Create a Simple Invoice Generator for Quality Assurance

Simple invoice generator for Quality Assurance

hi my name is Scott Lindsey I'm the development manager at ex automation today I'm going to give you a short demonstration of a new product called the invoice generator the invoice generator is used to coordinate the administration creation and supply of invoices to customers you combine your client customer details with your products and services and if needed exchange rates to produce professional looking very user friendly invoices for your customer customers and for your business when you start the invoice generator you'll be presented with this page which gives you the invoice template that will be populated by the system you can supply your company name and your company logo here at the top and all the details for the for the invoice that's under in construction or creation is displayed here I'll just give you a quick demonstration of the invoice generator and an existing invoice that we've created everything's controlled from this menu control um within the invoice generator so here this invoice we have three items already included the invoice uh the quantity the unit cost for each of those items and in this case it's Consulting product or other Consulting items and then the base currency for that particular unit cost so in this case it's Australian dollars now now the in this case the client um is in the United States and the invoice has a display currency of the United States dollars the exchange rate used is there specified and the total in US dollars is displayed now this client was actually let's say in uh Great Britain we can actually change the currency to display in a different uh currency and it will then go and recalculate the invoice based on that exchange rate stored within the system and you can I'll just set this back to the US Dollars you can also change the customer the staff member and also add more invoice factors as needed to this invoice so I'll go and add another invoice Factor here for support um let's say it needs another four another 34 support units and I click add and I'll add that item to the bottom of the invoice as you can see now here we can H we we can view the invoice clicking view invoice and we can now scroll around the invoice and see all the values that are included including the titles you have the options a set of including your company name down the bottom of the um invoice generator template you can include text here uh for instructions to your customers you can also have comments on this particular invoice regarding payment you can include some generic fine print and also farewell statement for your customers and we'll return back to the menu now you can also print the invoice from this menu click print invoice and it'll take you to the print invoice page here you'll have your company name and your logo now I'll go back to the main control menu there and just quickly talk about um the other functions that are available um within the invoice generator product you can create invoice basically you create invoice from this menu when you when you're beginning one initially you can also add staff members that are part of the list of Staff members available to use the invoice generator you can specify new customer details so all your customer details are stored in one place the key aspect of the invoice generator that makes it flexible for most businesses is is the ability to create as many invoice factors as are needed for your invoices to be produced this case we only have five but there can be many hundreds of these depending on the number of products and number of services that you provide basically just specify different product or service for each uh invoice Factor determine the currency and the cost per unit and then when you're creating an invoice those invoice factors will be available for selection by the drop down menu that we saw previously the last thing here is the exchange rates and this is where the international uh invoices can be created via and here you specify the currencies that you want to track and use for your invoices and specify their amounts exchange rate to the to a single US dollar okay well that completes the brief demonstration of the invoice generator if you've got any questions on the invoice generator um please contact us at our website at .x automation.com and we'll be happy to answer those questions [Music] [Music] okay