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Performance invoice format for small businesses

if you're collecting payments online or over the phone from your customers and clients I'm going to show you a simple solution to make things easier it's called simply pay dot me it's an invoicing tool that allows you to create invoices with hosted payment links that you can send to your clients via email text or instant message and you can even embed it on your website there's no need to have your client read a credit card over the phone anymore just create an invoice link instantly send it to them and they can pay you through a secure hosted payment link so if you've ever struggled with the hassle of setting up online payment forms or payment pages and you want to simplify the process of accepting payments from your customers here's your solution step one is to head over to the home page of simply pay dot me and click on the button that says get paid now this starts the process of creating your very first invoice and payment link and it also starts the process of creating your free account there's no credit card number needed so you just fill out your name your company name email address how much is owed and then specify what your customer is paying for and click the Create my payment button the next page allows you to select a payment processor of your choice and the current integrations are PayPal stripe and card connect merchant accounts if you don't have an account with any of these providers there's links in the description for all three for PayPal you just enter your email address that's associated with your account and you're ready to go for stripe you'll need to log into your stripe account and come over to your account settings tab click the API keys sub tab and you'll need to grab the live secret key and the live publishable key just copy those codes and paste them in here and finally for the card connect option you'll simply need to enter your merchant ID number the next step is to grab your payment link by clicking the copy to clipboard button like this you can also preview your payment page by clicking the preview button this is the page that your customers gonna see when you send them the payment link next you just email the message to your customer to get paid after your first invoice link is sent you'll want to choose a password to finalize your free account setup as you can see it brings you back to the dashboard where you can see your first invoice listed right here if you want to create a sec in voice link just fill out the dollar amount and the memo line of the invoice and click to generate the second invoice again just grab your link and click away to go back to the dashboard you can see that the invoices are listed right here in order and you have a couple of options if you click on this icon you'll generate an embed code for you to put the payment link on your website if you click on the mail icon you'll generate a payment link just like I showed before that you can email to your clients and customers this icon will show up once the invoice is viewed by your customer and you'll also receive an email notification letting you know which invoice was viewed once you've completed this very simple and straightforward process there's a couple of customizations that you can do with your account from the Account dashboard you can click here to upload a logo which will appear on all of your invoices that you create you can update the username and password as well as your company name so again if you've ever invoiced your clients and had problems collecting payments this tool give you an easy way to help your clients pay you for your products and services so once again a free account can be created from the homepage of simply paid me thanks so much for watching and be sure to tap that like button share this video with a friend or colleague who you think might be able to use this tool and subscribe to the channel to get more tutorials just like this one related to collecting payments and online marketing until next time I'm Bryan Manning and have a great day