Create Your Welding Invoice Template for NPOs Effortlessly

Welding invoice template for NPOs

hey there shoot proofers creating invoices sending client payment reminders and adding up all the balances can easily become overwhelming without the right tools reorganize your photography business management for the better with our invoicing feature you can find invoices in your shootproof account by going to commerce invoices once you're on the invoices page click new invoice to create your first invoice on this page you'll want to start filling in information at the top then work your way down first you can choose between three options for your client payment cash in check credit card or both be aware if the credit card in both options are grayed out and unclickable this means you have not yet set up a payment gateway or the gateway you have selected does not support credit card payments for invoices if you haven't set up a payment gateway you cannot accept credit card payments through shoot proof for more information on setting up a payment gateway go to the knowledge base and search payment gateway once you've chosen your client's payment method you can optionally add a payment confirmation message your client will receive this message once they have paid the invoice next decide whether you would like to attach an automated email series to this invoice if you already have a series ready just choose it from the drop down if not you can create invoice email templates and automated payment reminders in the email feature of your account for more information regarding these features search invoice email templates in the knowledge base here you'll choose the language that your client will receive this invoice in and the logo your client will see at the top of the invoice now it's time to link contact to this invoice this is the main client that will be emailed the invoice payment request choose one of your contacts already listed here or create a new contact the issue date states the date that you're sending this invoice to your client the final due date states the date on which the full invoice payment is due go ahead and pick the corresponding date for each once you've filled in all the basics it's time to add items to the invoice whenever you add an item you need to give it a name optionally add a description and then include the quantity and the price then you can choose whether this item is taxable and whether you'd like to save this specific item for later use on future invoices if you have any typos or errors in one of your line items you can edit the item by simply clicking anywhere on the item line or delete the item entirely by clicking remove on the far right go ahead and fill out information for any other items that you'd like to include on your invoice as you build your client's invoice include a discount by clicking the add a discount button fill in the name discount type discount amount and if you like a little description you can also save this discount as a template for use on future invoices too you'll see your discount listed here as an invoice item and see the discount amount reflected in the balanced due breakdown for this invoice if you have any special instructions reminders or other information that you need to address with your client you can do so in the notes section for example you could include the pay to name and address here if you're accepting payments via check when your client receives the invoice they'll see these notes and if you've included any taxable items on your invoice make sure you go ahead and set a sales tax percentage here you can use this section to double check that all your math is correct as you added items onto your invoice you might have noticed the installment section at the bottom of your page automatically updating to reflect this information by clicking edit installments you can split the due payment into multiple installments that your client can pay over time click on each new installment to choose whether the client owes a percentage or fixed amount as well set a due date for that payment and if you'd like you can save the first installment as your prepayment label the payment and save now if you take a look in the installments tab you'll see all the installments and any retainer you've added listed right here so you can easily track your clients payment due dates already feeling less stressed out about tracking payments me too there are two other tabs here payments and transactions you'll be able to use these features once your client has made his or her first payment we'll go over both of these features in just a moment for now let's go back to the top of the page and select save invoice now that this invoice has been saved you can click on preview invoice to see what your client will see when you send it to them you can even click on the buttons on this preview page to get a better feel of your client's user experience choose make a payment to see how your client pays the first installment if you've set up multiple installments your client can also choose to enroll in auto pay which will automatically charge his or her credit card whenever an upcoming payment is due that way you don't have to worry about reminding them of the payment and they don't have to worry about remembering it no more pesky payment reminders needed and don't worry your client can always stop autopay and remove his or her credit card information on file if needed now get back to the invoice by clicking out of this tab before you go ahead and send this invoice to your client check out the options available on the actions drop-down you can edit cancel and print your invoice as well as add a linked contract for more information about linking contracts and invoices search contracts and invoices in the knowledge base alright now that everything is finalized you can email this invoice to your client in this preview window you can choose your email template and edit the subject headline and message included in it once you're sure everything is ready just click send congratulations your invoice is sent now just a few notes on invoice capabilities and you'll have all the ins and outs of invoices down let's go ahead and fast forward in time to after your client has paid his or her first installment go ahead and click into the invoice then scroll down to the bottom of the page notice that the total paid and balanced due amounts have automatically updated in the system you can also see that the first installment has been paid underneath the installments tab next click into the payments tab here you can view the payment details issue a refund for this payment and add another payment if your client is paid via check or cash and you're simply recording these payments on the invoice this is where you can add them then you can view any and all credit card transactions on the transactions tab and manage the credit card on file for this invoice and there you have it any and all information you need regarding this invoice is quickly and easily available to you now that's what i call efficient back on the main invoices page you can click on the actions drop down to add a payment to this invoice email your client a follow-up or reminder or cancel the invoice entirely and if you venture into the other invoices tabs you can see that you can also view edit and delete any saved line items or create new invoice templates another win for organizers everywhere if you still have any questions about invoices send us an email at support shoot proof dot com and happy shoot proofing