So now we will go to our invoicing. In order to get to the main dashboard of square. We'll click this, these three lines here. And you'll see a new menu opens with home appointments, customers balance transaction reports, and places team items, accounts and settings at borders. And then you also see a couple more apps here that you can choose to go to. So these would be your main apps here, and you're able to configure them how you want by just holding a click and moving them around.

So next we'll go to the invoices. This will open up your invoice dashboard, which is similar to your appointment dashboard. It will show all of your invoices here and it will Give you a little information when you have nothing here. invoices are free to send it's 2.9% plus 30 cent per invoice when they pay with the credit or debit online. That is pretty standard across the board, PayPal and stripe. So you're not being charged to send invoices, you're only being charged a fee when you receive a payment.

So I mean your left hand side you'll see your menu of invoices recurring estimates, reports, settings, each one when you click it opens up a new portion of your dashboard. So in recurring, you'll see all of your recurring invoices that are going through when you use you can set up a series to let it run a certain amount of time. You also have estimates that you can send to customers For their information and if they decide to move forward then a you can change it to an invoice. We also have the reports tab that gives you overview information on any of your invoices that are outstanding invoices that you have paid, and any fees that you spent during those invoice payments. And then of course we have our settings for each invoice estimates and notifications. So in our invoice settings, you'll see you're able to put an invoice title which is optional, but you can choose to add it on individual invoices.

If you want to create a custom message and then you can create it here. If you would like to send by email automatically, then that is set or you can choose to send it manually which will give you a share link The setting for sending is immediately in seven days and 14 days and 30 days. So all of these can be changed on individual invoices. So this is just for each invoice that you send out this will already be inputted. So when you start you don't have to worry about putting this information in. You can automatically schedule payment reminders, you can edit your reminders here and add some you can take away so we have a minor due date, seven days before the due date, one day after the due date, and three days after.

So if you wanted to add another reminder, you can add it here and add a message or remove the reminder. Once those are set, each invoice that you set up will have those reminders available. The shipping address if you need that you can automatically request Add You can also allow customers to add a tip and to save a card on file. So this is automatically each one of your invoices for invoice customization for your logo brand color and business information that will be found in your account settings. Inventory Management is in your item settings, your team management in your team management and you have a option to give free processing. If someone creates a account using your link, you can both receive free processing or not so thousand dollars in sales over the next 180 days.

So once you have those set, we click Save. We're going to go to our account settings and make sure that our brand colors are in so are low Go was automatically brought in from our appointments and he set up. You can choose one of the colors here that match your brand. Best. You can show your referral banner which is the link for free processing your business name. If you want to show location, show that item description include any of your links your phone, Facebook, Instagram, Twitter and your website, any custom Tech's and your return exchange or cancellation policy.

And you can see all of your updates on the receipt on the site. So we have the cost and this will be the item name and the description where it will show up with the costs, the taxes and the total So this is how you can see how your receipts will look. So we'll click save and then we're going to go back to our invoice settings. So to create an invoice we'll click Create invoice and we will set up a test invoice to ourself. So you can depending on if you have a customer already in your customer list, or if this is a new customer, you'd simply type their name or the business name, you can create a new customer or choose one that's already in your customer profiles. Once that is added, it'll add the email address and the phone number.

You can add the invoice title if you like. invoice it Your message these things are automatically set in the settings but you can edit it here. This is a one time or a reoccurring invoice when to send out we're going to send it immediately and it's due today or piracy. here when you're creating an invoice, you can add services that you already have or create new items. So here we have our one on one console already. We see that we have the quantity of one for one hour of 470 $5.

So as this goes up, you will have get a updated price. If you would like to add this count, you can add it here. If you type it and it is automatically if it's in the system already, you can just click the name or you can use a custom one and have such amount for percentage or dollars. Click Add that gives you your discount, you'll see your subtotal the tax. And if you wanted to request a deposit, you can put the amount in either by dollars or percentage when it is due, and it will separate those that payment into two different transactions. So I have a deposit that's due today and then our balances automatically said to be due within 30 days, but you can change it to whatever date you are looking for.

So do submit 16 so we have a set for seven days. This will automatically send a reminder for that balance. It will go out on the seven days before on the due date in the day and three days after it's due. And since we added the customer to add a tip in our defaults, it's automatically checked who can have a customer save a kernel file. And if you had a contract for them to review, if you had wanted to send your policy for this service, you can attach a PDF or PNG here. So if you preview this invoice, it will show you exactly how it looks when you are sending this invoice to your clients.

So this is what they will see when they receive it. They'll have the bill Service, the description for this service how much any discounts and the two deposits that was the deposit in the balance that will need to be paid. And then you will send once you're ready and it will automatically send your invoice to the email address of the customer. So now our invoice dashboard has changed and we see zero dollars paid in the last 30 days and none that are currently overdue. We see that the customer has not viewed the invoice yet it is due today and the amount once they view the email here it will tell me if the invoice has been reviewed. I see here is view so that is where you can keep track on your invoices.

And I will add a screenshot of what the customer will see from their phones with. They have the option to use Apple Pay or Google pay also in their card information. So there's different ways that they are able to pay and get this invoice completed for so the same way is done for your reoccurring. The only difference with the reoccurring is you will need to set a frequency so it can start immediately and you need to have when it repeats you can do it they leak month or a year and set an end date or let it just go until and you can come in and manually cancel it. You can also allow automatic payments you'll add in your line items and your options the same for completing the estimate, it is literally the same thing so you will never have to worry about not knowing what you're looking for and not worry about if you can figure out the difference in the square makes it very easy here you'll see him send that estimate by email and manually send it immediately send it for a time that it expires with the line items, any attachments and once you send it, they can go ahead and approve it.

And they will show up much like your invoices section. So that is invoice.