Tour updated – create an invoice, print and email using Invoiceplace

The Invoiceplace tour (screenshots) has been updated to demonstrate the benefits of creating an invoice using a template and using products on line items. Below are six screenshots of the steps required to create an invoice, print as a PDF document and email the invoice as an attachment to your customer. and

Create an invoice from a template

Create a blank invoice or use a pre-defined template that you have already created.

Create an invoice from a template

Enter invoice header details

Enter the invoice header details. Use any format for the invoice number and you can enter an optional purchase order number. You can also give your customer a choice of payment methods.

Enter invoice header details

Enter invoice line items

Enter the invoice line items. Choose from predefined products, or enter any product or service you offer.

Enter invoice items

Review invoice

Review your invoice before printing as a PDF or Microsoft Word document, or emailing directly to your customer.

Review invoice

Print your invoice as a PDF document

Print and save as a professionally formatted PDF document.

Print Invoice as PDF

Email your invoice

Email your invoice directly to your customer. Your customer will receive an email message with a PDF or Microsoft Word attachment.

Email invoice to customer

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. No sign up required, click here to start.

Creating an invoice demonstration updated

The demonstration screencast of creating an invoice using Invoiceplace has been updated. This incorporates the new features of creating an invoice from a template and using products.

Click here to view the demo.

Create an invoice screencast demonstration

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. No sign up required, click here to start.

Invoiceplace review and testimonial – Viking KARWUR, Freelance Web Designer, Indonesia

Thank you to Viking KARWUR for providing a testimonial about Invoiceplace :

viking karwur freelance web design in baliviking karwur freelance web designer bali jakarta

Simple and powerful for my freelance business… so easy to use… and best of all – offer FREE accounts. What a service! You rock.

- Viking KARWUR, Freelance Web Designer, Bali, Indonesia.

Click here for all Invoiceplace testimonials and reviews. If you are interested in providing a testimonial please contact us.

Create an invoice with products and services

If you sell products or provide common services (such as labor) a new Invoiceplace update is going to save you time and effort when billing and preparing quotes/proposals.

You can now create re-usable products (or services) that you can use on your invoices and quotes. To create a product click on the new tab titled ‘Products’, and then the ‘New Product’ link.

In the example below an electrical contractor has created three products that she can use on her invoices – a power switch, a standard labor rate and an after hours labor rate.

Iinvoiceplace Invoice products and services

Creating a product

The following fields are used when creating a product :

Product Code : A unique code / SKU number. An individual product code can only be used once on a product (they must be unique for each product).

Description : The name / short description.

Price per unit : The base charge for a single unit of the product (i.e. for one hour of labor, or for one power switch).

Price per Unit inc. Tax : Checking this tick box indicates that the Price per unit entered includes tax. After saving the product the pre-tax Price per unit is automatically calculated (using the Tax %).

Unit Type : What unit the product is sold in (Each, Hour, by the Day, etc).

Tax % : The tax percentage that commonly applies to this product.

Discount % : A standard discount percentage that applies to this product.

Notes : Your own notes or comments.

You must enter a Product Code, Description, Price Per unit and select a Unit Type. All the other fields are optional.

Create a product

Using a product when creating an invoice or quote

To use a product for an invoice or quote select the product from the drop down list displayed above the description of the line item. When you select a product the description, unit type, per per unit, Tax/GST/VAT % and Discount % is automatically entered for you. All you need to do is enter the quantity (Qty field).

You can change any of the line item fields after selecting a product if required.

Use a product in a invoice template or quote or invoice

Free accounts provide up to five products, paid subscriptions start at $12 USD a month for up to 100 products.

Easy online invoicing – save time with multiple invoice templates

Save more time when billing using Invoiceplace by creating multiple quote and invoice templates. Previously only one template could be created. If you have to create invoices for common products and/or services you can avoid having to retype the same details each time by using a template.

To create an invoice or quote from a template select the template from a drop down list. If you don’t want to use a template just click on the ‘Create Invoice’ link.

Invoiceplace create an invoice from a template

To create a quote, invoice or receipt template select the ‘Templates/Preferences’ tab and click on the link to create the required template.

Quote and invoice templates can be used for specific billing purposes. In the fictitious example below there are three available :

  1. The ‘Standard template’ used for jobs that require more than a day’s labor.
  2. An ‘Insurance Claim’ template’ for repair work as contracted by an insurance company.
  3. A ‘Short term job template’ used for jobs less than a day’s labor (this has a higher rate).

Note that all templates have customized comments based on the type of template. For example the insurance claim template has a section where a claim number should be entered as a reference.

Invoiceplace create multiple invoice templates

Free accounts provide up to five quote and invoice templates, paid subscriptions start at $12 USD a month for up to 50 templates.

Create a invoice without having to think

A new Invoiceplace update is now available that shows the last invoice number used when you create a invoice. This means you don’t need to remember what number you used previously.

The last created invoice number will only display before the invoice has been saved for the first time. Similarly when you create a quote or receipt the last created quote and receipt numbers will be displayed.

Create a invoice and show last invoice number created

The last created invoice number is sourced from the last invoice that you created – regardless of the invoice date entered or due date calculated. (The invoice due date is calculated as the invoice date plus the number of days entered in the Terms).

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. No sign up required, click here to start.

Small Business, Big Opportunity Guide – free marketing and advertising book for Australian small businesses

Small business big opportunity free marketing advertising book for australian small businesses

Sensis (which runs the Australian Yellow Pages, Whites Pages and the Trading post) has made available a free book to help Australian home and small businesses improve their sales and marketing titled Small Business, Big Opportunity.

You can download this book for free, and even order a printed copy.

There are 21 chapters in this free marketing resource, and you can download individual chapters in PDF format:

Chapter 1: Small Business in Australia
There is nothing as rewarding as building your own business. Identify the big issues that affect your business and discover what type of business owner you really are.

* Home-based and medium sized business
* Small business success
* The real causes of business failure
* Business owner types

Chapter 2: The entrepreneurial approach
It’s important to understand entrepreneurs are not born, they are made. Learn about the three steps of entrepreneurial business development, turning ideas into vision, the measurement of success and refining of the approach.

* Entrepreneurial business development
* Turning ideas into vision
* Measuring marketing and advertising

Chapter 3: Marketing to drive profits
So what is marketing? Marketing should be tightly linked to sales and in small business this is absolutely vital. Learn the many methods of creating value for your customer and the benefits of advertising.

* The basics of marketing
* How marketing affects sales value
* Strategies for increasing sales value
* Increasing prices
* Why advertise?

Chapter 4: Marketing systems
A marketing strategy and good systems are imperative to making your business profitable. Here are some ideas to help you find and retain more of the right customers.

* The right systems for your business
* A marketing systems checklist

Chapter 5: How image and brand drive sales
Every business needs a strong brand and image. First impressions count for a lot so find out here what you can do to promote your brand and get your customers talking about it.

* Where did branding come from?
* What are image and brand all about?
* Why do you need a brand and image?
* Developing and promoting your brand

Chapter 6: Developing your unique buying reason
What is it about your business that appeals to the buyer? We need to stop asking ‘what is it?’ and start asking ‘who is it for?’ and ‘what do they want?’ Learn to market from your customers’ view.

* Defining your promise
* Developing your Unique Buying Reason
* Look at your business from a customer perspective
* Positioning statements

Chapter 7: Finding more of the right customers
Do you know the profile of your ideal customer? Identify your target market, know your customer inside out and the low-cost ways to reach them.

* Target the right customer
* Know your customer
* Customer segmentation
* Investment on new customers

Chapter 8: Turning browsers into buyers
Ever wondered how to turn those browsers into buyers? Find out the secrets to building rapport with your customers and ensure they’ll be satisfied with the service you provide.

* Stop selling
* Why people do and don’t buy
* Establishing trust
* Turn browsers into buyers
* Guarantees
* Phone scripts

Chapter 9: Winning the customer’s heart
Win the hearts of your customers. Increasing sales to the people who are already your customers could be the key to bigger profits. We give you a simple formula to establish just how much you spend to serve your customers.

* Think like a premium brand
* The value of a customer
* Loyalty programs

Chapter 10: Creating advertising that sells
Read the rules for successful advertising. Use our practical points to write ads, slogans and use our design brief template to get your ads looking better than ever.

* Get the message right
* Writing ads
* Slogans
* Graphic design tips and template

Chapter 11: Making your message seen
So what are the right media channels and more specifically advertising channels, for your business? From the internet to text messaging, we give you a heads-up on navigating this complex market.

* Using media channels
* Navigating a complex market
* Media planning template

Chapter 12: Local area marketing
Now it’s time to think local. Break your target market down even further and focus specifically on the best media channels you can use to spread the word amongst your local community.

* Community newspapers
* Local search marketing
* Outdoor signage
* Local directories
* Shopping dockets and word of mouth

Chapter 13: Direct marketing
Direct marketing – it’s important to get it right! Update your databases and read some simple ways to reach many customers with ease and creativity.

* Database management
* Direct marketing tips
* Telemarketing

Chapter 14: Driving results with directory advertising
Directory advertising is different. It’s the place we often turn to when we have already made a decision and we are ready to buy. We give you tips to design your directory ad for print and the internet.

* Buyers not browsers
* Yellow and White Pages directories
* Creating directory ads
* Why should people buy from you?

Chapter 15: Virtual profits – an overview of digital marketing
Digital marketing is fast becoming a very popular mode of reaching customers. We tell you the important reasons why internet marketing should be on the small business marketing agenda. Pick up some web design strategies for your own site as well.

* Online growth
* Why do people shop online?
* Design a website
* Email and viral marketing
* Mobile marketing
* Competitions
* Voice broadcast

Chapter 16: Search engine marketing
Online search is a rapidly growing part of our culture. Protecting yourself and brand online is a must, so read here how search engines can work to your benefit. We also provide advice on how to engage a search expert.

* What is search engine marketing?
* How search engines work?
* Tips to successful search engine copywriting
* Protect your brand online
* Tips on engaging a search expert

Chapter 17: Broadcast media
Lights, camera, action! Make TV and radio work for you. We explain the benefits of advertising with both mediums and the ways to keep costs to a minimum.

* Free to air TV
* Making a TV ad
* Write a media brief
* Make radio work

Chapter 18: Print media
We give you some advice for identifying which newspapers and magazines are best for you and how to get your ads placed in the best spots.

* Newspaper advertising- placement, features, colour
* Magazines

Chapter 19: Outdoor advertising
Outdoor advertising options are growing. We look at the advantages of advertising in this medium and you can read the ‘do’s’ and ‘don’ts’ of designing outdoor ads.

* Does it work?
* Advantages of outdoor
* Design
* Measurement and future enhancements
* Advertising in non-traditional places

Chapter 20: Public relations
Cultivating relationships with external stakeholders can play an important role in your businesses success. Learn the best way to handle the media (radio, tv and print) and promote your business through conferences and events.

* Working with the media: newspapers, radio and TV
* Media training
* Writing an article or press release
* Photos and events
* Sponsorship
* Agencies

Chapter 21: The road ahead
Two things should not be forgotten – people and technology. Learn why these are at the forefront of your business.

* People and technology

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. No sign up required, click here to start.