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Self employed invoice example for Planning

hello and welcome to this short video where I'll be running through QuickBooks self-employed powerful invoicing capabilities my next couple of minutes I'm going to show you how this can save you time in generating your invoices perhaps speed up your payment terms and help you get paid faster and allow you to keep in complete control of exactly where your invoices stand and your credit control is so this product can be used on any device we have an internet connection effectively for the demo purposes today I'm gonna be using my trusted I think so to begin with I want to start by opening my QuickBooks self-employed app i want to navigate to the invoice section here and i'll show you how easy it is to create an invoice so if i start by clicking the plus icon in the top right hand corner this is going to surface down my recent customers and also my address book from my phone here if i select the contacts in question i'll start by adding the invoice items here so i could free typos I could use Siri on my phone to actually talk to and as the exact work that I'm doing so a second of pre-populates with the frequent work you've done for customers and remember the last type price that you charged so in this example it is consultants in two and a half thousand pound here I could if I wanted to amend my payment details I could absolutely change these I've actually defaulted mines come free I could also amend my due date so if I had a custom due dates I could set that any dates I once either if I had standard payment terms with my customers or say 30 days or if there was no due date whatsoever because it's payments on completion I can make a note there I've also got the option to add amount to this customer and freetype just to really tailor and personalize this invoice now before sending I may want to preview the invoice to see what this looks like I'm just going to show me exactly what the customer will receive so first and foremost it will produce an invoice number for you sequentially automatic it'll include the dates that you're sending this invoice out you could here change to be your own logo I've used the QuickBooks self-employed for this demo purpose it's got a surface who you're billing and who it's from with the invoice line items that you've generated there and the amount and the due date along with my payment details and the message for the customer so I'm happy with this I'll simply close that send the invoice confirming via two clicks and that's done in my customers inbox waiting for them to pick it up and pay so that's how quickly it can be to get your invoices down and can save you a huge amount of time in the process so now let's look at managing and keeping on top so here we can see I've got a list of all of my invoices that I've done I may want to filter this I might be thinking actually I need to bring some money in so they'll have anything that's overdue but here I can see that there are two overdue invoices and I can actually see that they're viewed so I may want to chase I may just want to resend a reminder in the first issue instance or get in touch it that's perfect I may also want to look at is the only invoices that I've done what I'm actually sending to the customer so a couple of drafts so here I can see that I have actually got some draft invoices I may not so completed I haven't sent looking at this example is actually one that I haven't sent sir again very easy to just finish that process off get that email sent out to your customer which is brilliant I might also want to look up who's paid me this month I can easily see that information here so yesterday I had invoice 105 from 184 paid in six thousand six hundred pounds came into the bank brilliant day well you could actually use this a meal view to see this information individually now you can see here that most of the invoices have been viewed but if we actually look at invoice 182 groan badly this is due tomorrow and it's not showing as viewed so what that means is Graham hasn't actually opened this invoice I have sent for exam so I may want to get in touch with Graham's make sure that I've got his contact beach I was accurately and that he's received it and make sure that the payments gonna be coming through or in this instance I might again just give him the benefit of doubt and just to quickly resend that as a reminder and hope the grand makes that payments in time for tomorrow's due date for me so that's showcasing how you can save yourself a great deal of time in producing these invoices you can actually do this invoice live on the go so I had a plumber out to my house around two months ago now it invoiced me before he'd left the house and I paid him before he'd left the van you I'll show you how you can stay in complete control and know exactly where your invoices are who's paid who hasn't where you should be spending your time if you need to chase I've been QuickBooks car this has been quicker itself and played thank you very much for watching