Transform Your Workflow with the Invoice PDF Maker for Management

Invoice pdf maker for Management

how to use invoice simple step by step hey guys welcome to this video in which I'll show you the world's simplest way to invoice customers from your phone or laptop you'll be able to save time stay organized and look professional with invoice simple so let's get into it first of all you're going to go to a website invoicesimple.com and you will land right here as you can tell by the name this platform is for contractors Freelancers owner operators creatives and other small business owners that I want to get paid on time you'll be able to create professional invoices create estimate templates create receipts and much more how to get started you can simply click on try it out for free and you can sign up with your Google account so after the initial sign up or sign into your invoice simple this is where you will land now you can see at the top we have invoices estimates clients items reports and settings this platform is really easy easy to use now let's get into it the first thing that I will be doing is I will create a client so that I can create invoices and estimates for that client so we're going to switch to the client option here and you'll find the new client button at the top now we just have to enter some information to add a new client you have to enter their name and email enter a valid email address then we can enter their address as well phone mobile and fax and enter their phone and mobile once you have entered the details right here you're just gonna click on enter or save client and now a new client will be created you can see this is the client that I just created now we can actually open up this contact and I'll be able to you know edit it out anytime I want to let's switch to invoices go to invoices here and click on new so here I will be able to create an invoice you can see we can do a lot when it comes to the invoice because the main purpose of invoice simple is to create invoices so we have created a client and we can even create an item here or we can create an item within the invoice too so let's create the invoice I'm gonna call it invoice one here I can upload the logo this is to look more professional and on PDF your logo will be shown here so this is where you can upload your logo or an image now we have to enter the details from this is where you'll enter your details or your business name enter the address if you want to and business number and then two this is where I will actually add my client we can select the client that we just created and all of the details will be autofilled so now you can see this is from two we can scroll down to the number so this is going to be the number of the invoice date this is the date of issue now if you want to add some of the terms due on receipt or any date you want to add any due date you'll be able to add it right here so I'm just going to go with due on receipt moving on we have to enter the item now this is an important part this is where you add an item or create a new item let's say we actually sell online services so I'm gonna go with Services here and click enter and a new item will be created and now I can enter the rate so the rate was 100 and the quantity was 2. so now you can see this is the total amount we can add another item so I'm going to click on plus and it will add another you know item description so here I'm gonna call IT services 2 and the price for this one was actually 150 and these were two so now we have our invoice and this is the total subtotal and we can even add the text here this is where you can select your currency so I'm going to actually change my currency to USD here perfect and there you go your currency will be changed we can add different currencies for each of the invoices ing to our clients for this client I'm going for USD and this is our total which is 500. I can scroll down for the notes this is where I'll enter some of the notes and sometimes we just like to go for thank you for your business or thank you for your you know so I'm just gonna go with thank you for now perfect signature this is where you can add your signature click on ADD and you can add a signature here click on Save and it will be added we can also upload a photo so you can see there are different options such as this signature the photos that make invoice uh simple stand out now at this side of the screen we have some of the customization options available so these are the reviews and this is the color we can even change the color of the invoice if we want to so you can change the background color or even the text color from here then we have text this is where you will enter your text details such as per item none on total or deducted so you can enter the read here too once you enter the text details here they will be added here at the end of the invoice discount if you are giving any kind of discount you can also add it for instance I was giving a 10 discount to this client so I'll just enter the amount 10 and now you can see it will detect the amount ing to 10 I don't have to do the maths here everything will be done by invoice simple so again here we have the currency once your invoice is ready you have added all of the information this is what it will look like you can see this is my invoice here this is like the preview of a sample and this is what it will look like now our invoice is ready at the top we have preview record payment PDF or email invoice so now I have two options I can either print this one or email so I want to actually send this as an email click on email invoice and this invoice will be sent to the email address that you have entered here to from so this is the email address where I'm sending this invoice and this is what it looks like this is the invoice amount you can see the invoice looks super professional and you can see it has all of the details very simple yet professional this is the invoice that we just created with invoice simple now you can click on send invoice and this invoice will be sent to them we can also get the link click on get link and you'll be able to actually generate a custom link for the invoice and you can share the link with your clients or your customers so this is how you create invoice with invoice simple all of the options are given here a very easy platform to use and you can sign up for free we also have the estimate options on invoice simple so go to estimates click on new estimate here and it's quite similar to what we created um what we did on invoice so to create an estimate again you just give it the name from two business details number description of items this is where you'll add all the different items is going to be your total all of the customization options are available here and then you can scroll down to create the estimate and it will look like exactly like the invoice that we just created if you want to create items separately go to items option here click on new item and give your item a name I'm just going to call it test rate this is where you'll enter the rate so for this one let's say we have like two hundred dollars and then unit if it's per ours or per days and then additional click on close and your new item will be created so this is how you create items within your invoice simple once you have created the invoices you can go to the invoice option and you can see all invoices outstanding this is where you'll find your outstanding invoices and this is where you will find the paid ones so you can actually check out your invoices that you have created right here and if you want to search by the kind name you can from this option and to create a new invoice just hit new invoice option and it will again take you to your you know editor here that where we create the invoice so this is where you will create the invoice for your customers and for your clients we also have the report option available in invoice simple so report actually show us the paid the clients the items ing to a year so this is the yearly report and the stats that we will be getting for invoice now you don't have to go to any other platform you can create invoices get the reports get the estimates and if you are looking for a simple yet professional platform and if you are a small business a freelancer or a Creator and you want to accept credit payments and if you want to get paid on time then invoice simple is the platform for you go ahead and check it out right now this brings us to the end I hope that I was a big help don't forget to give this video a big thumbs up leave a comment down below turn on Bell notification And subscribe to YouTube channel