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Invoice pdf for Facilities

in this video I'm going to show you how you can fill out an invoice PDF for freelance work hey guys my name is Scott and I make videos like this one on freelancing tips as well as tutorials on Premiere Pro and Photoshop so please do consider hitting the subscribe button and hitting a notification bell so you don't miss any of those okay let's go into how we can fill out an invoice PDF so the invoicing tip I'm going to show you guys today I think is pretty cool because it doesn't require downloading any fancy software or anything like that and it's completely free I'm going to walk you through exactly how I fell out my invoices for freelance work first thing I'm going to do is open my browser and type in invoice - generator comm and I'll link this site in the description below so you can find easily this is a fantastic site I use it for all my invoices and it's super easy to use and it actually has a lot of cool features built into it which I'll cover in a moment and no I am NOT sponsored by this site this is not a paper motion by any means I literally found this website one day and started using them and I'm telling you guys about it because I love it so I'm going to start at the top of the invoice and work my way down and once I'm finished filling out the page we can download it straight from the website as a PDF the top portions are pretty self-explanatory for example if you have a logo image of your business or freelance work you can add that image here the next section is where you put your contact information so I'll put my name and I'll put my address not my real one of course I usually put in a space and then I'll type in my email address and my phone number information after that there's the bill to section this is where you put the clients information specifically their billing address be sure to double check this as some clients have multiple billing addresses for their businesses and they may want you to use a particular one for your invoice now let's go over to the top right of the PDF where you can set an invoice number to whatever you want this is really for your records not the clients I typically will keep track of how many invoices I send to a particular client and that way it's easier for me to look up an invoice that I've sent months ago if I need to for any reason so for payment terms I usually keep this section blank but let's say that you have an agreement with a client that they'll pay you at the end of the month or maybe they'll pay you at all in cash or something like that you can write e om for end of month or cod4 cash on delivery but again I usually keep this blank because you'll see how the next section kind of covers this so the next part of the invoice is the due date and here's a protip I always write due upon receipt in this section that way when a client receives the invoice you're letting them know that you want to be paid right away now this may not work in every scenario because as I mentioned sometimes you might have an agreement with a client to be paid at a specific time but in my experience usually that's not the case and you can build a client immediately when you send the invoice okay so let's move down to the middle section for the terms I usually put the general title of the project that I worked on and maybe a brief word or two about what my role was so for this example I'll put baseball history video - video edit I'm going to skip over quantity really quick but I'm going to come back to it so for the rate this is not the place to put your hourly rate you want to put the total amount that the project cost here so if my hourly rate was $50 per hour and I worked on this project for eight hours I would then put $400 here if you're not paid hourly but paid by the project then simply put how much the project costs in this section and then coming back to quantity in most cases I usually only work on one project at a time but let's say you did a weekly project where you were editing videos or creating something under the same larger project you could put four here one for each project week once you update the number of projects the invoice will automatically update the total amount below you can also add in more projects in another line and I'm pretty sure you can add in as many as you need for tax I usually keep this blank because I work taxes into the final cost as it is which is agreed upon by the client that way there's no real sticker shock to a client when they see the invoice for the first time but if you want to put in a discount or add in shipping costs you can do that as well for the amount paid I usually keep this at zero dollars unless a client has already paid a portion of the project upfront in that case I would put the amount that the client had already paid in this section which would then be subtracted from the grand total next we have the notes section this is where I put what my role was and in most cases I'm usually a video editor and then I will put what my rate is so let's say $50 per hour or you could put what the paid per project terms are here instead I also use this area to get super detailed on what exactly I did on the project in my case as a video editor all right how many videos were created what they were called how long each section took me to edit how many versions or variations of the video were created try to use the space to get very very detailed if you can I'm not going to fill out this entire thing right now because that would make this video super long but I think you get the idea of what I mean in my experience clients love to see exactly what you did and they really appreciate all the information you can give them some may not care at all and may never even bother to read it but my feeling is it's always better to over share information than to leave a client in the dark about something because you never want a client to come back to you after setting an invoice asking what exactly did you do and how did you come to these numbers and that brings me to my next point which is invoices can take a long time to craft they can be very time-consuming especially if you've worked on a large project so a couple tips would be to first make sure you allow an extra hour or two for invoicing in your billing you don't want to be doing this stuff on your free time when you can be doing other things second make sure you track all of your hours and time very carefully before you sit down to write your invoice this will save you a lot of time and headaches trying to remember exactly what you did and when the last section is the terms part and I usually leave this blank as well but like it says on the invoice you can use this area for filling out a payment schedule or late fees so now that we fill out this invoice let's go up to the top and I'm going to hit download invoice this site will automatically create a PDF that I can open up and send out to a client if it's ready to go or you can send it directly through the website by selecting the send invoice option and it will email a client a PDF of the invoice one last feature I want to show you guys which i think is really cool if you go to my invoices it will take you to a page where it stores all of your past invoices the browser will remember your previous employees that you've created and you can go back and edit them if necessary or maybe the browser crashed before you got to finish one you can go back and pick up from where you left off I think that's a really cool feature and for a free service it's really awesome so that's how you can fill out an invoice PDF what other kind of issues are you guys having with invoicing let me know in the comments below and I'll see if I can make a video covering that if you've enjoyed this video don't forget to like and share it with anyone else who might also enjoy it for more information on freelancing tips Premiere Pro and Photoshop head on over to my website at scott edward fowler comm also check out my other tutorial videos which i've posted on the right side of the screen here alright that's it for me guys see you in the next video you