Streamline Your Notion Invoices for NPOs with airSlate SignNow

Notion invoices for NPOs

[Music] thank you [Music] hey there this is Jack from Cult of notion thank you so much for joining me today with this video if you've purchased this template I want to take a moment to sincerely thank you so much for your support it really means everything to me I'm working really hard to make sure these templates over deliver and are as comprehensive as I can possibly make them so your support means a lot and your feedback questions they help me know what I can improve if there's stuff that you know maybe notion needs to work on it's really great so please don't hesitate to contact me DM me on Twitter I want to say hi seriously as an introvert it's so nice when people message first you know so please DM me on Twitter I have some information some contact information here so you can reach me at any time and of course the actual template is here so without further Ado let's get into the advanced invoices and receipts template first off this is the page and you can see there's a little V1 here something that I try to do is when templates might need to be changed over time is to include versions of them so when you buy it once you have the past versions of it and the current versions of it that way if you like something better in a previous version you can always have access to that so notion it's updating all the time and it updates quite frequently nowadays and so I just thought that'd be helpful to have so if we go into this though this is where the main template is going to be and boom here we are so I'm going to do a quick overview first off we have a start here section that's where the tutorial video is going to be it will have literally what you're watching now in this toggle next we have important template settings and that has several sections to it I'll go over that in a bit we have new invoice quick place to add new invoices a quick view of the invoices and then the main View as well as a tax withholding calculator okay all right I'm gonna close these back up and we're going to go to the very beginning because it's a very good place to start we're going to start with the important template settings so there's three sections for your reference edit these templates with your brand and additional resources for most of the templates that I make that have multiple moving parts and are perhaps a little more complex I like to have a four-year reference section which is basically most of the time databases that you want to have on hand in this case this is a shortcut to the main database that houses like all the meat and potatoes and then these are other databases that do connect with this one okay so that's what this is is to kind of keep that all in one place so it's convenient to get to and then next we have edit these templates with your brand these are the invoices and the receipt templates here you can also find them if we go to the main view here and in the new and this little drop down these are all those templates right the idea though is that instead of having to scroll all the way down go to the arrow pick the thing they're literally all listed here it just makes it easier to get to so that's what that's for and again these have the ability to customize these with more of your brand colors or if there's certain things you want to have for default invoices it's quick you can quickly edit them there and then additional resources that has the camera templates as well as a little time converter the canva templates I like to include these because when we're talking about templates where you're reaching out to other clients right or your the presentation matters a little bit more I like to include canva templates so that you have basically what's in here for example let me let me uh let me go to the simple invoice for a second just I'll go over all this in a second I just want to show you what I mean you see how there's an image here you might not like this image you may not like the colors or whatever but I include the canva template so that if you want to use what I made with the little circle and all that you can change it and of course this is the same block so you change it once and it will change it for every other template so the canva stuff has this and has a couple other images I believe so that you have quick access to making this match your brand that's what that's for and then the time converter that's actually probably the most simplest part of this whole thing it's literally just to help you convert hours and minutes so that you're not trying to do those calculations on your own so let's do or on your own I mean like having to go elsewhere to do it or you know hurt your brain so this just converts it to Total minutes and total hours sometimes that kind of calculation can be helpful so you can always duplicate this where you need it if you would like to do that so we're going to start before even reading all this and going in into all these we're actually going to start with this database because this is the most important part of the whole thing okay so when I click this it's going to shortcut it's a shortcut to the database it is and that database is actually it's here this is not a copy this is the original right here so I'm going to go ahead and click on it and here we go so this is the ad view this is for a quick adding your invoices this is all of 2023 you can always change this this filter here to make it so it's not 2023 so it's 2024. the idea is that this database lasts longer because you might want to have all your invoices in one space and it's easy to kind of separate them by years there's another template that I made a business expense is one where there's a new database per year because that was the better way of organizing it for me so there's so many ways to skin a cat with notion that's one of the best ways about it but in this particular case this database should last you several years is the idea you don't need a new one per year so you just have to change the filter and you have to change the year that you want the filter to default to okay next we have not sent this literally contains everything that has a sense status of not sent we have not paid and that actually goes by this which is not your typical you know status thing this is actually formula we have a partial paid again formula we have paid which is like a hundred percent all good we have estimated taxes income by quarter taxes by quarter not paid by clients so you can see these don't just have the not paid status this is everything that's incomplete right there is missing money here okay and then we have paid by client so this is only going to be a hundred percent what's paid and we have income by year so like I was saying before one database can rule them all you can have multiple years and it will sum the amount that's been paid by year so you can see by year what your income's been pretty pretty cool View and I believe that is all of the default views so before I get into the specific views and everything I actually want to run over the actual template what that looks like and I think the best way actually for me to do that might be to create a new one so let me do that okay so this is everything you're gonna see when you make a new invoice I know it looks a little overwhelming at first but I promise we're going to break it all down okay so first off this is one of the templates this is the billable hours invoice and this is the actual invoice that you would create and use for your client this is the part that you see okay so this is for your client this is for you this is what's important to you as a business owner as you can see we have some different boxes here different properties one thing I like to include is a client section and if you have your own CRM or your own database right that holds all your clients this is a great way to connect them so I have some examples here you know never met them in person but you can make this relation and add it to your CRM for now I Wonder Woman's gonna be the client payment status this is really cool this is going to tell you what to add until you've added everything and then it's going to tell you what you're waiting for in terms of a client so it's saying to add a total do let's say Wonder Woman owes me five thousand dollars okay now it's saying add a due date brilliant we're gonna go down here oh look there's a due date she owes me that five thousand dollars by June 1st let's just change it again add amount paid um Wonder Woman hasn't paid me a dime so I'm gonna make that zero oh it changed to not paid if I don't include that zero it's gonna tell me to add it okay so I want to make sure that I say it's zero so I know very clearly nothing hasn't been paid yet okay so now it's telling me basically what I'm waiting for the client before with any of the missing information right it's gonna tell me to add information so once I've added the information that I need to know then it's going to say okay in terms of status we're waiting on stuff right okay so that's that's kind of the first part of this the second part here we have some other things invoice number whatever your invoice number is you just copy paste it here it's just to keep track of it nothing really fancy invoice sent okay this is good to know let's say you send something like two months ago and the payment was due like last week this is good to keep track of basically the timeline of things so that's what that's for last payment received this is important so let's say Wonder Woman actually did pay me some money she paid me 500 dollars oh several things changed here and she paid me you know last week this is again the help with some filter things okay but this is important whenever you get a payment you have to fill this in whenever there's been a payment received and this also helps with this and I'm going to go over this in a second so last payment received you want to keep that updated of the last payment you received was you know March right and the due date is coming up it just it helps to know helps keep things on on schedule payment link this is for I use wise.com a lot for Bank transfers and stuff for receiving payments cut out in the most cheap way for clients and for me it's the least amount of transaction fees for like Bank transfers so I like to have and keep the payment link so that I don't lose it or I have to go into the account and find it right and all that I just copy and paste it once I've made the little payment link and then I have it I can just click on it to see the information again could work with PayPal too you know stuff like that that's what this is for just holds the URL invoice file and receipt file are the same thing you could upload or embed files here so what I like to do is I'll make the invoice in notion remember this is the invoice and this is for them um by them I mean your clients so I make the invoice in notion right and then I might export as a PDF and upload it again here so that I have a file here and once they've paid it and I can give them a receipt I have those files here that's so that way I can easily Download a pdf you know if it's here I take a few extra steps to make a PDF whereas if it's uploaded in this property it makes it just easier to download an instant PDF and that's great okay now we're getting to some more calculations we have estimated tax estimated total after tax year updated created remaining due Actual taxes due actual total after and quarter so let's break it down estimated tax and estimated total after these properties calculate based on the percentage that you choose how much you're going to have to withhold for taxes not based on the amount paid but the amount due So based on five thousand dollars with whatever um the template I have I think it's yeah 25 percent and I'll show you how to change in a second so 25 I have being withheld for taxes so based on the total due here I should be putting away 12.50 and I would only have 37.50 afterward after I withhold these okay that's based on the total due but the actual taxes down here and the actual total this is based on the amount paid why you could just have a simple invoice where it's like you put in the amount that's due or you check it off that it's paid what I wanted to do here was to be comprehensive so let's say someone tipped you let's say Wonder Woman was like the bomb and had some extra money to spare and gave you seven thousand dollars well that's awesome based on the estimated taxes this would be incorrect right this however is not so she paid you more therefore you have to withhold more right this also says that you know she went she went actually paging more than what you were owed right by two thousand dollars that's pretty cool so the taxes due now is 17.50 the actual toll that you've had after is 52.50 whereas if she just pays you the 5 000 then we have a different different numbers that are owed right but this matches this because this is the total due and this is the amount paid that way you're always having accurate information you can estimate what things will be but then let's say someone doesn't pay you everything yet right let's say someone only pays you half of that right you're not guessing you're not having to go and calculate somewhere else you have those calculations right there I just think that's super convenient for you know making sure that you have the accurate information it cuts a few steps I think so that's what that's for okay so you have to keep this amount paid updated that's a really important piece to this whole thing remaining do does some calculations for you based on how much it's been paid based on how much is due it just lets you know how much is remaining that way you have a quick calculation if you need to be like hey you know update a client there's like twenty five hundred dollars still remaining you know can we follow up on that that's already calculated for you it's just it's one less step you have to take quarter this automatically okay and this is where these dates become really important this automatically calculates based on the last payment received when you should probably withhold those taxes so in this case I said that the last parent received was in March marches in quarter one right if I do April April's in Quarter Two so I know that okay some of this money right that's being withheld probably needs to be paid for quarter two's taxes because as someone who's self-employed we have to pay quarterly taxes and that's what this is for this is kind of the bigger glance is quarter glance that way you can see okay I made this much this quarter and I owe this much this quarter okay it automatically calculates that which is pretty cool and then we have updated and created these are just these help sort things all right and then in here you have the invoice here a new receipt button a note section and installments as you can see I have some example um installments here what's the installments thing for this is so that let's say you send one invoice and instead of sending multiple right for multiple payments you could do that you have a single invoice and in a contract you agree with a client that they're gonna pay you four times you know so let's say it's four thousand dollars and we're gonna remove the amount paid for now for a second I'm gonna make it zero so it says not paid so we're down let's say you know it was four thousand dollars and let's say Wonder Woman has paid you know two thousand dollars so far well it's telling me to update the invoice and when it says update invoice it's saying update this so the amount paid so far has been two thousand dollars right the last um paid date or whatever the last payment date excuse me that should be May 9th and then we know okay I I added that and I added that one we're good right this information has been added up here so this is all accurate information right if I if I add this I know check it off I need to be careful I need to make sure this is accurate and I can see if it's accurate by this automatic sum tell me what's been paid and then just adding it here so I can see it here and other things can run their calculations it's just helpful because if you have a contract where you allow people to do multiple installments or multiple payments this accounts for that right and then we have these here so this template is going to be different depending on the tempo that you selected this is the billable hours so this is going to be the billable hours invoice the receipt as of this video is the same okay this is a single receipt I use this for everything you could change this if you wanted to you could add a different receipt but for now I I like this receipt and I use this one receipt whereas this is going to be different so I'm going to go into this for a second okay so this is an example of an invoice template here I have these little red blocks to kind of indicate what you're going to want to change so you don't forget but otherwise the layout is the same it's pretty similar throughout but there are different features each one has so billable hours the benefit is that in here in the main invoice you have an hours and a per hour rate and then it calculates the amount so I'm going to create a new service because it's billable hours the default is service instead of product or discount here new service we're going to call it notion template creating I spent an hour on that and this is Wonder Woman we're talking about so you know I did a thousand dollars an hour and I did five hours she owes me oh no it was four thousand so I'm gonna do she owes me four thousand dollars because I spent you know I have a thousand dollar power rate four hours boom there we go cool then I would add the total four thousand and then I would add due date and because we're spicy the due dates today boom and I would remove these little red boxes and and of course add this information here so that that's generally kind of how it works right but here's where some things are are interesting so first off I don't know if you can see it very well but you see the the red here right as I showed you earlier if you change this photo it's actually going to change it for every single template if you change this photo it's gonna change it for every single template then if you change this information down here you can delete this little box when you're ready but this information here is really important and when you change this it's going to change it for everything what's the benefit of this well I have contact information here I have payment information here or instructions or check information mailing addresses what my time zone is right in terms of banking and expectations there this is great for different people to know this is whatever client you have this is going to be accessible on every single client's invoice and if you change it once if I if I change this contact information to be accurate it's going to change it for everything so the information is never outdated and that's really really really cool similarly in terms of branding if you change this once it's going to change it for everything you might want to have your own thank you so much you know message and similar for this little symbol you change this it's going to change it for everything this is great for things that you just want in terms of coherence and accuracy in terms of information the rest though has got to be specific to the invoice itself because the invoice number shouldn't be the same right the client you might have a same client but the invoice itself should not be a copied pasted thing okay so this information should be unique all this should be unique but this right it doesn't have to be but I would advise against putting any specific links in here so for example I have instructions about the payment information I say you will receive a wise.com payment request but I don't include the specific link to the payment request in the synced block because then every single client will be able to access it and kind of see some private information right I don't want them to know how much Wonder Woman had to pay me I don't want Superman to know that so I'm just going to leave General instructions here so they can be aware of it but then I would actually send them privately the payment link or you know however I share it with them okay so this is an example of the billable hours one how do I get to the template again invoices billable hours if I want to change Wonder Woman specifically that's going to involve going into the table and going into the ad section because I added it today this filters it by what's been created today that way you can change anything that you need to change pretty quickly okay so if I want to change Wonder Woman specifically I had to go in here and boom you know add a invoice number right Bill two Wonder Woman date issued today due today project title Wonder Woman's notion building you know custom motion templates for Wonder Woman and then I might use some of the same information and then apply it to here so the invoice number let me copy and paste that I'm going to put it here right the invoice sent I said it today payment link that's not in here you could put that in here right I like to keep it kind of simple where I keep the payment link for myself but I sent an email and I upload this invoice so that this matches the payment link online the invoice file I would print this out right I'm not going to do the export because this does not do it properly I have another means for doing that but this is where I would say the PDF and I would upload it to the invoice file here right and I need to send it so let's pretend that I sent it and we're good but if I want to change the template let's say I want a different default let's say if I go to the billable hours and I want it to have the company title in here well I can have Cult of notion billable hours invoice it's not going to change Wonder Woman's if I go back right Wonder Woman's is going to be the same it's not going to be Cult of notion but if I do a new one and I go in it Cult of notion so that way this title is how you want it and you might not want the billable hours indication there for this that's okay what's important is that this title here has it so you can tell it apart this has billable hours in it and this you could take it out of it the idea though is just so that way you know what you're editing you can keep it in but you can remove this all together and you could just have invoice right so if I make another one this one's not going to be updated let's make another one then we have boom Cult of notion and voice so that way the default is how you want it right boom okay let me get into the invoice types while we're talking about invoices and then I'm going to probably go over to the other databases here because they're going to go they're going to be very involved with the invoices so as you can see there's a little quick note here the simple invoice template found in the invoices section this formatted differently than the other invoices to account for Notions native PDF export limitations but it does not utilize automatic calculations this is the symbol invoice and it's here right this is the same but this is not so if I go in here oh see this this is not a normal database table this is in basic basic table this is just for if you really want to use Notions export function here for their PDF if you really want to just use that this is going to print the best by itself this is not going to print very well with one of those other databases that you saw earlier and the billable hours one so if you don't want to use any third party anything and you just want to stick to notion this is probably your best bet in terms of PDF exporting however I don't like using Notions exporting I really like using something else and that something else is fire shot Pro they also make a free version you can use too and what that does is it takes a screenshot and it keeps the formatting the same it keeps the database looking the same it doesn't change anything about it and I love that because that makes it way better looking right it would actually retain the look of the spillable hours invoice so it would retain all this information and not jump all up and make it weird and you know there you go it can save it as a searchable PDF it's not an image it takes a screenshot but it saves it as a PDF it is searchable so that's really really cool you can do that for free it's one extra step but you can use notion for it then so that's what the simple invoice is for it's to keep things completely in notion but it does not have some of the extra really cool features like this so these invoices are much like what you saw earlier at the billable hours these these two are very similar by the way new quantity the only difference about that is that instead of saying per hour rate and hours it's just quantity and price but it functions the same it's just different presentation so that if you wanted to have products instead and that's the default for this one you know that's what that's for these two here are a little bit different so let me check out let's check out face discount first kind of invoices here this top half is the same this is not okay and you can't see it from this View but if I go to click open okay you're gonna see some more properties here this and this this this fixed discount and this number off properties these are not included on their other invoices okay this is so that way let's say I have a discount that I want to add we have you can actually see there's a discount working here right there's nothing selected how is it working it's working behind the scenes so I'm going to remove this for a second and then and that discount goes away but let's say I really wanted to have a fixed discount for this person who's owing me 15.50 I could be like you know what I want to give them 50 off or a hundred dollars off or ten dollars off I just had to click it and it automatically takes that number implements it into the amount for you boom done right it's not that tricky to do it but it'd be kind of weird if I were to go discount and actually I'm going to change this to the template of discount which is here you can remove this one if I did this and I did you know 500 could I do it like that I could do it that way it's kind of confusing because essentially I'm saying to the client you have a quantity of one and a price of negative 500 I could do it that way and that's what the other templates allow the other templates allow you to do it that way but I thought wouldn't it be cool if you could have like a number of different invoices to choose from so you can like automatically select it and it pops up and it works for fixed invoices but it also works for percentages so I'm going to show you that in a second here now let's check out the percent discount this one is probably even more helpful in terms of calculations and stuff but I will say it's not as simple looking okay so what I've done is let's say we have um a product for now a product of uh see two Apple computers just for just and Googles and we bought five of them for you know fifteen hundred dollars and about five of them okay that's all normal what's different though is this part this is a separate table okay this is not the same table this is a separate one and we have a similar thing where we can actually pick the discount in here let's pick um well I still want to pick it for this part see this is the initial tone it's the discount but you can see I picked the discount here and there's a little calculation going on so what I have to do is I actually open this up and I say oh the previous total the one from here was 7 500. boom that's the previous total and it shows up there the discount I want to do 50 off because I really feel nice right now oh no but nothing's showing up because I have to open up this one again say the previous total the previous total was 7 500. boom there you go it automatically calculates how much the percent was and gives you the accurate number so you just have to pick whatever percentage you want and you're good so let's say I didn't want to do 50 off I want to do 10 20 off boom it already changed it so that I can see isn't that great and then the client can see oh they gave me a 20 off discount right boom and the calculation is done the only thing is you have to open up this one and just add the previous total but it will do it for you so if nothing is selected right there's no there's no discount here that's fine it just so it just shows you the total so you could actually if you wanted to you could just get rid of this and there's no discount that's redundant because this is the same essentially the same thing as up here but it's not gonna not gonna mess with your total so that's how that works and then you just fill in the total just to make it Bolder if you have tax you can add it and delete this for now but if you have you know specifics um specific tax and stuff there's another one for that for sales tax specifically and I'll go over that in a second but you write your total here that way it's a lot easier to see and the date that it's due you know because we're really mean it's going to be due tomorrow so that's how that works if you didn't want the new invoice plus percent discount you could change this to just invoice but you don't want to change this out here because this helps you realize you know it helps you know from a distance before even clicking on it what this is for okay all right so let's check out the fixed discount and sales tax okay this is going to be the simpler uh between this and the percentage this has only two tables like what you saw with the percent discount and so it works again very very similarly I'm gonna pick you know a new product and it's going to be 500 each boom that's the total the discount that I had oh I need to make a discount my bad new discount the fixed discount is 100 off so this is accurate it should be only 900 I don't really need this quantity oh there we go right and then we have sales tax so the total with the discount I need to open it up I need to add it previous total the previous total is this number nine hundred dollars and then sales tax um just like the percentage one I can pick the state so this you're gonna probably need a message depending on what you want to do but this actually has all the states in their you know state sales tax included so I'm in Virginia I'm gonna do Virginia and I need to add the previous total okay if you're not seeing a number it's okay you just need to add a previous total previous total was 900. and there you go it's adding the estimated sales tax for me so that's how that works and then I just 947 and 30 cents right that's how that works pretty cut and dry the one that looks a little bit more um crazy in terms of just tables is the uh percent discount in sales tax so that works so similarly well there's an additional table in order to keep the you know selecting the discount so I'm gonna do the same thing 500 right and then we're gonna add the initial total which is a thousand dollars I gotta open it up here previous total discount I just had to select it 20 off but I have to add right the previous total to this one too boom there we go and then there's gonna be sales tax and then I have to add the previous total which is not this original number it's going to be this number previous means just the one before it in this case so the total with discount was 800 previous total eight hundred dollars sales tax again my state is Virginia gotta add a total for this too previous total was eight hundred dollars there you have it there's my sales tax there's my total with a discount that did not take long and that's a notion and if I wanted to print this out I would not do it from here excuse me from here the export I would use fire shot in my browser I would open this up in my browser use that extension and it gets it all pretty for me it's very clear a client can then see okay this is the total with a discount in sales tax this is the total with a discount and then this is just the initial total this is what it was going to be before everything right and I still save money that discount really saved me money right if I didn't have that discount I could delete it and I just had to add the previous total to correct it for both remember so that's a thousand dollars as a previous total and this was a thousand dollars there you have it so that's how those work those are kind of unique invoices because I haven't quite seen this done much but that way you can have stuff you know saved in these databases and I'll take you there next I just it makes it kind of cool makes it in the process kind of kind of fast I would say especially once you get the hang of it so then I'm going to go into these so you know how these work these are the databases this information comes from the tax Foundation okay this is everything that they had in here I just imported into notion this is not this is easily accessible information by the way I just thought it'd be really cool to incorporate it into a database so I have all that information here I just imported it and literally that's all this is this is a database this information and the roll up from the previous one is the state tax rate you could change the roll up so that it was choosing something different but that's what that's what it's doing right now all right and then we have the percent discounts so what I recommend look at that that's all that's going on but it works so well in the invoice so you know I might have a few different ones to choose from right that I that I like maybe I name them special things and it's going to show up on the invoice right I would add all these if you want and you can just pick them during the invoice you could also save templates that already have these picked out it's one more thing that you don't have to like add manually and then last but not least fixed discounts right similar concept but the formulas are different for those templates so that's those and then invoices and receipts I want to show you the receipt so back in this I'm going to open up Wonder Woman's receipt again as you saw we have the invoice and we have a little receipt button okay I keep this in a synced block because it just makes it easier to make one change and then it lasts but you don't have to if you don't want it to be in a sync block you can unsync it okay but basically you press this once it makes a new receipt and then I would drag this outside of the block so it's not in the red anymore and then edit it from there and this is super simple too simple symbol two you have a viewer seat and then this is just to acknowledge that a certain amount was paid right and this could be really helpful too if you're tipped or whatever you know the company um or the person that you're working with has an official document from you that says what the amount was that they're claiming that they paid you so that way everybody everybody's documentation is accurate and if you want to make changes you just press the little edit button little gear icon and click on it and you could change this to just receipt instead of new receipt the reason why there is a space here instead of it just being right up here is because it automatically opens up and I never like that so I keep a little space here so that way it when it when it makes a new one it doesn't automatically open this up for me because I want to be able to drag it out first let's get into the views okay new is just for that it's just quickly being able to add a new invoice there's also buttons for when you've want to create one but you haven't sent it yet or are waiting to send it and then sending one that you've earned sending one creating one that you've already sent this is just a quick access way to do it so you don't have to open up everything all the big stuff this is to quickly review what's going on in terms of activity okay and as you can see we have various different indications here we have a partial payment but again it's not fully paid we have seven pay seven days past due six days 33 not paid at all right this is coming up as recently paid because the amount paid and the last payment date was recent enough to come back in this is Wonder Woman's right this is the one that we did today and it's coming up under the recently paid because the last payment date was May 9th which is today I believe the filter is doing so it's doing it at least a month if it's within a month it's been recently paid so this is based on the formula if it has anything that's passed and it's not the little paid symbol it's going to come up here so it's going to be a lot of outstanding stuff but you have different different little tabs for what's overdue and what is coming up okay that way you're not like you don't have to be overwhelmed you can just check out one or the other okay similarly with this if you have like a lot that's been recently paid you can kind of filter it down by what's been partial and what is fully paid so let's get into this one we have a taxes View and then this is the main one this has again all these different views so this is the original database here this shortcut up here the shortcut takes you to the original of this right it's not housed in the page we just came from it's its own thing so the reason I do this is because it's a lot easier to fine-tune this database how you want it and then you have all the views you want and it's so much easier to like copy of you so what I mean is if I wanted another database and I wanted it to be the advanced invoices database I can choose My Views so easily because pretty much everything I could need is there right let's say I really want to see the income by quarter in a separate area it's just already there you know so I like to tweak the main database and then I have really great views to choose from and if you didn't want this one anymore there was too many views here you could always turn it into a page drag it back up here to the for your reference and you could always get rid of the shortcut but this whenever it has a little arrow that's the shortcut and when it doesn't this is the original database you always drag it up there you can always create another one like it create another view that you want right so I could just have you know what is uh not paid right if that's the only view that I wanted okay there you go right for now I'm going to leave it like this that way it's easier for you to tweak it how you want to and then keep those changes and then last but not least we have a tax withholding calculator so like how I mentioned earlier estimated taxes estimates what you're going to have to withhold based on what is the total due what your invoice says but the actual has it based on what the amount paid is so again if Wonder Woman paid me more than I was actually owed this would reflect that whereas the estimated would be behind it would be inaccurate information this is just to kind of get an idea before you're paid how much you're going to be having to withhold just to give you again kind of being able to be proactive about your finances that way whereas this tells you what you're actually looking at now if you want to change the percentages I believe both are set to 25 percent you just have to change the 25 to whatever you want the 0.25 to you could do it to 30 right and you have to change it for this too you could change it to 30. and then this will reflect that and you need to change it for the actual as well so you have to if you want these I mean you could you could do it different right you could have estimated tax to where it's actually you know um more or less of a percentage right it's really up to you um but I like I I keep it at 25 for now for this initial demonstration and the actual same thing you just change this number and this one so that way it reflects the percentage that you want to withhold so you always know you have that information and then we have this month actual so this filter is based on when the last payment date was okay and it's not going to tell you anything that hasn't been paid at all so I have so if the amount paid doesn't even equal um zero it's not going to show up here because all you want to see is what's actually what money you've actually made right and it again tells you the taxes based on that similarly taxes by quarter this is the actual taxes that are due and this shows you everything else it shows you the amount that's been paid right here and then the actual taxes that are due and the status of each invoice and you can see it by quarter so this one because it doesn't have a last payment date it's not showing up in a quarter so if I changed it though and I add a last payment date which might be you know last week it's showing up in quarter two if I change it to January it should be quarter one there we go right and then there's nothing here because we don't want anything that can't be assigned to a quarter and again you have various views here for your convenience but I think we covered everything there's a lot of thought behind the actual behind the scenes of the templates it can take some time I should say to get used to but I mean look my DMs are always open I would love to get in contact with you guys to meet you kind of know what you need what you're how you're using this you know what your business is I want to connect with you so if you have any questions for me feedback for me um anything hit me up please and I will get back to you as soon as I can again I really want to thank you so much for taking the time to First do this walkthrough video if it helps convince you to buy it I hope that it does because this has been really thought out and similarly if you've already purchased it I hope that this helps you feel very confident in kind of stepping into this template I know it's it's got a lot but it has been put there intentionally and that is the advanced invoices and receipts template thank you I hope you have an incredible rest of your day thank you so much for watching and I'm rooting for you and take it easy okay bye [Music]