Collaborate on Zoho Invoice Template for Shipping with Ease Using airSlate SignNow

Zoho invoice template for Shipping

hey drink guys please marcus and in this video i'm going to show you how we can easily use zoho invoice so the first thing that you want to do you just come to the invoice and create account now if you already have account guys just skip this step so you want to add a full name email address password and company name now i agreed terms okay and sign up for free and as you can see start creating invoices less than five seconds while we set up your account please remember to verify our account by clicking on the link we send you so i will just come here and i'm going to like come from the account now organization name business location slovakia choose your if you want to then you're going to see the state and province here so i'm going to be nitronsky currency euro if you have dollars just choose dollars language english time zone how are you managing invoicing currently and you choose like pen and paper let's say i use others softwares and get started and now we are in so when you're going to enter the whole invoice you're going to see multiple things here right before how we can create this invoice i'm going to guide you what you're going to actually get from zoho so first thing first you would find your customers here and we are going to when while we are going to create invoices we are going to create a customer too items is the good and services that i'm going to show you how we can then add in your invoices estimates again you can that's before estimate before the invoice payments received and expenses and then we have like timesheets and reports so let's just start first to create customers and items and then we are going to create the invoice so first thing first click on customers when you're gonna click on a customer let's create a new one and right here i will just refresh this website only because i just verified my account see customers primary contact let's say marcus customer company name it's going to be our sun company sun company is going to be the customer display name customer email is going to be let's say some company gmail.com work phone mobile and you can also add website and then you see like other details here let's say you gotta have international uh international customer you can choose to euro to something else tax rate you added payment terms due on receipt or 15 days let's say portal give your customer access to portal to view transactions and make online payments you can allow it or no import language then you see like addresses here you can have it so billing address city and state it will be like this and country slovakia so this is how i do it right and we got it then contact person if you have some you can have it custom fields and remarks now i'm going to click save and voila here we have our first customer right here so uh then when we have the customer let's create an item what we are actually selling what kind of product and then we gonna simply create an invoice then so the next thing that we are going to do is how you can add items click new and you have option if it's going to be goods and or service let's say i'm creating youtube videos so i'm going to have service youtube video unit it's going to be i don't know this one if you have one unit and then selling price 100 euro and description let's say youtube tutorial videos and then what i have to do is click save and now let's create together an invoice click invoice and right here click new invoice or new recurring invoices so we got option to create a credit note invoice or recurring invoice we are going to log on also how we can create recurring invoice and then set your transaction preferences do you give discounts i don't give them if you have you will see it select any additional charges you like to add adjustment shipping charges i'm going to leave it on so we can see how it works do you sell your items at a rate inclusive of tags tax exclusive and i want to add a field for salesperson disable enable save continue and here i got it so now i'm going to choose a customer then i'm going to add an invoice which is going to be let's say invoice number one order number then you're gonna have the subject here this is let's say youtube video then okay i have it right here quantity 10 and i can add a discount i can add a tax if i have one i can create a new tax also next to the invoice date you're going to see the terms net 15 you can have net 30 net 45 net 60 and due date i get september but i can have it different if i want to so that's pretty good now you're going to see the youtube video here and everything the items of course you can add another line and you see it right here subtotal 1000 euro shipping charges 0 adjustment 0 total 1000 terms and conditions you can attach a file and then you can also i have received the payment and add some terms and conditions right here now we can email to or you can email to someone else and then save and send or like send save and print let's say and now one copy print and this is how the invoice would look like see so this is how you can create invoice and you can send it invoice or you can even change the template you can edit template you can update the logo and addresses you can do literally everything here so when i'm going to click on customize here i can change the template or what you can do is to edit the template or you can update logo and addresses so update your logo your address and everything so let's say i'm going to add a baby oda and voila here we have it right and then you can send the invoice pdf and it's going to download as pdf here so you can send the mail mark send mark is recurring so this is how you can do it and you see plenty of options what you can do with your invoices now the next thing that you can actually do and how we can work with it is when you're going to click on invoices click plus here or you can create recurring invoices so when i would come here to quick create in sales i can simply click recurring invoice and again this really similar thing start on and this is the only difference i'm not going to really create it now but this is how we can create it repeat every week two weeks two months three months let's say i'm going to be every one every month start on august and so on let's say june or never expires and then this invoice would be sent to them every single month on 18th of august on 18 of september 18th of october november and december until it expires when i say it's going to expire so this is pretty much it how you do it now to go even further what you can do is when you would click again on the quick create you can create estimates here if this page here again you can select the customer have an estimate reference estimate date and this is like one step before having a project name so if you don't have a project you can simply create it for one for what kind of estimate it's going to be i won't really get into this but you just add a project name so let's say it's going to be youtube project customer billing method it's going to be fixed fox for the project you can go based on hours task hours or for the project 10 000 and then just task name and adding the description here save and select youtube video then and then you can email to and save and send and you can send it to someone let me see or what you can do is just like download it look at this you just like download it click here and you can get the pdf and send it with gmail account that's what you can do too that's pretty good way how you can work with zoho invoice so you click here on a pdf you open the pdf and you send estimate and you're like all right that's okay and what do they need to do is to convert it to invoice so next to the attacher file you're going to have convert to invoice click on it and here select the fields in an estimated you like to retain when you convert it to invoice customer notes terms and condition address save and continue so that's like up to you and then it will allow you get the invoice and you can easily like send it to the customer or you can download it as a pdf and then just have it so this is how we do it and this is how we work with it then what you can do of course is to add purchases and you can even add it here so let's say that you like to add expenses you can come here and record an expense and this is really similar uh this is good for accounting and you can draw drop and file so you when you're gonna have a receipt from the store from the restaurant category name i can get meals and entertainment 20 euro reference restaurant eating at restaurant and customer name sun company project if you have project just choose it for what kind of project it was right then save and look at this this is what we have here as expense and i could again print it i could have it at my zoho invoice that's like similar to accounting software right or i can record expense and also record mileage you can do it and that's pretty much it so this is pretty much it how you do it and that's the same thing guys with the recurring expenses on the purchases so that's pretty much how we do it recurring and how often he wants to have it recurring let's say i go for lunch every week for 50 euro or like coffee for 10 euro it's always the same right so this is how you do it record every week two weeks month two months and yeah then the last thing is if you would have been general you can add users items and you can also lock the time here a new log entry so again youtube project task name i can add a task but this is not really a youtube uh it's not like invoicing anymore this is just additional features that you're gonna have in zoho invoice time spent five hours let's say and save or what you can do is just start timer see and okay i'm going for five hours and more right now so i added five hours and right now i'm going to work even more for the project and this is pretty much it how we do it and this is how we can work with zoho invoice this was guy's tutorial for zoho invoice zoho tutorial how to use zoho invoice though invoice beginner's guide zoho invoice for beginners zoho invoice 2021 zoho invoice tutorial zoho invoice beginners guide zoho invoice how to use thank you very much guys for watching and have a great day and goodbye see ya