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Whmcs invoice template for R&D

creating quotes and invoices in monday.com is really simple and in this video I'm going to show you exactly how to do it as you can see here I am in an example monday.com system I've got a few items here and what I'm going to go ahead and do is create a quote and an invoice for a client or a deal or a prospect or literally anything inside of your monday.com system it's so easy just one thing to mention this is available on both monday.com work management and monday.com sales CRM but this is liable to change so if you are watching this video in the future and you do not have access to this feature it's likely that it's just move been moved over to Monday sales CRM so how do we get quotes and invoices as a feature inside of monday.com you see this plus button on the far right hand side of every single column here all you need to do is go ahead and press this plus button and this popup screen will appear usually on the far right hand side and we'll have a couple of tabs up the top what we want to do is go ahead and press the plus button and add an additional view so press add View and you can see here we've got a number of different options but this is the feature that we are looking for quotes and invoices if you can't find it just search quotes and invoices and go ahead and press add item now this is great so now we can go ahead and we can create our own quotes and invoices from monday.com and it's so so easy so I'm going to just run you through the the basics here and there are a lot of different options so at the top we've got our quote number so I'm just going to call this 1 2 3 4 and then the date issued which is automatically populated as the day that you create the invoice but you can change this if if you would like to now you can add your company logo just to make this a little bit more professional and I would recommend doing so we've then got the quote so you can actually change this to quote or invoice um there isn't a difference between quotes and invoices inside of monday.com this is it um so a quote is also an invoice it's exactly the same thing we can add a description as well if you would like to and then we've got the basic information of a bill from and a bill to you can change some of the naming conventions on the quotes and invoices as well uh you can see Bill from Bill to can be changed and invoice as well like I have just gone ahead and changed so now we have the general information so you would go ahead and put in your company information there we have it I've just gone ahead and entered in our business information so I just put CRM crew limited 15 London and beckfield United Kingdom and my email is Nick CRM crew if you need any help setting at monday.com for your business feel free to drop me an email um and then we have the bill to this is where it gets way more interesting and it's a lot more automated so just by the way just to mention all of the information you put here on the left hand side will be saved so the next time you go to a different item the information is already going to be pre-populated and available this applies for your company logo as well so it really streamlines the amount of time you have to spend creating quotes and invoices inside of monday.com so moving on to the right hand side here we have the bill to information so of course the B the information on the left hand side like I mentioned will be automatically populated um and then we've got the bill two information now this is just where you select columns in association with the information on here that's required so we've got company name and I've gone ahead and selected item one um and this is each individual column on your your board now as you can see here I do not have many columns on this board but I'm sure if you are using quotes and invoices you'll be able to map the column on the board to the um field required on the quote or invoice so just use the drop- down menu and select the most relevant column for the customer name customer company address email and phone number and once you've done that you're almost good to go with quotes and invoices and then finally we've got the item description so this is obviously what you're quoting or invoicing for so I'm going to do monday.com implementation there we go and then I'm going to quote quantity as one price as £10 for example and you can see here that that automatically calculates my total I can then add an additional line item as well and then I maybe say um continued support for example and then maybe quantity one and then 2020 or $2 or whatever you like okay um and you can continue to add line items and it will just adjust the total ingly we can also add adjustment so if you press add adjustment down here we can add a discount so discount to the entire quote or invoice we can add that which is essentially sales tax in the US and I'll come on to how to change that in a moment's time and we can add a fee as well so in this instance I'm going to add a fee I'm call this a card processing fee because this is quite common um there we go and I you we've got the option to select percentage or fixed rate so fixed amount of £250 or 150 or a percentage in this instance I'm going to put 2.5% which is usually in line with the uh card processing fee and you can see my total is adjusted I'm then going to go also maybe add a disc discount so press add discount and then you can go ahead and select the percentage or fixed discount and then I maybe go ahead and add a 2.5% discount again so that brings us back down from our car processing Fe reduces in M maybe we go for a 30% discount or a 20% discount there we go so it adjusts the total ingly and then again if you want to add your vat you can do just press add that and the same principle applies you can see the functionality here is more or less the same so that or sales sales tax um and then we can go ahead and put select a percentage or a fixed again and then maybe in this instance it's going to be uh 12% sales tax and then that will automatically calculate so hopefully you get the idea um regarding the adjustments that you can make and the items that you can add to your quote and invoice as well we then have add notes so if you want to add any note information you are more than welcome to and then finally we can go ahead and add signature if we would like to as well so once you're happy with your quote or your invoice all you need to do is go ahead and press the download button and that will download as a PDF document to your computer which you can then send as an email if I change the view from change this from edit to view you can then see what our invoice will look like if you've added the company logo it be present on here we've got Bill to which is obviously item one because we've populated the information from a board that has not exactly been set up we can see our items our car processing fee our discount and then our sales tax I think this looks absolutely fantastic to be honest with with you um and it makes it a lot easier to do quotes and invoicing as opposed to having to go to Quick Books or zero especially for quotes I wouldn't I probably wouldn't use this for invoicing but if you want to manage your quotes in monday.com this is a great feature now one final thing to mention if we do want to make any changes to our quotes or invoices all we need to do is press the edit button um and we can make changes to our quote and invoice now do bear in mind you can only create one per item so if they come back and say oh not maybe we don't want the continued support and I delete this then I'm not going to have multiple quotes available so I can't see quote number one that we sent over versus quote number two you just have to delete the information press the view button or just download it without having to press the view button it's entirely up to you but you can't have multiple quotes associated with an item which is a bit of a shame obviously you can download it and then save it as a file against that item or against that deal in monday.com but you can't have history but it I don't think it's a deal breaker to be honest with you and I still think the functionality is great if you want to make any changes as system preference ref es to your quotes and invoices just go to the the settings Cog in the top left hand corner here we can change the currency unit so I am in the UK so it's going to be the British pound can change it to the euro the USD if you'd like to or you can just go ahead and add your own if the options are not available we also have the tax names got vat which is value added tax in the UK we got tax which may be more suitable for tax in the US or you can go ahead and add your own and then we got a fee type so we can go ahead and add shipping handling or any other fee if you would like to so if you would like to you can go ahead and add a shipping fee to your quote and then finally you can choose whether you would or would not like to select remove monday.com branding from your documents I would have this selected to be honest with you so all of The monday.com Branding has been removed I can demonstrate what it looks like without it so if I've unticked this and I press the view option you can see it says powered by monday.com down the bottom here so not particularly professional so I would have that unticked if you have the um the suitable license inside of monday.com so that is quotes and invoicing inside of monday.com Hope hopefully this video has been helpful give you an insight into how to get access to it how to set it up how to use it and then also how to send your quotes and invoices if you need any help setting up monday.com for your business check out the link below we' be delighted to help thank you very much for watching and I'll see you soon goodbye