Streamline Your Workflow with a Standard Invoice Template for Public Relations

Standard invoice template for Public Relations

right let's go ahead now and look at some other elements of the invoice screen you will notice that on this particular screen we have an insert row icon that only exists on invoices that I am editing it does not exist on a new invoice if I click this here to create a new invoice you're going to notice that that that insert row does not exist if you're going along and you're creating a very in-depth invoice and you might be inserting 30 lines in this particular area for whatever it is you're doing and you suddenly decide that you actually want to insert a new another line somewhere let say line two or three there's no way of doing that because you can't actually insert a line here it continues on once you've continued to the next line you've entered something it's too late you can't go back but there is a way so if you're creating an invoice and you suddenly get down the bottom and you go oh geez I wish I had have put this at line two instead of down here at line 10 because you've created the guts of the invoice already just exit it just click finish and exit the invoice so then I'm just going to abort this cuz this is nothing on this screen so then when you click finish you come back to here you go okay where's the invoice I was just creating oh this is it here I can now edit the invoice go back now and edit it as if you're editing and the moment you do that you will see you can actually insert a row so just let you know that the insert row only exists on invoices that you are editing it seems strange but that's the only way that I've been told that EOS could accomplish this this was a request that they received from a client and they could see some value in it so they they achieved this by inserting it on invoices that you edit not invoices that you are just creating so all it takes is just click finish jump out go out re-edit the invoice and you're back in here it's going to save a lot of time so what happens when I click that icon as soon as I click the icon it comes up with an insert insert icon here if I click it again it turns it off see that turn it on turn it off so now I go ahead and say well I actually want to insert the roll here so if I click insert it jumps away and it does a few things and it comes back now you will see when it says in new line see that inserted a line there so now I can go ahead and I can enter whatever it is I wanted to enter maybe it wasn't anything particular maybe it was just um please note it might have been that see it could have been anything all I wanted to really point out was that you can insert a roll wherever you want and you can insert as many as you want if I keep pressing insert here it's going to insert a new line where whenever I press that do you see that so as I first press it you'll see it it inserts it here and it goes off and does a bit of screen flickers there as it inserts the roll for you so you can insert as many as you want as often as you want to turn it back off I just click it again and that icon disappears and we're back to whatever we normally see on the screen that's a really great feature now I'm just going to delete delete some of these RS cuz I actually don't want them I'm going to delete this line here too cuz I don't actually want that sitting there right now I'm going to jump up the top here and I want to talk discuss and talk about this here actually oh W I'm going to finish off this bit down the bottom I'm going to discuss this here full price what is the full price calculator this is going to help those clients who such as this guy this maintenance person he might be out on a job he might be talking to a customer and they go hey you know look Charlie I have this garden shed over here and I want to have a new slab poured in this location I want the garden shed moved what would you charge me for that and Charlie sits there and says oh he plucks the figure out of his head it's going to cost you $450 for me to do that for you can you come back and do that for me next week and does that include sales tax yes yes sales tax is including on the price so here we go Charlie's just plucked a figure out of his head he's gone ahead and he's gone now how am I going to calculate sales tax cuz sales tax is normally added on after the fact so if he's given this client a price of $450 he's got to add sales tax on after so whatever the sales tax percentage is applicable in your country it's normally added after so he should be charging the client 450 plus sales tax so because he said no that included sales tax all he has to do is click this full price calculator he starts to create a new invoice for the client he clicks the full price calculator enters in exactly what the amount is enters in the rate of sales tax whatever it might be in your country I'm just going to put 10% to make it easy and then I'm going to click okay and you'll notice then it comes up here with 409 so what that is is if I just I'm going to prove to you that was the case if I enter $499 and I press enter up that's because I trying to out why wasn't that right it's because I've gone 490 $49.90 it's not it's $49 $499 okay now that's right see that's now come up with 450 so it's exactly the figure was meant to be so this just provided us with whatever the figure should be here instead of you're getting out of calculator and trying to work all this out it does it for you so that's a really great little tool there to help a lot of subcontractors when they're trying to work things out now there's a help icon here I think and this talks about how to use that anyway right jump up to the top here if you have a look up here most of this here is pretty well self-explanatory here if this if this particular invoice belongs to a particular project group you can add it to the project Group by clicking this and selecting the project group we've just I've discussed these previously but I'm also going to create a completely separate video for project groups because you there's a bit more information involved here and if you want to know more about it look for that particular video but basically I've discussed the project groups in previous videos and I I think they're pretty well self explanatory now the accounts receivable you're only going to see information here if this particular invoice is assigned to an accounts receivable customer so if you've created an invoice from an accounts receivable client you're going to see information here if you don't use accounts receivables if you if you're not issuing doing work for people and allowing them to have credit then you're not going to use this ever nothing's ever going to appear here because you're that's not your type of business so with easy as a lot of these areas in the program you can skip if you don't use accounts payable if you don't use accounts receivable don't go anywhere near them you don't need them don't go into them it's irrelevant for you right up here this area here a lot of people are going to use this if say you are issuing a client like this particular client here Mr maintenance services dude he does lawn Ming for some of his clients now here says okay once a month you can pay me so the end of the month he issues them an invoice he says I've done XYZ for you over the month and he says I'm going to give you 14 days to pay so if I type the number 14 here it calculates 14 on top of whatever that date is so if I enter 14 and I press enter it's now said that due date is the 1th of 1st of August it's added 14 days to here and it says you got 14 days to pay and that due date is the 1st of August now you don't have to use that if you don't want to you could naturally click in this box and select the date but of course if if you know you're issuing 14 days oh it's so much easier just to enter 14 and have it do that okay now you will notice see how that's a red calendar it's the same as this one but if by clicking in that box it diverts to this one that's because when you click in the Box it allows you to select if you're not in the Box it allows you to add to the inbuilt calendar I think that's pretty s explained to when you're clicking any date box in the program it allows you to select a date from the calendar system to enter into this box but for the invoices if you're not on that box you can now add this invoice this information directly to your calendar because what happens is this in your calendar there you can enter if I click calendars here if I just jump into the calendar here you can enter invoices that are coming up so over the morning when you jump into your accounting system you can quickly look at the calendar from the main menu and look at and go okay are there any invoices due today are there any payments I should have received which I actually haven't received so you can look at the date and go on the 19th here oh there's nothing I don't there's nothing here to be received because the red is the actual date today so okay but these are the invoices coming up and these are the DU dates over here so if you click this now it will instantly add that to the 1st of August and I'll prove that to you so it'll be invoice one8 if I click this see it said done it added this to the 1st of August so when you open up the program on the 1st of August if you quickly look at your dates you will notice that I'm going to change this to August on the 1st of August aha I have an invoice due so it's invoice one 8 so I can actually now go to my invoice screen we've come back here because this is where we were but you can come back to invoice screen there find invoice number8 and have a look at what it was what is due today so that's what that Line's for I'm going to have to exit out of this video and come back to a new one because I've run out of time