TRANSCRIPT
--- CLIP 2: Creating a New Invoice ---
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we will go into creating a new invoice. Alright, so you guys have
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two options, if we go to the CRM, create a brand new client, throw in some random
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information here, hit save, we can go straight over to invoicing and we can
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add a new invoice. When we're adding this invoice, we can select the date, maybe
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today's date and we can enter an invoice name, maybe this is a design agreement.
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You'd also enter a line item name, 2D and 3D design plans and you can enter the
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rate, this is $2,500. Alright, you can also upload any photos, files or PDFs
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here, maybe you want to put some references of what this includes and you
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can also edit these invoice notes, if you want to make any changes. Here on the
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left side, you can choose if you want to display a cover photo or not, you can
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edit this in the settings. You can also choose to accept ACH or credit card
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on this invoice. So if I turn this on, you'll see here it's going to redirect
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me to settings, where I can set up the payment processor. So I don't have this
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set up right now in this demo account, but you would click yes here, take you
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over here, click link payment integration and it's set up one of these options. If
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we go back to the CRM, you'll see this test client and the invoice that we
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created here. We also have a way where you can always choose to keep these on
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by default. So in the settings, you can set that up and these will be toggled on
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or off by default. Same thing with that photo. Okay, so I'm just going to put in
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here test and the rates and when you're ready, you just click save and preview,
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could turn things on or off, you can edit that photo right here, hit save and
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preview and this will be a preview of what the clients going to see. Alright, so
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if you want to go ahead and send this off, you just hit send, you can send it
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via email or you can send it via copying that shareable link and texting it to
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them. Now when we go back home here, you're going to see that this invoice has
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been created within this customer. You can always click right on it if you need
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to make any changes and you can also add additional line items. So if you
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want to have multiple line items on that invoice, you can do that as well. So
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that's how you're going to create a what we call a manual invoice. This is going
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to show here, so this is going to show here under manual invoices. Alright, now
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what happens is that you can have invoices automatically generated when an
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estimate is signed. So if we go back to CRM, we create a new test and we jump
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over here to the estimates. Let's say we have an estimate that is for $10,000.
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Here based on our payment terms, we're going to have these different payments
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amounts. Alright, and what happens is the clients able to view this on the
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proposal for what payments there are and when they sign this proposal at the
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bottom here and the client adds their signature, it's going to automatically
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create the invoices for each of these payments. Now if you ever need to bypass
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the customer signature from this proposal page, you can also click send
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document and you can click mark as approved. Once you confirm this, this is
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going to internally mark it as approved and you'll see here under invoicing, it's
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going to automatically generate those invoices based on those payment terms. So
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now when you click into these, everything's already set up for you here,
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you can make any changes if you need but it automatically creates these for you
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when the customer signs.