Create a Sole Trader Invoice for Customer Service Effortlessly

Sole trader invoice for Customer Service

hey guys I'm Rita and in this episode I will show you how you can issue invoices on QuickBooks self-employed this chain was on QuickBooks self-employed we need to go to invoices section from here click on create invoice button now on the top section we need to add information about my client if it's completely new client just start typing details in so in my case I will have Rachel but if you have one of already available customers that you have issued invoices previously it will show up on drop down list so you can select one of those so I have Rachel and Rachel will be automatically added to my contact list now make sure that you add client email address because without email address you cannot save this invoice as a draft nor send out to customer add a client info like address town and postcode if you have those available invoice number will be automatically generated by System select an invoice date so in my case I will have 19 July and also select a due date if that's applicable I will leave 27th of my asthma due date now we can add a services or product what we've been selling so let's add services so I have Washington ironing services so if you have previously already issued invoices for this particular service you can just select from drop down list and it will fill in details based on previous invoice what you have issued to client whichever client so it will pick up last latest information what's been used for that invoice so I can change by selecting if I want to issue invoice to this customer based on a flat rate so there will be just one amount I can invoice based on hours so for example five hours at rate of 35 or I can also issue invoice based on items and the same quantity and rate once you have added in information here click on add to invoice to add another line click on add work so for example delivery delivery of goods what I washed on Ireland and that is 15 pounds and click add to invoice if I want to remove any of lines click off one of those bins if you require okay next two boxes are where you can provide payment details and where you can provide any additional message if you wish to to client if you click on these two boxes the messages from both boxes will will be showed up on future invoices now we have option to send an invoice preview or save as a draft I will send this invoice out on left hand side I have available email message to who I want to send and if I want to add any additional email addresses and distribute this invoice out you can change this information apart from your email address cannot be changed this is how invoice will look like on right hand side and I can send I can go back to invoice and edit it or save as a draft so I will click Send this invoice out now invoice 110 has been distributed out to Rachel in this episode I showed you how you can issue invoices on QuickBooks self-employed if you have any questions or require any further advice feel free to reach out to me [Music]