Create Your Social Media Invoice Template for Operations Effortlessly

Social media invoice template for Operations

now we'll create a reoccurring um invoice um so and this will be made on a template so what we'll need to do is make sure that we are on the payment screen we're going to click on um the new um blue button and then we'll click on the drop down the drop down will appear and then you'll click on new reoccurring template okay so now we're setting up the frequency and the first first question is asking is how often so let's say we want to do uh a weekly um a weekly uh setting um we can click on the day of the week that we want to occur on so let's say we want to do it every Thursday um and then we'll um do this like every two weeks okay um we'll do the start so let's say we'll start it on the 14th and we will end it never or we can end it by and then we can select the end date here if we want to so let's say we go out to September 28th um and or we can do after a certain amount of occurrences so let's say they only want like let's say we're setting up for like five occurrences and then um we need to pick when we will send how in how many days in advance are we going to send out this invoice so let's say we'll send it like two days in advance all right so now since we have our information in the frequency settings section filled in then we so now it's giv us a message that says first invoice will be due on June 27th of 2024 and will be sent on June 25th of 2024 so now we're down to the template and we will select a uh a file to go into here this will pull in the information um uh any information whether it's a picture or um some type of um access to this uh template um whether it be like a file or whatnot um the next section will be for adding your clients's billing information so let's say we're going to send this to Sally um on the right hand corn on the right hand side of the screen you'll have your pay is still at zero because we have not entered in the item yet and above that we'll have your uh company information so below this we have our item name we're going to add in our item so before we had a a product that we had selected for um our onetime invoicing um so let's say we're going to click on that again if we want to create a new item we can do so again and it will populate just as so as we did when we did the one time uh template I'm sorry the one time invoice um so let's say we're doing the shoe cleaning again we're going to hit save we're want to enter in any notes or terms and conditions or any policies into this section if we want to it's an option um so it's not necessary um so now our payment amount has been entered here and here as well in the green box now we're going to scroll to the top and then we're going to hit the save button and then up here we can also name our template um so let's say and then we're going to hit schedule so now we can name our um invoice template um so let's say We'll name it um shoe cleaning um template we do reoccurring template and we will select email um or text or email or text and then we will um this is the template that'll get defaulted to send out again here are additional options for going test or live so we'll select live and then on the opposite side here um we will enable auto payment or not and this will um this is the so the auto payment is for automatically charging the client um when the invoice is sent sent out um you can turn that on or you can turn that off um if it's off then they will have to go in and make the payment themselves um you can also click on Save cards um to if they already have a card on file that they want to use you can click that here if there's a list here um otherwise for the customer card they will end up entering that information here um or if they have if you have a new card that they want to go ahead and give you you can enter that here so let's say they want to do it themselves um and then we will hit schedule and now our reoccurring template has been saved for [Music] our for for for for and now our reur recurring template has been saved um I do realize that I did misspell that but don't worry about that um the template has been created and saved