Create Your Invoice Simple Estimate Maker for NPOs with Ease

Invoice simple estimate maker for NPOs

how to use invoice Simple app tutorials for beginners hello guys and welcome to today's video in today's video we will be talking about invoice simple which is a platform that allows you to create very simple invoices that you could send to your customers or even keep to yourself from your phone or laptop this platform has a mobile app that you could download to your phone and use it there as well and you could use it also on your laptop or your computer so we will be demonstrating on how you could use invoice simple we will explore the different tools the different features and the basics of how you could use the invoice simple so first things first you're going top to click on try it for free over here on the top right and we will be redirected to this page over here as you can see we will be able to right away create an invoice for us to use now before we start we will first select our industry over here here we have all of this industry over here let's click on other and click on and re and continue now over here as you can see this is the invoice you can already see the information that you could put into this section you could put in the title over here of your specific invoice for example let's say t-shirt design Commission let's select that you could put your logo over here of your business or your personal logo you could type where it is from for example for me I will type in my name will be here my email my address my phone my GST some of the information over here is completely optional you don't need to put in your address or your phone but if ever you would like to put it you could of course put it over here you can also put the name of your customer over here who you will be sending the invoice to you could put in their name over here the client name client email their address phone mobile and box over here let's say our client name is Chris and the email is Chris customer gmail.com then for me let's say this is my name then my email will not be given for now you could add your logo over here if I forgot to say you could see your number over here like the invoice number the date the terms over here recipient custom next day whenever this will be set and you're also a description over here let's put in our t-shirt design then we have your rate over here let's put our rate as uh 1000 here we go that quantity is let's say two then it will automatically compute our output over here you could also add some details either also add more description over here let's say video Commission check that then for our rate let's say our rating for our video is 53 that we created like 10 videos and it will automatically compute it as well as you can see here and it will also show you the subtotal the total and balance you over here you could add some notes you could add some signature and you could also add some photos over here as some type of proof like a receipt and all of those stuff it will change the color of your invoice like some binary changes over here at the top you could see the changes it would be changing the background you can change it to the color you could accept online payment by enabling this then you could select whether you want it to be Visa or the other type ofs online payment but to be able to use that we would need to have an account as you can see here we will be able to sign up with our first name last name email and password over here now as you can see this is the section wherein you could set up the online payment we're in your customers will be able to pay you through PayPal Visa Mastercard and all of those online payment by following the steps available in the section now let's go back to our page earlier we're going to continue our invoice over here this is the invoice I think it accidentally uh closed editing let's click on edit over here and there we go we're back here you could add all of the stuff you could add custom color tax over here on total deducted per item you could choose the option that you want and you could put in the rate of the tax let's see the rate of tax is uh five percent there we go so 126 peso is removed from our earnings every year you have your discount over here you could change the currency over here you can change it to dollar or you could change it to any type of currency that you are seeing over here it is completely up to you on what type of currency that you would like to have depending on the country of your client or depending on your own currency for example Japan over here you could change it will automatically change the pricing over here depending on the specific currency that you have selected and then after this after editing all of the stuff you could also preview this via email like you could type in your email over here and send and then you will be able to see a preview of the email so that you could see what it would look like you could also get the link over here or you could also print invoice over here right now this is an email invoice you could create a invoice for PDFs but right now we would need to upgrade it to be able to use it and you also record payment every year you could also click on preview and this is what it would look like when your customer receives it through their email now it is very easy very useful it is direct to the point you don't need to do any random stuffs and you will be able to also click on estimates over here you could have your estimates you could click on new estimate so that you could have some estimates over here you click on clients so that you will have like a list over here so you can monitor your different client and how much you will need to pay you you can also list down your items over here so that you could automatically add it to your invoices with ease and there's also payments over here now you could use as many or you could create as many invoices as you want and absolutely for free now there are some plans when you click on upgrade as you can see here we will need to upgrade to be able to access some sections over here you can see here this is their pricing the essential is seven dollars per month the plus is 13 per month the premium is 20 dollars per month and as you can see here there will be different options now for the free version I think you can only create one I think I misspoke earlier so we won't be able to create unlimited invoices for the essential we will be able to create up to three invoices plus is up to 10 and premium is up unlimited over here the estimates is unlimited for all plans and there will be these different features over here you can simply check them out and explore the different changes or the different [Music] plants and their features and you could use this invoice simple for any type of business that you have it is not limited to one type of business as you saw earlier there will be multiple types of categories that you could use this for and depending on how you use it you will be able to utilize it very efficiently and you will be able to add like taxes discounts you could add your items over here you could add as many items as you want you could have the dates terms and put everything that you have you don't need to fill everything up you don't need to put your address your phone number your business number you don't need to put the address of the client the phone number Mobile and fafs all of those information you will be able to have the invoice be generated as is as you can see here we were able to generate it without the need of adding the email the number the address but if you do have that and if you would like to have it be presented on your invoice you can see we put it on the information or the section wherein you type in the information like the address phone number and business number over here and by doing that you will be able to also preview it over here and you could also record your payment over here like if ever they do paid already you could simply type in the amount paid and their methods will be here like cash check bank transfer credit card or people let's see people and let's click on Save payment and as you can see we will be able to have a payment history wherein we will repeat already the amount that we are asking from our client which is Chris and you will be able to see like a receipt over here and right now the ballot due is none because it is currently paid and you'll also see the date over here so that you can track it very easily and that's it guys that is how you could use invoice simple completely as a beginner you can also see here on the balance view on the home page of the invoice it is currently paid and that's it guys hope you enjoyed the video thanks for watching