Transform Your Workflow with Our Translation Invoice Template for Customer Service

Translation invoice template for Customer Service

hi guys welcome back to my channel so for today we are going to get into how I create my invoices using Square for free so we're not going to talk too much and we are going to get straight into it for my small business and square is incredible okay the platform square has so many individual apps that are great for small businesses have square appointments Square POS and square invoices also offer a free version of a website now I'm going to get into it in another video what my website looks like um I am thinking about going under a rebranding because I'm not giving Bridal at all right now and I've just decided I only want to do Bridal I only want to do hair and makeup in those services and my page gives I'm a stylist and I do it all and I really don't want that anymore so that'll be another video I use appointments for scheduling and invoicing now my invoices include my contracts um I plan on making individual contracts later on through Square I'm going to show you guys what I use now and what I have in the past and square has been working really well for me my invoices include my contract and all all the necessary information for a successful on site on location appointment only use the square invoices for Onsite on location appointments if you know I'm just doing a cut and color we just do a regular appointment and they pay the day of I don't ask for deposits or anything like that right now Square charges a fee for using their inv voice feature which is a 3.3% plus 30 this is the highest charge but if you have a membership it will be reduced to 2.9% plus 30% but the charges depend on the type of payment your client chooses but if your client pays Cash There's no fee that's the key they pay cash there is no fee you're not running a card you're not doing anything like that so cash could be venmo could be cash could be Apple pay could be zel could be what else is there cash app um there's many ways that your client can pay let's get into setting up an invoice okay of a few invoices here okay the invoice begins with adding the client's information so you're going to need a email a phone number um and first name last name we're going to go to create invoice create single invoice I'm going to use myself the business as a new customer so I did main Lux our email and the phone number now you're going to go into the invoice your client wants October first 2024 and she wants a makeup and hair so that is 45 minutes for each so I like to round it out to an hour um so from 10 a.m. to 12 to 12 p.m and the invoice ID is also the date of service now the message here is pretty much my contract but that'll be another video where I get into what I include in my contract but at the end of the message it says by sending the deposit you are agreeing to the terms and conditions stated above so we're going to get into service dates so your client wants to be serviced on October 1st 1 2024 okay and it is a one-time payment because it's only one day you're going to be servicing and um you want to send it immediately after you are done with your invoice and you'll later on choose if you want it to be sent through email through text going to schedule the payment I typically give them 7 Days of requesting their appointment so to today is the 25th I'm going to give them into the 1 in 7 Days okay now we're going to add Glam we're going to add our Glam and we are going to add our styling and we are going to add our travel fee um and I have a flat rate of $30 as a travel fee okay so now we are going to go into the payment schedule like I said before I give them 7 days for the 50% to secure their deposit for the remaining Deposit they can pay all the day of the service so we're going to do 50% in 7 days and 50% on the day of their event okay now this is where I struggle and I struggle drastically here I really do prefer to get two separate payments the 7-Day payment and the final payment on the day of service that doesn't always happen doesn't always happen but um my issue is sometimes is there are larger parties and we have like groups of girls oh I want to pay cash or I have this do you have cash app do you have Apple pay do you have zel do you have you know and I'm all for it I do not care how my clients pay me directly but it's just so hard to keep track of everything because you have money in your hand you have cash up here Veno here zel here and so it's so hard to keep track back of everything it's so hard especially on a chaotic day where everybody's just you know getting ready do their hair they're boom they're going to the makeup chair and then boom from there they're getting ready and then they're gone and so I really would like for it to just be two payments and that's it but things happen each party is different each person is different so I try to go with the flow here we have different options they can add a credit card they could do a wire transfer they can do cash app um gift card and whatnot okay so here we are with Communications do we want to send it through an email or do we want to send it through a text message um a lot of people will do their stuff through their phone so let's do the phone yes let's do a text message and we don't need any of this okay so now we are just going to send this we're going to confirm it all right so we have a few invoices here on my phone the latest one is it says you received a new invoice from Main luux Studio we're going to click that link this is what the invoice looks like on a phone future video I will the contents of my contract is a very generic contract it covers Basics like allergies cleanliness travel fee liability it's very generic you guys can pause to read and here is a method of payment either credit card debit card or cash app honestly you can use it like that or if your client requests your cash app just send it to them and that's also cash give you the customer information and it tells them the time and date how much is each service and everything you are charging them will tell them when their deposit is due and when their V balance is due and there we have it guys and that is it and that is how you create a free invoice there might be simpler and easier options but as of right now square is the way to go we're still growing and learning and trying to be as efficient as possible starting small is super beneficial because you are able to make your mistakes you're able to grow you're able to adjust and go with the flow and you're pretty much not having to answer to anyone but yourself so keep that in mind my goal this year is to secure at least one wedding a month fingers crossed we have two in August but we had a few earlier this year so we're doing all right I have a full-time job so you know we have to go with the flow and you know make time for our passions to make them into our careers and if you found this video helpful please don't forget to like subscribe and ring that Bell bye guys