We will learn how to create customers and send them estimates in this video we are ready to create and send an invoice we’ve completed our service or we have sold products and now we need to collect. We need to get paid right does at the end of the day, a world strategy. Shut out somebody made it this far. Okay so big shot you guys. Let’s get into it.
Steps which are to be followed:
- First things first, let’s go over to sales. Click on customers right appear in the top left button.
- Let’s go ahead and send him an invoice we have to let them know that he owes us some coin. So first things first. Make sure you have his email.
- If you plan on billing him via email. It’s the bed. I highly recommend getting paid via check or cash to avoid merchant service fees but sometimes companies people and companies want to pay their expenses with business accounts.
- Do not worry about accepting credit cards that were to talk about that to videos such as focused on how to bill our clients with professional percentage one of your emails. This is when my thousand billion emails will to see outlooks on therein we’re consented to Freddy Krueger net 30 know who I do not want to get paid in a month from now only paid a net 15 or two on receipt. Maybe it’s a Friday. Maybe you guys had a verbal agreement and you want your money before the weekend.
- Click on do you want to receive that promise given at 15 and the product and service thing. It shows up way too bland its way to generalize, we’ve got our sales this and that they run a small business that deals with car detailing. You might one offer different pricing packages. Maybe you have an option for $30 $60 $90.
This could be probably related to a lot of businesses whether it’s you know a mobile dog, cleaning service or you cut trees are your garden or whatever it may be you might want to put your products in here so looks a little bit more professional because your clients are going to see this of you just have a now hours five general labor there to see that that is what you professional what were you do is really create a package really fast and if there’s a lot of things you have to bill them for add lines do it but to sit for the sake of the tutorial, we are just going to add one click on add new right there and on your right hand side. This is can help us categorize our services or products that we offer knee probably have these written down. You probably have package deals or promo deals.
But again, we would we do we have a car detailing business for this tutorial inventory product you buy and keep track of. Now not sell anything on inventory this stuff that you do so, but you don’t really need to keep track of it nuts and bolts as the example bundle Click on service right here and will call this our bronze package with a bronze silver and gold and for $30. With this package, you just get let’s call it a carwash and a wax job. You know the $60 silver package we can add that and will do the interior cleaning. We will wipe down your leather interior, we will vacuum your car who thrown air freshener in their and for the gold package. I have no idea will turn it into a flux capacitor and can fly around the bronze package and this is again what the clients will see I don’t have an SKU number for this list of letter products and you want to keep track of inventory recommend that category general labour. I don’t think this shows up on the invoice will just call this’s that are no I’m running up anything that wants just put the bronze package. Again, bronze package, save that’s fine.
Sales information I sell this product is served okay so this is what they’re going to see this is a carwash fold full carwash and would be caught with waxing with two layers wax coating sales price. We called this $30 just like that purchasing. I purchased this product from vendor nor denied. I this is all me. This is all myself income account income account. This is doubly sales. This would not go under uncategorized income, or any of the sorts, save it and close it. Now let’s go ahead and shows up like that. If you want to go ahead and for future reference. One click on that we are to have a bronze package right there. We do not have to do it all over again and it looks much better than just having one this in that building for this so they could totally see what they’re paying for. In case there is ever a refund or dispute. They said that they didn’t do this or you offered this and then didn’t do that you go back and do it again or however you handle your business and for the sake of this.
- Let’s look at our print preview, print, packaging slip deftly not a let’s look at it very generic bullock that showed up. It has a bronze package. Maybe we’ll get rid of the category.
- The category showed up right there. It was the description full carwash with two layers of wax coating that looks good. That looks a lot better than something the just as one for $30 and it could be anything.
- What did they pay for how they file it on their taxes on their and what kind of expenses that they have no idea that’s generally it.
- We have to clean this looks disgusting and talk about creating a custom invoice with our logo when working to have the interface look way cleaner than this, but this would work. This would deftly work.
- Now we can go ahead and save it and send it and it’s going to show up on okay subject invoice 102 layers hotdogs online payments were about that in a video after the invoice customization one.
- Let’s send it.
- Let’s close it now to pull up our email. Let’s see if they were notified.
So now they know they have to pay us. There is no they did, they do not need QuickBooks online to view their invoice you can just click on this and it’s going to show more of a breakdown. This is the just now in the next couple videos like I talked about. We are going to set up so we can accept debit or Visa MasterCard plastic to accept payment but that is a guy congratulation you guys officially learn how to create and send an invoice and QuickBooks online.