Demo of Square App to Create Invoices For Younique Deals

Demo of Square App to Create Invoices For Younique Deals


This is how I use Square to create Invoices to have my customers pay for promotional deals that I advertise on my private group.
Closed Caption:

okay this it the square actually go to
square up to commune
login and I'm gonna bring you to your
dashboard but what I at ready
the invoices I'm sorry in advance for my
children in the background and hopefully
you can hear me OK
so what you gonna do is if you want to
create
invoice and you can see here it also
shows me a list of all of my invoices
whether or not they're paid or ever do
so if you want to create an invoice
let's see what to do with your customer
and you want to get them
on a mascara and the pigment 432 dollars
which is what they pay
up front for around just the mascara for
for example cell to get a click Create
invoice
and then you can tell your invoice I
normally say
unique order and then that day
and it will automatically
I number eight for you in a sequential
order
and you can put their name here for the
invoice myself just AM
can keep it simple here and create a
fake one
there email address will go here and
then the due date because
typically if they're gonna want to pay
the same you're gonna want them to pay
the same day so that you can get
their order n obviously that the same
for the same day and you can type in
little think you know rate here
missed
now you can do is come down here and
you can actually have items queued up so
you can see here I had at March bundle
dear
at deal and arm I also have just one
three five alas mascara letting someone
wants to buy
that straight up I have that priced out
as well on
but you can just type something in so
let's say
it's an a pro bundle deal great
and you know you want one and that you
want to charge in thirty two dollars for
whatever they get
they're getting PCR typing your price:
you'll have your mouth
if you were doing more than one item you
can come down here
add another item now the thing to pay
attention to
a you see down here where it says PA
sales tax
you wanna always make sure that you're
charging tax because you're gonna have
to pay the tax
so over here on the a row this is where
you check for
and check to make sure your including
tax on that part let's say you wanted to
add shipping
into this you can always say you know
shipping
one at 550 and then you could say
don't add tax on that because you lack
an attack shipping right so
it's only gonna tax attack stays the
same on the attack better retirement
and now its 3942
you save this invoices descended
or you can send what happened there's
when you get
when you get paid the email address that
you sign up wit you get a notification
thing that you're
invoice has been paid or you can go to
square
click on invoices and check the status
once normally what I do is once they
came here even the square doesn't que me
until technically I think the next day
our next business day if I have enough
for my pay quicker counter
or whatever all go-ahead from that
because once wanted paid you're
definitely getting the money it's
their transactions Bend IN they've been
approved or what not
say you're good to go arm let's say
that you wanted to set up an item so
that you can just check at
choose it from that drop down if you
click on
items right here here's where you can
create and I am so these are the things
we saw on that drop down
see we're just click create an item and
then
over here you were just type the name
and cell phone use a sample
yeah on you can select a category good
are you can tight type in what it is
askew if you want and the price
units so let's just say said
and then down here you can step the
certain settings still like
here you know you want to include the
sales tax every time you apply this to
an invoice
and I always believe this on checks
because we're not selling on an online
store
if you want you could add a description
but that's more for the online store
stuff so I don't
once you click Save it'll be at its easy
here
if I now go back to invoice says and
create an invoice
I was gonna scrub shape but
I cannot choose my sample and it will
automatically
price everything out for me and then I
can send it
so that kinda just the just how to use
where detective create deals
I'm for unique and on
I hope that if %uh all think

Video Length: 05:05
Uploaded By: Jenn Harris - The Confidence Corner
View Count: 1,296

Related Software Products
My-Invoices
My-Invoices

Published By:
Visionbase Software

Description:
Designed for the small business this invoicing software tracks opportunities, invoices, quotations, purchase orders as well as products, age debtors and recurring invoicing


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