Create Your Invoice Simple Estimate Maker for Administration Effortlessly

Invoice simple estimate maker for Administration

hello and welcome to this new and exciting tutorial in this tutorial we are going to learn how to use invoice simple invoice simple is the world's simplest way to invoice your customers either from your phone or from the laptop and it saves you time and makes you stay organized so to use invoice simple you simply go to invoice simple.com and I'll be leaving the link in the description of this video at the top here you click on login if you have an account but you can also click on try it for free if you don't have an account so you can now click on sign up at the top right corner here so that you can sign up for a free account and that will bring you to this page and this is where now you can create your invoice so to create your invoice you click at the top right corner here new invoice and then you can now type your invoice name here so we call we want to call this invoice for order one invoice for order one and then then from you can add your business name here but to make that easier you click on settings so that these details will be added automatically to your invoice so you can add the logo here click on that then go to your PC add your logo I want to use this logo click on open so our logo has been added there and then we are going to add our name there and then business owner name and then business number and then address then we can put the email there and then the phone number and then the mobile number and then the website and then the invoice template will appear this way so we can customize that template but we can also come down here add the client signatures here the type here is it on total is it the rate type the rate here we can put it in in percentage maybe 5% and then the default invoice here the invoice number the notes we can add the estimates you notice here we have the invoice number then we have down here the currency so you notice our currency currently is sent to Kenyan shillings we can adjust that and then export this invoice so on a different way we can just click on customize template so that we are able now to customize this template so we have these templates we have the design we have the second one we have the third and fourth and all this so we can customize the one that we want we can choose the colors that we want maybe we want red we want blue whichever colors we want so I want blue so I'll click on blue and then select the one that I want I can have the classic the compact the clean or the sharp let me use the shop so I'll click on sh and then now I can go back to settings there so you now notice that our invoice the details we added under our settings have been added to our invoice here so you notice that's our invoice and it has been created so simply so if now I go back to invoices here you notice we have invoice 001 for this amount I didn't put the amount if I want to move an invoice I can click here and click on either I email it I can get a link so for instance if I click on get link you notice this is how our invoice will look like just the details we filled in remember we didn't put the amount but this how it would look like so this how it looks like so we can now click at the top here and we have our link here then we can either print this invoice or we can share the link with the person or with the client that we want we can also search clients up here by name if we have several invoices here we can search here by name so if we come to estimates we can look for all estimates or estimates that are open or estimates that are closed so if we have estimates that are open we can add our estimate we just click on ADD so what is this it's an estimate you notice now automatically the details we added on our settings are added to our estimate here our work is simply to just add a few things here so estimate B2 maybe estimate budget two and then if maybe we have done this estimate for a certain client and then we have added the description here item description you want to say TV rate at 50 quantity one or let's say two so that you notice the amount here will change to you notice now our amount has changed to 1,000 we can add additional details so we have new maybe it's at new TV or old or used if we want to add another description here we click on ADD and then we can add the item here maybe it is a solar panel we can add the rate here it's maybe at 4,000 and then the quantity here is five so you notice now we have all the that we can close the estimate or we can delete the estimate so the estimate maker benefits of using this one it helps you to easily change estimates to invoices with a single click and also organize your estimates without needing to put in any additional type that's the beauty of using the estimates so now we have our estimates added there so the next time we have a client we'll just use this estimate so we can now send this to this person we click on send and basically that estimate will be sent to our client now because I've sent it to myself if I go back to my email you notice here we have new estimate 00 from joset I can open that and then now you notice it's here our estimate has been sent here so that's how you send estimates to your clients for expenses we can do the same we can drag and drop receipts here and easy expense tracker will scan any receipt an invoice and simply captures the key information automatically for instance for instance if I click on upload receipt I can add the receipt photo here and then I go to my documents I have a receipt here I can click on ADD receipt then click on open and so my receipt will be added there you'll notice that these details will automatically be added Merchant category date total and all that so those details I'm now able to get those details captured automatically from my receipt and so we have that the description is still missing but that's how you basically add that so we can now click on close and now the you notice now our Merchant has been loaded here the total it's calculating the total you notice the total has been added there that's how you use expenses for reports this where you get your reports loaded so you notice now our reports can be grouped in terms of tax here it it can also be loaded in terms of clients if I click on clients you notice we have tax here here we have invoice we have whatever has been paid we can also divide this in terms of items if click on items we don't have the items reports here but basically that is how you use invoice simple to create such simple and quick invoices in such a short time for your clients I hope this has been helpful kindly like this video share and subscribe to our YouTube channel