Invoice with Bank Details Example for Enterprises that Streamlines Your Workflow

Invoice with bank details example for enterprises

hey guys welcome back to my channel thanks for joining me here today we're going to go over how to create an invoice inside noo Banks platform all right so let's get started so the first thing you're going to do when you're in your dashboard you're going to go to invoices here and then once you click that the only thing you'll need to send an invoice are an invoice number recipient name you're going to need what you're billing them for when it's due and how you'd like to get PID so here you can if you have like um someone you've already done business with you can easily search for them here here however if you have a new customer you can choose add additional recipients or here add new customers and then you're going to create an invoice number you can decide whether you want to make the invoice recurring or not and if you want to send it immediately or on a specific date and when it's due what are your terms is it due upon receipt like as soon as they receive it or is it due on a specific day and then is it due in 7 Days 15 days you decide you're the boss and if you want to add an optional note here you can add whatever optional note you want and your customer will see that and then for the billable items this is what you're going to build them for so like let's just say you did Consulting so you're going to create a line item called Consulting your price and then how many hours you spend consulting or if there's like a flat fee for Consulting let's just say you charge $2,500 for a day of Consulting hypothetically then you'll just put one here and if you want to add an optional description to say the things that you talked about or just leave that part blank doesn't matter matter if you have multiple items you can choose add item right here and if there are any shipping fees associated with it or if you're giving them a discount or if you're adding tax you can add that in here then also you can choose how you want to get paid you can get paid via debit card or you can get paid with a a and you can see the fees on the side so obviously they collect 2.9% or debit cards pay through stripe or Apple pay Google pay and you can use an a feature which is completely free or you can have them send you checks which is completely free and lastly you can connect your PayPal account here in the payment reminder section this is where you decide how you want to remind them so the basic ones that are set up automatically by default is 3 days before the due date to remind them on the due date 3 days after and then 7 days after so these reminders are set up automatically unless you want to turn them off but I think it's really cool to have them on so that you don't have to follow up and play the collections man additional options are you can attach a file if you want to attach any supporting documentation and then here it says email me a copy of this invoice I always check this just because I like to have copies of the invoices that I sent out to see what they look like so forth and so on all right let's just say we're doing tax preparation and then you can click preview and it'll actually have the invoice number when it's issued when it's due the service how you like to get paid and then obviously that's where the note will be so you can save it it as a draft um you can preview it so once you preview it you can send it off and it's ready to go or if you're not ready to send it you can also just save it as a draft so in order to save it as a draft I'm just going to add a client here and we'll click preview it'll show the customers information everything here and then I'm going to click save as draft and now it's save alternatively you can click Send it go right to their inbox and yours if you selected the email me a copy feature and that's it so thanks so much for watching I know we got through that super quick but now you're empowered to send invoices through Novo Bank don't forget to like this video and please subscribe to my channel click that button that notification Bell so that you'll always get everything right at your fingertips when I drop it see you next time loves