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Virtual assistant invoice template for organizations

hi my name is lace I'm a virtual assistant specializing in marketing technology for holistic Wellness coaches and today would like to talk to you about where you can find a virtual assistant invoice template online completely free the software is called Indie this is what I've been using it's actually a CRM if you're not sure what a CRM is that's a customer relationship management software and here you can find invoice templates that you can use for free so I've got a demo account here to show you what it's all about if you come over into your workspace and you go to view all you'll see an option to create a single invoice or a recurring invoice recurring invoices you need a pro account and is super super affordable at like $112 a month um but to get started completely free you you can um create single invoices and as you can see you can add your logo simply by uploading from your computer here and it's already all laid out for you so you add your invoice number the date that it was issued you get a calendar here that you can choose the date um and you would have your recipient saved in your address book here so you would choose a recipient I've got test client and then you come down you can add the J you can add an item description the quantity the rate whatever it is that you're charging for the service you can write your description going to put in some Randomness there and you can also add time tracks you do need a pro account to do this but if you want to add your time tracker you can do that which great for VAs and you come down here and you can integrate this with stripe absolutely free so when you send out your invoice your client can pay it so you can choose your currency of choice so we'll leave it at United States dollar you can mark that as a as a default and then you can link your stripe account you can link your bank account um for Bank trans first you can link PayPal and for those of you in the States you can also link your zel y transfer and have mail check as an option so if you save that once you filled it all in you can preview and you can see your invoice here test client how much you're charge in description and you're ready to go so if you're happy with that you close the preview review and send and off you go you can send a test invoice a check that it's all right uh you send it to your test client you can send a copy to yourself if you wish and here you can either just leave the template as you know hello here is your invoice let me know if you need any help um or you can change it whatever you want and then you click invoice and off it goes to your customer and that that's indie so you can have three clients on a free account where you get this simple invoice template um and you can save all their details and you can also get contracts in here as well you can get template contracts for your business which are great to send out along with your invoices so everybody is very clear on you know the rules of the play but I'll just show you the contracts very very quickly so if you come down onto this left hand side you can see contracts and also when your um clients pay their invoices you'll get an email notification to say that they paid which is really handy too new contracts and they have so many different templates for all kinds of Freelancers you've got non-disclosure agreement subcontractors 3D artists advisor affiliate marketer and there is a virtual assistant one here it's right here so not only can you send invoices and use the in the virtual assistant invoice template you can also create contracts for your customers as well fill in all of your details and off you go yes I that helps you and that you find Value and if you want to sign up for a account with Indie you can check out the link in the description and I've also got some freebies with more useful softwares and things to help you get your virtual assistant business up and running so you can sign up and download that all the information is in the description below I'll see you in the next video ciao