Create an Invoice Simple Estimate Maker for HR Effortlessly

Invoice simple estimate maker for HR

hello guys this is likely Tech and today we are looking at an invoicing up called invoice simple this is an app that you use to send quotations and invoices to your clients from your mobile phone there is an iOS version and is an Android version there's also a web version of PC very suitable for PC today we are looking at the iOS version and here is the app so when you go into the app takes you to the invoice section and there is also an estimate section and there's a client section we already have three clients sample clients and we have items these are the items that you sell when you have a report for all your reports so you go to the invoices how do you create an invoice so there's this sub code plus sign when you click on it it brings you to the where you create the invoice so you can notice that the invoice is numbered this is the format used it is inv and four characters followed following it these are dead section so you fill in everything so today's client is Jesse Pinkman you don't necessarily have to have the client in your list if you have a new client you can always input their details and we can do that here for example if you don't have their we can delete these client so if you want to to sell to a client who is not on our list you just click on the plus sign and we can have Horatio Horatio science his email is sons but Internet dot-com we have his phone number we have his mobile number so you do this for a client who is not on the list if you use a client who is on the list everything since you already have them on file it's going to add it automatically he's old school he has a fax machine he's we have address 1 this is where he lives address 2 and everything so there we have our first grant so and the good thing about this app is that whatever you are doing on this application it's going to sync across all your devices if you have an Android phone and you log in using the same details you know whatever you do on your iOS device reflects on the Android device and also reflects on the on the web version so here we have you can add an item so the item we are selling is los pozos fried chicken is going to have two another item of his these are items that are on that are already on our list but if you have a new item that you have not yet added to the list you can also add them as you as you make the invoice so there's that and now we have the total and there's an option to Maki the invoices paid if the client phase you can mark it as paid but if you have not yet paid then you send it as is and this is the option to to see a preview now in the preview you can see this is exactly what the client will see when you send them so if you satisfied with the invoice is the share option and it's going to be shared in PDF format so it will take you to your contact list and you can select the payment the the the application you want to share share with you can send via messages you can send by email by autop whichever you're comfortable with that is how you make an invoice and once you are done it's going to be saved now we have when we started we didn't have an invoice but now we have an invoice so we can do the same for the estimates now maybe a client wants you to do a quotation for them you do the same it's very it's a very similar approach to the invoice because but now the formatting is different because now you see instead of inv we have to TN this is a what to use but by default is esp but for me I prefer using qtn and everything is there so you know you can add your plant and you can see when we started we didn't have the client horatio sanz but since we already created a new invoice and established a relationship now they're in our client client list this time we can do an estimate for Jesse Pinkman and we can do an estimate for he has a wedding maybe we want him to have 100 Lost Boys chicken and that's it now once you send them the estimate and they they like it then instead of making an invoice you can make you can come to the bottom of the estimate you can make it an invoice instead of having to do they invoice all over again so once you go back now we have a an estimate or now on our list so clients when you want to create a new a new client these everything you need all their details their client name the email the phone number everything you can also import them from contacts if they already in your contacts then we have the items is where you add all the items that are in your shop or in your business and we have the reports this is where we have problem with this application is the only application this is only problem of seen in this application where I've already changed the currency in my app but it's always showing me when I come to the reports it always shows me in in dollars instead of the currency that I have set up which is connection so other than that I've not seen any other problem so if you go to the settings there's a support and I would like to say that the support is very quick they have very quick responses and they seem to understand the problems I've contacted them in several times and the response time is not more than five minutes so kudos for that now if you want to change your business details instead of not having to change them every time you send an invoice is where you set up everything you have your business logo you have your business name you have the business owner's name you have the business phone number you have the address business address we have three options and you have the business email you have the business phone number is the business mobile number and you have the business website so once you set that up it's going to be used in every invoicing and every estimate and have the payment instructions this is where you put in your banking information if you want to be paid by a PayPal the option is there if you want to be paid by check the option is there and if you want to be paid by a bank transfer that is where you put in your bank details and is where you set up your tax if you're selling if your goods are taxable this way you say you set up the tax so for us we use on the total there are three of there are several several options we have the on the total deducted then by item but I prefer to touch on the total and these were you put the label for us here the tax that applies is via T which is the rate is 16% so some for some items if the tax is inclusive you the icon there but for us it's not inclusive it's what exclusive so and then you have the default notes if you have a note that you want to go with the invoices and with the estimate this way you set them up for the invoices is where you put your default not for the estimates this way you put your default note then we have the this way you can change the what we called formatting for the invoice number if you want to change how if you want to change the formatting these were for for now it's inv you wanted to say something else you can change that maybe it can be really you have that you can change that at any time that you want then there is the option to export as a spreadsheet this is where you can export all all your reports everything that you have done the invoices the quotations with what is paid what is not paid you can compile them into spreadsheet which you can use open using Excel then this is where you customize for the title if you want the invoice to read something else maybe you want it to read we want it to be I am V instead of invoice this will change it but I don't see why we want to change it from what it is so the invoice title is invoice and the estimate title you can have it as estimate or you can have it as quotation which we do the business number you can have maybe your PIN number or business registration number so that's where you put it so as you can see you synchronize any time you make a change it's going to synchronize and as you can see here last seemed at zero seconds ago and you can also customize to the region that you are in so you can change the language that you want there are those all the language options that you have where they are and you can change the currency there are all those currency options that you have also you can change the date format I myself prefer to use the day first day month and year and so that is everything that you need to know about the application so once you make any change he needs to start and I think we've covered everything that we need on the know so on the invoice if you go back to the invoice we have the option to sign the invoice once you click on signature you can be able to sign the invoice before you send it so now you can see it says signed on that date and if the client pays you can mark it as paid so that is all for the up and you can see once we signed the signature is there and on the date that you signed it so that is all for invoice simple thanks for watching and if you like the video give it a like share it and 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