Proposal_and_Invoice_Training_1280x720.mp4

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00:00:01

In this tutorial, I'm going to be showing the proposals and invoices system
00:00:06

The proposals and invoices are used to keep track of different business proposals, as well as expenses or invoices coming into your business, and it's very easy to use
00:00:15

For proposals, simply click on the create a new proposal, and then you fill out all the forms by putting in the name of the proposal, and you choose one of your leads or customers from your
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user's list, and you can set the status, such as if it's a draft or if it's ready, and I like to keep it as a draft when you're first starting, and you can also set the
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valid until, which is when this will expire, and then simply type in the description, and then it's that easy to create a proposal, and then once you save that, it will then create all the details,
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you can then fill in everything complicated and all the costs of this proposal, such as the cost, the time frame, the about us, you can even put in the notes in terms of agreement here, and
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then once all of this is filled out, you will be able to view your proposal by clicking on this button, and this will present your proposal in a nice PDF that you can view and send,
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and you can also add comments and see when it was created or viewed in different status of the proposal right there
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So it's that easy to create and send a proposal
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For the invoices, simply click on the invoices system, and you can actually send different types of invoices or expenses, and invoices are essentially for money coming in, and expenses are for expenses going out, so in
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order to create one, simply just click which category you want to create, like for invoices, simply click that, and then fill in all the details here, you have your invoice credit or expense, and then you
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can fill in the customer type, the status, the name, as well as all the details and products, so you would simply type in the description of a product here, and then you can set the quantity
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and value, and then add any additional products, and then just continue to add products and rows until you fill out everything completely, you can add your taxes, as well right here, and any additional notes or
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comments, and once you save, it will then create that invoice
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You can then clone the invoice and add the same details into a new one, so if you want to make multiple invoices and you're only changing something small, you can clone them, and then just change
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the one detail for that invoice, but you'll see it has now created that invoice, and then expense is the exact same, you're just putting in the money for the expenses, it's actually even easier, so you
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just fill out the company name, the amount, the costs, and that's how easy it is to create proposals and invoices