Create a Professional Invoice for Teams Effortlessly

Professional invoice for teams

hi everyone and welcome to the native teams Channel my name is Barbara and today we're here to discuss a very important topic for all of you Freelancers remote workers and small business owners out there which is how to create an invoice to build your clients and collect your earnings so grab a coffee get comfy and let's get started now I know that paperwork might not be the most exciting part of your day but mastering the art of creating polished invoices is one of the most important things when building a successful career in the global geek Marketplace imagine you've put in all the hard work delivered top- Notch results and now it's time to collect your hard earned money from your clients this is where invoicing comes in it's like a best to make sure you're getting paid for all of your efforts when working in a dynamic freelance world and serving clients from all around the world knowing how to create an invoice isn't just a skill it's more of a necessity invoices are important for more than just one reason like for example keeping you compliant in the global market Place making you appear more professional as well as reliable and many many more Also let's not forget about the Practical side of things invoicing isn't just about getting paid it's about getting paid on time for example many Freelancers are managing multiple geks at the same time which complicates the money collecting process even more so if you know how to whip up a professional invoice you can collect your client payments right in time and hold your cash flow together without using any fancy software to automate the invoicing process so whether you're a new be in the freelancing world or you just want to pick up a few useful tips to elevate the process of building your clients make sure to stick around and discover all the details of how to invoice like a pro now that we've learned the importance of invoicing it's time to introduce each of the components and see what a professional invoice looks like so let's get started this here is our invoicing template which we divided into three parts first we've got the header which serves as an introduction as well as the first impression for our clients it is reserved for your personal details for your logo the date the invoicing number as well as all the details of the client that you're billing the second part of the invoice is reserved for the billing itself here you can describe all of your services at all the prices you want to charge at any possible discounts tax rate any shipping fees and of course the total amount that you're billing and in the last part you can include your payment instructions payment details and any other notes you might have for your client and there you have it this is pretty much everything a good invoice should include and if you stick around we are going to create one together all right so I went ahead and I already filled out this example invoice for us let's say that I'm a graphic designer I have my own company called Barbara designs and I had to create a new logo for a company in Slovenia this is how I would fill out the invoice for them I already mentioned that the header of the invoice serves as an introduction so the first thing I filled out was my personal information so I filled out my company name Barb designs uh my address my phone number as well as my email address now if you don't have a company name you should just add your full name so your first name and your last name once you finish adding all your personal information it's time to upload your logo in the right corner logos serve as a visual representation of your business and having one on your invoices will make you appear more professional and reliable give the document a dose of unique brand identity and reinforce your image in front of your clients next just below your logo don't forget to addit the date the invoice number and the payment terms in the date section you should add the date when your invoice is sent to your client the invoice number is your invoices unique ID to ensure that there are no mixups in the building process in the payments section it should include important building terms such as for example the due date for paying out your invoice you can see that I added the due date in one month since I send out the invoice just to make sure I will receive my payment in time now we're moving down to the client information section here you should fill out the res recipient details including uh the name of the client their company name their address and their phone number this part ensures that your invoice lands in the right hand and gives your client all the information they need for the record now we're moving to the most important part of your invoice the list of all the services you have provided this section is basically a breakdown of your work for the specific client including a separate line for each of the services you're bilding so make sure you accurately fill in all the details including a description of your services quantity unit price and the grand total for that particular item you can see that I added my logo design with the unit price of €100 once you fill in all the details about your services it's time to do the theat under the subtotal section you should calculate the sum of all of your items that you listed above which in our example remains €100 the next part is a reserved for any applicable tax fees taxes usually depend on the country and the nature of your business so make sure that you're well informed about your tax liabilities to stay compliant and avoid any potential legal issues just as an example I added the tax rate of 10% which is €1 in our case next you want to add any additional costs associated with the service you've provided such as for example handling or shipping fees and once you fill out all this information it's time to calculate the balance or the total amount your client needs to pay for your services in our case that's €110 now that you're done with calculations it's time to fill in your payment details including your name account number and other relevant payment details some invoice templates might feature an additional notes section where you can include special terms or a simple friendly thank you message now at this point you have successfully created a professional invoice and you're all set to collect your client payments now if you're looking for a solution that will spare you from making manual invoices and simplify the entire billing process for you I've got an exciting alternative let me introduce you to Native teams the all-in-one platform that provides Freelancers remote workers and business owners with all the solutions they need to work on the global market you're probably wondering what makes the native teams Clan invoicing tool different from any other template you can find online well there's more than just one reason for that for example if you're a freelancer working on the global geek Marketplace you certainly know about the payment struggles and hassles that are typical when dealing with International transactions the native teams platform is designed to streamline all of your client payments into a single centralized platform where you have the flexibility to request client payments invoice your Global clients manage your income from a multicurrency digital wallet and even get yourself a secure native teams card which can be used for online and in store transactions anywhere in the world through the native teams invoicing tool you can legally send invoices to any client out there without the need to open your own legal entity in your country this will give you the security that your invoices will be promptly and accurately paid out as they are sent through the native team's legal entities present in over 60 countries around the world this also means that you don't have to worry about any paperwork and complaints issues as native teams has your back for everything related to your local labor law now let's get into the platform and explain the steps of how you can invoice your clients through native teams okay so we are now logged into the native teams platform which features a userfriendly interface that is designed to provide each user with the Simplicity and flexibility they need to work including the process of invoicing Global clients to create an invoice using the native teams platform head to the payment section on the left side of the dashboard when you click on payments you'll see a drop- down menu that is spit into three sections wallet invoices and payment request click on the invoices option to access the native teams invoicing tool here you can start creating your invoice from scratch using the pre-programmed options that simplify the entire process now let's click on create invoice where we can fill out our first invoice The Front Field is always automatically filled with your name while in the two field you should include the recipient of the invoice you can also choose someone from your contexts which removes the need to add a client details each time you want to send them an invoice if you're in invoicing a client for the first time you can easily add their details directly from the invoicing tool by clicking on the add content button from here you'll be taking to a new section where you can easily fill in all the information so you don't have to manually add them each time you want to send them an invoice okay now let's fill this one together now let's say that my client is a tech solution company from Slovenia and I want to send them an invoice let's fill all the information out here we go now it's edit the next step is to add the issue and due dates of your invoice and select the preferred currency you want to get paid in now let's get to the most exciting part of the invoice which is filling in the details of the service you have provided when you click on the add item button you get redirected to a section where you can easily add details about your services and the amount you want to charge native teams also gives you the option to attach any files related to the services you have provided directly from your device or simply choose a file saved in your native documents so let's say that I am a graphic designer and I created a new logo for this company I will add logo design as my item quantity one and I want to charge €100 for it here we go now it's in the invoice now in the last part of the invoice you can select whatever you want to include your name in the invoice and if there are any search charges applicable to your service search charges are basically fees you can add to cover specific costs such as credit card processing fees or late payment fees when using the native teams invoicing tool search Chargers will be listed as a separate item in your invoice so that you can ensure better transparency and Clarity for your clients when they're paying out your receipt now when you're done with your invoice and you're done with filling in all the required FS just click on next button to review and confirm the details of your invoice if you want to edit your invoice once again you can click on the back button and continue adding removing or changing any of the details in the fields once you review your invoice details and you're happy with what you've done just click on send invoice button and now you're all set to receive your payment in the native teams wallet congrats you've made it to the part where you've mastered the art of crafting a profession client invoice however make sure to stay a few more minutes because I'll be sharing a few practical tips to ensure that your invoices are sent received and process smoothly timely and accurately so let's get into it now most Freelancers fill in the invoice issue date and skip the due date part not knowing that this can cause a delay in collecting their earnings providing a due date gives your client a deadline which serves as a timeline they should follow without providing a due date you just have to hope that your client will pay you in time obviously you can force your client to pay by the due date you set but you can increase your chances of receiving your earnings on time when you include one common invoice time frames include from 15 to 90 days however it makes sense to keep the time frame as short as possible whatever you decide we would advise you to discuss with your client ahead of time so that they know exactly when you expect to get paid even if you do include a due date in your invoice you can add an additional layer of protection from the late payments by including a late payment fee late payment fees are not only a good way to collect your earnings in a timely matter but they'll also encourage your clients to spare themselves from being exposed to additional fees and hence make timely payments as with other invoicing related topics don't forget that it's important to discuss Light payment fees with your client ahead of time before sending out your first invoice you can also include late payment fee terms in your contract so there are no questions or surprises from our client site if you're part of the freelancing world you probably know that misunderstandings can happen especially when you work on multiple projects and for multiple clients at the same time this is one of the main reasons why you should number your invoices so when a client has a question you can easily find and refer to the right invoice but also allow a more transparent and organized invoice tracking for yourself finally as much as a sleek and beautiful invoice will make you appear more professional you might also want to appear friendly to build longl lasting relationships with your clients for this purpose including a professional thank you note in your invoices will Aid a dose of friendliness and great customer service which can have a pretty great impact on how your clients perceive you and there you have it whether you choose to create your invoices in the manual way or through the native teams platform you're on the right track to smoother invoicing and faster clim payments if you found this video helpful don't forget to give it a thumbs up subscribe to our YouTube channel and explor Native teams platform to discover all of our solutions to help you freelance and work globally thank you for watching and see you next time CIA