Invoicing Apps

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Transcript

Today I am going to discuss about invoicing and the apps a lot of freelancers use in their daily work regarding sending their invoices to their clients. Okay? So this is very important after every project you you are going to complete you need to send invoices to your clients. So there are a lot of different free apps and some paid one I'm going to review today. So the first one is PayPal okay know why PayPal is mended because a lot of clients already have their accounts in PayPal and the really trust this okay so it is very popular. So create our account in your country if there is no PayPal I am going to so in the PayPal when you're logged in, you can see here we have a button pay or send money you can click on it and or you can go to this send and request money and you can create a invoice from within the paper.

Okay, so create invoice I have already sent hundreds of times invoices from these invoice management system of PayPal. You can also copy already sent invoice Okay, so if we have invoice I have sent, I can just copy it and start from here. Okay? So this is really easy, really easy to create invoice you can add a lot of things alike descriptions, your items and you can see over here, invoice numbers, email of your business client clients email then you can see over here, I have this landing page design charge over here and here I have stock image purchase, okay. So if you want to send some note to the client, you can send it over here. Okay, so this is one way.

The second app I really like is this one. Hello bonsai.com and I think it is one of the best, very straightforward and it is Built by freelance community, and I think it is free for everyone. Okay, so I can even create contracts, different contracts, I can create projects and it can it can create very professional you can see over here I have created one dummy contract with Google over here and you can see it has created a very great content and contract. And I think everything is really legal about it. So very easy. You can see over here, my signatures and the other party I can send this contract so they can sign over here okay.

So as soon as I create a contract, it is going to create two invoices okay. You can see over here I have one payment 300 that is going to be paid before work begins. So it is going to create one for this 300 and the rest for $600. Okay, so This is very easy. Also, its integration with different. Let me show you its settings.

You can see over here, payments integrations are great. You can see it can integrate with your PayPal with stripe and Coinbase for sending bitcoins, I guess. Okay. I don't understand this indications. But I think you can integrate it with Zapier, which is very popular among developers. So this is all about this bonsai Hello bonsai.com and I really love it.

The second one is this invoice Li invoice li.com. And right now I am in the dashboard. Now the thing I love about this invoice Li app is that it can create two type of invoices. For example, I'm creating or maintaining my clients WordPress website, on a monthly charge. Okay. So I want a recurring invoice sent to him every month.

Okay after every 30 days of life $50 $100 so I can create a recurring invoice over here also you can create simple invoice and the fields and automatically automatic filling of this I really love this how it is laid out. You can see over here from and here you can insert your logo and a lot of things I think these are very easy. Every field is really, you know, unique and laid out easily so I can I know that I'm typing over here. Okay, so it is really nice. Also it can create bills. I don't know what they are for, but I think they need mean urgent payment in terms of finance, I guess estimates and track are basically for paid members so you need to purchase it for $10 per month to get this feature.

On. OK, also you can add some clients over here if you want to. Okay, so this is all about this invoice Lee, I think it is good for invoices and recurring invoices and it's free. Okay, so I really love the apps where we have free accounts. Then I'm going to discuss this wave apps.com and I have heard very good things from few freelancers about this. Okay, so a lot of people are using it.

The features it has are almost similar to this invoice Li. And I think also they are this invoicing window or whatever I say interface is good. They are also similar between apps. Okay, so I think it's almost similar to that one bills are also the same. I don't know what are the receipts for accounting reports and payroll, I think it's a bit bigger if you are managing a team. I think you Issue their payroll and other things.

So it is good for freelancers of freelance agencies, I guess. But I think this bonsai is very straightforward. And this invoice Lee is very straightforward. It is a bit bigger app wave, it is slowing down my browser. I don't know why. Okay, so next up is invoice dot two.

It is very simple, very free, it is already a template, you just need to click and fill different items over here. And I really love it very simple, very straightforward. It has nothing and no other options. So you just need to connect with stripe Okay, so you can create a stripe account with your bank, you need a bank account. And in the USA, I think you can easily do it and stripe is good and reliable. And the main best thing is that this invoicing is free.

Okay. Now next up is pressure. Books fresh books is free for 30 days and it has also very good dashboard items like invoices, clients expenses, projects, time tracking. I really love their options. These options are very close to the freelancers needs, and I really like this navigation. Also its invoices and other things, they are good.

You can create a new invoice over here. And you can see over here how this is laid out very nice. Okay, and very easy to grab different portions you can see over here at a client, it's very easy to use it and it's a paid option. So I am going to keep it at the end. So other options is that you just need a template Okay, so you can download templates from square up.com invoices invoice templates. I'm going to give you all the links at the end of this lecture.

In the next lecture. You can use either all the links, okay, so you can download any docx docx or XLS form Made invoices and go from there. Okay, now the next step is invoicing templates from Microsoft Office you can see over here they are like 34567 you can use any of them and now I'm going to show you my invoicing template I created myself okay this one and it is very simple very easy I am going to include this in the links to so you can download and use it invoice for this this number date and invoice for what I've done description and then there is a description for each item I'm using or charging for then there is total charges Okay, so when you right at the end of the total charges you should tell the client that it is these are going to be excluding your money transfer charges or taxes or everything Okay, so the client is going to bear all the charges.

Then we have over here which I always write because we are freelancers we Might be we are remote we might be in another country. So you can use two options which I'm going to show you at the end this one payoneer.com and then I also use this PayPal logo so the client instantly know that this is my paypal email and I add point 3% or 3% PayPal deductions on every transaction Okay, so these are my signatures at the end. I think we don't need it but still I use them we're here so client knows that is from me. Okay, this is one other you can see over here I have more items where I have pre item I have made it bold so client knows that this he caught this for free. Okay, it's make some good impression on the client. So it's a secret.

Okay, so keep in mind this tip and this is all no I'm going to discuss a website or paying service which is called Payoneer. It is for the people who don't have a PayPal account and can Create a PayPal account, you can get payments from here you can create global payment services where you can have different US bank accounts you can see over here and you can transfer with a CH US bank transfers, okay? So they can transfer here and you will get it in your card. Okay? So these dyspareunia sends you with our debit card and you can use that in your own country and it will be linked to these virtual accounts Okay, so these are virtual bank accounts not real bank accounts. Sometimes if your clients is having a client is having problem just give them your International Bank Account Number IB n number and they can set up a wire transfer Okay, so this is another option.

So rather than rather than giving them PayPal or some other option, just give them your international account and they can transfer there okay. So make sure you have good payment like maybe $1,000 or more than 1000 because setting up a wire transfer is going to cost at least 30 to $40 to your client. Okay? Okay, so these are all the options I have showed you for invoicing and sending invoices to your clients. Keep me updated about it if you like something or don't like something, ask questions and this is all about invoicing and invoicing templates. So let's move on.

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