Efficiently Generating and Editing Invoices Using Advanced Software Features (Full Transcript)

Speaker 1: So The next thing that I want to show you guys is how to invoice this contact, okay So we it looks like we've collected 3,200 or we built or we want to build 3,200 bucks to our contact for the time that we've actually been on this case But he's given us $5,000. So let's do this. Let's take the $3,200 Out of the $5,000 retainer that we've already originally set up. Okay. So what do we do? I go to invoices I click on add a new invoice. I click on generate and we're going to generate the preview of the invoice Okay, so this is a really cool page. A lot of softwares don't have this page What we can do over here is we can make any arrangements to the invoice before we submit it So let's just say I want to make a description for the draft revised document to go on the invoice to say we were revising engagement letter No, it doesn't matter. And I can write anything I want. I can write hey right here, I can write hey right here, so that on the invoice, I know automatically that I have descriptions and my client knows exactly what I'm billing them for. I can make any edits I want straight from this preview page. I never have to go back, and that's something a lot of softwares don't have. So even if I want to add a new time entry from over here, instead of having to go back to do it, I can do it straight from over here by adding a new line. So I can add a new time entry, I can add a new expense, I can add a new flat fee, I can do everything straight from this preview page. So that when I submit it, you know, I'm doing it all on one page. And as you can see, by the way, this is a very progressive thing. Our software is very progressive, it'll take you from one step to the next, we want to make sure that you're being very efficient with the amount of work that you're doing. And that's one of the reasons a lot of people want software is to either a consolidate everything that they're doing right now, or B, just try to be more efficient and organized and to make sure that they're getting work done as fast as possible. And so everything that I'm trying to show you today, we'll definitely get that done. So how do I take this balance due out of the 3200 bucks, or I'm sorry, how do I take the 3200 bucks out of the retainer? I would click on use trusted account balance to pay this invoice. So I like the S, and I press save.