan rectangle and then from there we start adding all of our content on top we have our watermark and then all that content built on top now if our watermark is going over some of these and interacting in a weird way we could again just add another rectangle add another tan rectangle right over that watermark and it will be good to go and then to finish off and send your invoice out you can click on download and you can click on pdf and just click on start download so that's how you get your invoice that's how you get paid go ahead and create something in ccx make sure you hit that subscribe button and we'll see you again for more great ccx content bye [Music] you