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Sale tax invoice format for small businesses

okay this is the first video of the invoice videos if I click the invoice icon on the main screen okay takes us into the invoice screen right looking around the screen some of the basic information you would have already seen in the other videos the filtering here much the same the auto date area identical you've got Avenue here to create the project group you've got your sorting down here you can export some of this information to a spreadsheet if you want so most of it's already most of it's already familiar right if I just quickly look at this screen here what does it tell me it tells me it'll give me the date of an invoice it'll give me it gives me the invoice number it lets me know if it came from a quote if the actual we have we created a quote and we clicked on the icon on the quote screen to create an invoice it tells me what quote number created that invoice okay and it gives us a brief information of the invoice this is actually the first line of the invoice address line I'm going to show you where that comes from it gives me the totals of what the invoice was it gives me the an Avenue to record a payment received so I'm not gonna I'm going to discuss that in a later video because this is very particular this information here editing an edit icon I can click the edit icon now and it will allow me to edit a previously created invoice and this is this previously created invoice see obviously there's no information here because I was testing stuff and mucking around so if I click something else I think this here's got some and here we go it's got some real information here that's how you edit an invoice now for now I'm just going to jump back I'm going to start from scratch I'm going to look at these two icons at the top left hand corner here this one here says tax invoice for Australians in Australia a taxi invoice means an invoice that includes sales tax for the rest of the world it's just an invoice that happens to include sales tax in Australia it has to be called tax invoice and because this program is first created in Australia and is now branched off into over 25 countries now they still call it tax invoice because this is where it comes from on this one here this is an invoice that doesn't have sales tax so if you're not required to collect sales tax or you're from a country that doesn't collect sales tax then naturally you're going to be using this particular invoice all the time I'm going to just click an invoice to create that includes sales tax right so when the invoice screen opens up you will notice that everything's all blank there's nothing on the screen to start with you have your date box here naturally you're going to enter whatever today's date is now because this is the cursor is blinking on that box any box of curses on it's going to change to pink because it just lets you know that's where it is now the reason I've moved that here is I want to show you something see how this box here and this box here is green and all these other ones are white these two boxes have to be filled out before you can go any further if I keep going now down the screen if I keep pressing my Enter key for example C comes up and says you need entries in the green boxes it isn't going to let me go anywhere I can't go down to here I can't do anything unless I have information in these two boxes that works the same for the quotes and the purchase orders you need information the green boxes before it lets you go anywhere because normally when you're creating an invoice you're creating it on the actual day you're issuing the invoice if you actually double click on the date box it will bring up instantly today's date now if that is not the date you want it dated you can obviously go and change that or you can if there's nothing in the date box instead of double clicking to start with you can just put your mouse cursor in there click on the little calendar that comes up and you can select whatever data it is you wanted so if I want it to be the 17th I created that I can select that so I press enter now and I'm into the first line this is where you enter the information who the invoice might be to so in this case I'm going to say Mr Smith so I'm creating an invoice to Mr Smith now I want to point something out see how that went to Capital then as you're typing away easy as there's an auto uppercase process in place so as you're entering the information on invoice it's automatically the moment you press enter it's automatically going to convert that information to uppercase this happens for all of the invoice now I know that some individuals don't want that to occur if you're an individual that never wants that to occur on any invoice or any uh quote sorry any quote or any purchase order you there is a setting under the setup and I will show you where that is later but you can set that and turn the auto update feature off now when it's off it means that you can enter in any information to these areas of the invoices and quotes Etc and it's never going to change into uppercase for you but that doesn't mean you can't turn it on temporarily for one or two particular invoices and I'll explain something see here we've got an icon then icon here allows you to turn or change the auto uppercase for this particular invoice so right now the setting is set for auto uppercase the moment I type something in here when I type that in and I press enter it's going to convert that to uppercase but if I don't want if I if say for example I'm happy for the address book to be converted to application I start typing in information here and let's say that this was for because it's Smithfield's maintenance service it might be for a repair at 35 Peter Street now problem is is the moment I enter that and I move my mouse off that box it's going to change it to uppercase so if you're going to if you don't want anything to be lowercase after this point you might want this to stay uppercase when you get to here you want it lowercase switch it off so if I click this button it says change case now as I type something in from now on anything else I type in will stay at this exact same case that you've written it in right so now I've typed that if I press enter you notice it doesn't change up again see that it stayed the same so this allows you to change the case setting for this particular invoice if now go to create another invoice that invoice case one have changed the thing about this is now is if I exit this invoice and come back in the case setting remains lowercase for this particular invoice because that's now what happens I've now changed it and that's pertaining to the individual invoice because as you create a new invoice it automatically defaults back to the default setting from the setup area so just be aware of that and if you actually change the default setting in the setup area and say that I want it to be lowercase for everything I create but suddenly you say you know I like my invoices I like this line now to always be uppercase from my invoices so before you create that Click Change case and it will do the opposite of what the default is so because the default you've switched it to be lowercase when you turn this on it will create this a zapper case so now let's say now I wanted I want this box and this box to be lowercase so I've changed that and to actually get in this box guys if I press enter here did you notice before it went down to here this particular box is a notes box you cannot enter this box see it says here use your mouse the enter key normally takes you from here and normally to the next box but you have to use your mouse to get into here and I'll explain why when you're in this box here the enter key does not take you out of this box the enter key gives you a new line that's why you can't get into this box without clicking it with a mouse there's some allows you to enter additional lines of information and you've got a full line of text here that you can enter I think word wraps actually I'm not quite sure let me see I think if you keep going yep it does it's words wraps and continues on so you can enter as many lines you want in this box here to add additional comments this is great this is a new feature they put in this new program um so you can enter information in here and now if I exit out of that to exit out that you just put click your mouse out of it you'll see that stays lowercase now if I suddenly want this here to be turned up okay so I just switch it back off it won't change this because we've already exited out of those areas so now we can have this here three I don't know oh and I'm just a repair job for this guy whatever I'm just showing you this for now so whatever you enter in here um is now changed to uppercase did you notice that okay that's the basics of the invoice itself now I'm just going to change this here however because I do want to make this invoice look a bit better as we go along um what I'm going to put in here pay a job yeah replace door and hinges right now I'm going to jump to a new new video we keep these videos to around 10 minutes each so I'm going to jump to a new video because there's some more things I want to show you on this screen