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Proforma invoice sample for advance payment for small businesses

simply pay is an invoicing tool that allows you  to create invoices so that you can send hosted   payment links to your clients via email and  text true to its name it's a simple way to get   paid for your products and services that you are  invoicing for just create a link instantly send   it to your client and they can pay you through  a secure hosted payment link so this video is   a brief overview of how the software works and  the customizations that are available to you so   let's take a look at some of the features  of the software so if you haven't created   an account yet head over to the home page of  simply pay and hit the get started button and   just fill out the required information to set up  your account there is a free option so if you want   to take it for a test drive first you have that  option to do so once your account is set up you   can log in and it defaults to the dashboard which  is a running list of all of your invoices before   we create the first invoice click the settings tab  to configure your account you'll want to start by   filling out the general details section which  is your company contact information and tagline   check whether you want email notifications and  just click save to update the changes next you   can upload a company logo image which will show  up on the payment page or the invoice page that   your customers will see and last you can come  down and set the terms and conditions for your   company by either placing text directly in this  box or by pasting a url link to your website in   this box save your changes and then come back up  to set your payment integration under the merchant   details section there's two options stripe is  for worldwide use and card connect is for us   and canada-based companies you'll only use one of  these options at a time so select your preferred   option and complete the integration as follows  for card connect you'll simply copy and paste   your merchant id number which is found  inside of card point on the my account tab   as shown here just copy it and paste it into  this entry field and update the settings and   you're good to go for stripe you'll just click on  the connect stripe button and follow the prompts   to log into your stripe account and connect it to  simplypay now that your merchant account solution   is set up let's create our first invoice step one  is to start by clicking the create form button   on the main menu just enter a description of the  product or service that you'd like to invoice   for and type in the corresponding dollar amount  if you have multiple items you can just click   to add a line and then repeat the process as  necessary add as many items as you would like   and the system will auto total the amount due the  invoice auto populates to the current date and you   can customize the invoice title if you'd like but  it's fine to leave just the date click next and   you'll have some options that you can configure  some of which can be set to default options that   you'll likely use on every invoice like the terms  and conditions box for example as we discussed you   can paste text directly into this box or if you've  selected a default option from the settings tab   it will auto populate whatever you pasted into  that box right here then you can check or uncheck   the remaining items that you would like to have  included or excluded on the invoice entry fields   click next and you're to the send invoice page  just type in the email address of your customer   and the email address for your account will be the  default sender email address if you want a text   notification with a clickable link for your  customer you can simply check this text sms   box and a phone number entry field will  appear fill out the phone number and when   you click send your customer will also get a text  message with a clickable link to pay the invoice   next you can type a subject line and customize  the body text of the email that your customer will   receive finally just click send and the system  will email and text if you've selected that option   the invoice to your customer this is what the  email that your customer will get will look like   if you've customized the email text before  you've sent it the text will show up right here   the line items for the invoice are displayed and  as you can see it has a nice pay invoice button   that when clicked takes the customer over to the  payment page if they've received a text message   it looks like this with a standard text and a  nice payment link that'll take them to that same   mobile friendly payment page the payment page  has all your company information that you added   to your settings tab such as company name  logo and tagline when the customer clicks   to pay the payment entry fields drop down once  the payment is made you'll receive a payment   confirmation from simplypay and the invoice will  be marked as paid here on the dashboard inside   simplypay if you need to edit an invoice do so by  just clicking to edit and modifying anything that   you need to before resending if you simply need to  resend the invoice again just click the gear icon   and the mail option and it will take you directly  to the page where you can share the invoice and   you'll just type in the email address again and  resend the invoice to your customer or client   so that's the basic functionality of simply  pay and if you're looking for a simple tool   to collect payments from your customers just  head over to the home page and get started   with a free account thanks for watching as  usual and be sure to tap that like button   share this video with a friend 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 merchant accounts payment pages   and general payment collection topics until  next time i'm brian manning have a great day you