 Hi guys, welcome to my YouTube channel back to Daniel's tech world here and in today's video I want to demonstrate the green invoice invoicing system. So green invoice is one of the approved invoicing platforms one can use in Israel as a freelancer or a small business and I'm just doing this video because it's a nice way to combine two interests of this new YouTube channel, one of which is technology specifically Linux and open source and the other one of which is freelancing because I am a freelance business technology writer. So this is green invoice and I've used a few of them, I like green invoice the best despite the fact that there's no English language translation or user interface but it does a really nice job for basic bookkeeping. Just remember that you do have to use one of these tools if you are using digital accounting and there's really no reason that you shouldn't be doing stuff digitally and not writing up paper based receipts. So you can't go ahead and use something like Wave which is a popular and otherwise popular invoicing platform. There is kind of a workaround you can use to in parallel if you double bookkeeping but to be honest with you I wouldn't say that it's really worth this. This green invoice can generate stuff in it can generate invoicing receipts in English so if you have international clients or your clients are abroad this has a way you will not get stuff in Hebrew to them so that is quite good. So basically what I'm going to show you here is firstly the signup process I'm just going to create an account using just a fake national ID number because I'm not going to provide my real one here. So this is a signup screen and this is the sandbox the green invoice have given me access to for this video so it might look a little bit different when you're actually signing up yourself. So quickly, 30 days from now we're going to go to Chayvout so you get currently 33 days of free trial without commitment. Just ask you for a few fields, I'm going to put my name in there, I'm just going to create this demo Gmail address here and I will just for the purpose of simplicity. Now Ms. Paar is a Hoot so I'm just going to drag this guy over my trusty Israeli ID, fake Israeli ID generator. It's a GitHub project by Mr. Georgi Boonen, this Israeli ID generator, don't ask me what the intended use case was but it does seem to work so I'm just going to put this fake Tiaudatzahut here put in a password and then you have Karati and Ishaarci at Anayish Moush and at Midineiot aprotiut so this is just confirming that you agree to the TOS, Terms of Service, that's the Anayish Moush and the privacy policy of Green Invoice. The second one is, Saudi Arabia wants to get a mail, email, e-mail, e-mail, e-mail, e-mail, e-mail, e-mail, e-mail so you don't actually need to signup for their email with tips for freelancers, of course you can if you want. You actually can use this federated sign-up here with Hitstar Futmahira through Gmail or G Suite. Generally I try to minimize the number of third-party applications that have access to my G Suite data in any guys whatsoever, so I'm just going to sign up this way despite the fact that it's sorry I've lost I'm using my other screen here. So basically this you'll get a confirmation email and now it is saying it is saying that I've already done this. I almost completed this process previously and I aborted it because I was just opening my Gmail, so basically we can go to the Qvar resumim. I'm just going to show you here if I bring in this screen this is the this is a confirmation process. So after going through that registration form you'll get an email that says ishura shema lafalat hashbon, so just confirming to activate the account. I'm just going to copy this link so that it's in the same in the same session. So this is just a Yofi and it gives your name and it just says in order to activate the account. So bear with me for a second while I go ahead and swap that in. Welcome back. So I just gone ahead and copied and pasted the confirmation link into my browser and it said it said Yofi Daniel and now it has taken me to the registration screen over here. So I'm just going to open up a Google Translate and of course please forgive me for any Hebrew mistakes or mispronunciations but it should be enough to walk us through this process. If you do need help in the process you can reach out to the green team. They are very very responsive here. If you click on the Ezra button it says that they're available 24 hours a day and they are available in writing sorry yeah they respond like through messages from between 10 and 6. I'm actually recording this video on Yom Atsumaut, a bizarre Yom Atsumaut when the whole country shut down but in general you can you can use this Zendesk form here. I'm not going to get into using support let's just go through the process of setting up our business here. So Suk Ezek is the first drop-down here. I'm just going to zoom in a bit. You have Ezek Moshech, Ezek Patur, Hevrat Bam, Amutah, so I'm not going to get into partnerships or Amutot which are NGOs. I'm just going to go to the first option. The demo here is going to be for an Ezek Patur. Ezek Patur is a VAT exempt business as I explained or maybe that was a previous take. Ezek Patur is the most basic freelance unit. It means that you're exempt from paying tax. I'm not going to give the technical information because it could change in the near future. It's currently at about 100,000 shekels a year about. In other words if you make less than 100,000 shekels per year you can run an Ezek Patur and that means that you do not charge VAT on your invoices and by you do not charge VAT it means you cannot charge VAT and conversely you can't claim back your VAT. Value added tax 17%. So I'm going to go here with Ezek Patur. It automatically brought in my fake ID number. I'm going to create a name for my business here and you can see shame Ezek and shame Ezek Bangles. What will we say? Let's just go for it. Daniel Rosil. I have a typo here. Daniel Rosil. Daniel Rosil events. Okay Daniel Rosil events. So you put in your business name in Hebrew then in English. And this is just where the business is located. So I'm going to go for I'm going to just say where the so that I'm not intruding on anyone's privacy too much. I'm just going to go for Agripas. This is actually where the central post one of the central post offices is in Jerusalem 41 on Agripas. If you're doing this clearly you will put in your own details. So I put in my ID number. I select my business type as an Ezek Patur. I put in my business name and this needs to correspond exactly to what you have registered with that's the tax authority and ma'am that's the vast authority. So you can't just come up with a random name. If you change your name which I did I changed my I changed the name of my that's my business after a year and a greening voice can connect two accounts together and I would actually say their support is really really helpful. It is only in Hebrew but they're really helpful. Here we go. So click on the button and hopefully things are going on. So Mosifim logo. So basically this is asking you for your logo and for your signature and you can actually do it directly on the screen here. So I'm just going to quickly come up with a logo and I will upload that in a second. Okay so I just created this logo in GIMP which is an open-source image editor for Linux. So I'm going to just quickly save this and then upload that into my greening voice. Okay so I've just clicked on the upload button here and you can see that it's just parsed in the image and it's allowed me to crop it automatically as well. So you can just you can do a bit of cropping here to get it down or up as you wish. Go a bit tighter on the crop. Just going to move it like this. It's got a little you can see the center cross marks there and Shamira is saving and that's going to say that. So I've got my logo there and you can just capture a digital signature. I'm just going to do DR in cursive Hebrew and also you have the nice ability. So it's a very very cool system. So I'm just going to make that a bit smaller here and then click Shamira again. Now you can also upload an image file if you would prefer to do it a bit more. You can see this is just done with the mouse and it doesn't look beautiful but it has done the trick. So I've captured my business logo and my signature there. Now I'm going to click on the okay. So this is basically just previewing for me what my invoice is going to look like. You can go for various color schemes. So choose the thing you're most happy with. I'm going to go for gray. Because it's a you're not going to lock down and it's a bit of a gray day. So so just say when you're done, when you've selected your one, just click I you know I've made my selection and I'm good to continue. Now you're going to be now you're asked here for a Tchum Issouk and this is a delightful graphic here of someone drinking a cocktail on a beach and this is asking you for your business category and Miksua, which is like a subdivision of that. The second question is come as man. How much time do you have? You've been running this business and the two options are it's completely brand new. You're just starting or I'm already in progress. So this is an event business. So I'm just going to go for I mean, it doesn't matter really for the purpose of this demo. Just going to look through and find the best option. Okay, so I've selected my parent category and I've just gone for a here, which means other is my sub cat. This basically will there are certain expense codes that if you're capturing expenses through this will be useful. So you should go for the one that's as most accurate as possible. But that should be close enough for this demo. So I've gone for that and then I'm going to click on this the empty and this will finish the initial set of process. So after clicking on that button, I've been presenting being presented with another screen saying, if shall it say that that I think we're ready to go. And it's just basically you have a little video you can watch here in Hebrew with some tips. And it's just asking you where you want to go from here. So the hagedro to S actually is to the to the to the business settings and the affidavit on this machine is issuing your first business. I'm just going to jump to the settings page. Now, let me just begin begin the tour, the tour a little bit backwards going from here. So this is just basically hagedro. But let's just go back to lobby. So in your lobby, you basically this is kind of your your your your heads up about your business activity. You can see here, it's got the the VAT rate. It's got the Bank of Israel rate and it's got the it pulls in the official exchange rates to. You've got some helpful content here as well. And this is your count at the bottom here. You can see I'm as much in Beminui. This is created created me. I have 50 invoices still to use. I'm on the this plan here and that basically, as I create invoices and documents actually means documents that this will go up and count towards my limits. And if I go above the limits, I need to sign up for a higher tier. So you can also edit I generally go for this one. Shana no hit means the current year 2020. And this will show you know, I haven't issued anything as soon as you begin issuing issuing receipts, your it'll display here. So you know, in January, we're now in, we're now in April, almost in, almost in May. And if I go in my real in my real green invoice, I can see, you know, the cumulative cumulative total of how much money I've made. Now, this is useful that if you're approaching the Osec Moushe cut off that it might be time to speak to an accountant. So that's the benefit of having your overall tally up there too. Now, I've just jumped back to the Haga Drot. This is the this is up here. This area, this is the main settings area that you have here. So we saw that I added my logo, my signature. And you can just leave through these Pratay Tikshorat is is where you have Katobat, Van Gliet, Katobat. So basically, it's worth creating. And this is just so that when you when you do issue stuff through English data, that everything is, it'll draw down from the settings page. So you can see Katobat was a grip was a Grip Pass 401. This says Katobat, Van Gliet. So you can just type in a Grip Pass 41. You should is your Shalime me could and this is just your own details. It's important to fill these out because this will populate into your default templates, right? So I'm just going to get the postcode for for that for that address over there. And if you don't know how to do that, may as well make this a complete run through of useful things you can do. The the door used for the Israel Post website has a useful little utility for finding post codes. So I'm just going to bring that in. That's my me could and this would be your the ad would be your mobile phone number. Oh, telephone if you have a landline. Oh, at the mail is your email address. So this doesn't need to actually correspond to the one on your system. You might have a website. I'm just going to say, oops, just zoom in a little bit. So I'm just creating email address and at the internet is your internet website. And we already populated these during the signer process. So I'm just going to update those. Now again, this is your bank information. This does go on to your invoices. So this is where you would put your all your bank information, starting with your bank code, the name of the beneficiary, the SNEF. Every bank in Israel has a code sorting, sorting number, a account number, and a Swift and an IBAN as well. So I'm just going to put some junk numbers into this and click on save and this will again appear on the invoice. Now just something to point out here. And that's this, that's that again, in green invoice you have here, and you have a corresponding entry here. So basically, this is if you're issuing an Hebrew draw from this, where you only need the bank code and they'll know which bank. And if you're sending to international clients, they will not know that system. So you'll need to tell them the bank, this is English, bank code and the shema wu taf in English. And the IBAN, the IBAN is the crucial information. So I'm just going to again update this and click on save. The next screen and settings is the who's farim. Now if you are doing business with Israeli clients, you probably already know that the bureaucracy here is as famous. It lives up to its famous reputation and a number of yishorim, which are confirmations are commonly required. And two of these are here yishor ni ho's farim and yishor ni ho imas ba makor. This is a confirmation of bookkeeping. And this is the confirmation of deduction of tax at source. So basically, you can ask Masach Nassad, the tax authority to deduct a certain component of tax at source, you can know that that means you can deduct zero. You can deduct anything. And that just means that they will take a percentage of tax at source, so that you don't need to go and pay it later. So that's based on your, that's based on what tax brackets you fall into. Now I'm not going to go into that because I'm not an accountant. An accountant can explain these far better than I do. What I am here to explain is that you can use this upload button and you can upload a PNG file and a PDF of your confirmation certificates and send these easily through the system. And you can also enter that information here. So if you are deducting tax at source, then you should update this area with your information. The next field in settings that this useful to look at is a tochen kabole mas machim. This is default text that will appear on your documentation issued through green. So the first one is tat katole mas machim. So this is header content. And this is text petachtit mas machim. This is footer content. Now what you can do is apply this content to the various document types. We'll go through these shortly. But just give a quick rundown. Hatsat machir is a quote. Hazmana is an order. Teodat mas luach is a shipping confirmation. Dispatch notice. Teodat chazara is a return confirmation. And the common ones you're using really are Cheshvonisqa, which is an invoice. Kabela, which is a receipt. Hatsat machir, which is a quote. And hazmanat rechesh, which is a purchase order or more commonly called a PO. And then again, you have the corresponding information in English. So I actually should have put that here. Select the document type and click on save. Now the other important setting it's worth taking a look at before beginning to use the system is if you are how to send a through our email address. So this is under tat tatsugat shlicha. Now I used a Gmail address. So if you're not using a Gmail address, if you're using on your own domain and you want to input the SMTP server, it gives me that option. Now this is a sandbox and this is not the actual current green invoice that's being used. But I have the option of specifying if I want to send through my own SMTP or through green. But you can't get as you saw I added my business address. It gives you the option. So I'm just going to send through my Gmail here because a lot of people use Gmail. Now you can choose how you want the default subject line to appear. You can just go for that and change the color scheme. But this is where you select the sending email. There's a couple of important options under. Now you can see that when you issue a document, what you want to get. So you'll get a blind copy when you send your stuff out to your clients basically. So you can choose to include the original form or you can get the PayPal as well. Basically, if you look in here, you can see which options you can set. Final screen in the options is this is sending out a report and mail if you didn't figure out means email in Hebrew. Sending out email reports automatically. So you can choose to get reports of income, expenses, which day of the month, the second, fifth, ninth of the month, the sending frequency and the file type as well. So I'm not going to drill down too deep into all these features but under Doho, you do have the option to send out these reports on an automatic basis. Another important feature here is Now, basically, this is the starting number sequentially that you're going to be starting with. So basically don't do this after issuing. It'll kind of mess things up but if you are starting from another platform and you want to start from invoice 200, you can specify. As I said before, invoice is order, et cetera, et cetera, et cetera. So if you've just issued invoice 100 for the year, sorry, let's say you've just issued invoice cabala 100, you can choose to start the sequence from 101 and the first will be 101 and so on and so forth. And also let's just change also for the invoices to you can just go like that in 001. Next page here is, I like the Hebrew they used here, ha-mar-kat hanut, his dam-nuyot le'asek shalachan. Usually in English platforms, we would call this an integration library and that's what ha-mar-kat it always confuses me as if it's like a stock Marcus. These are integrations, so I'm just going to run through some of the integrations. They are quite good, I must say, but you can reach here in the small print in gray at the top the terms and conditions. So Google Drive, for instance, is only available on the popular Maslul. PayPal is incredibly useful, of course, and it's available on the popular Maslul. Etsy is there as well. Again, I don't know what's actually new, what's actually been already rolled out. This is, as I said, green invoices internal testing system here, Wix, and you can get a few credit cards processors. So these are kind of complicated, they have added Easter cards as well, and it costs 39 shackles and months. So, I mean, obviously, if you're a if you're a business doing point-to-sale stuff and high volumes, then it's worth doing these. I would say for the kind of small time, if you excuse that put down, freelancer is including myself that I'm making this video for. The Google Drive one is useful. PayPal is very, very worth setting up if you're on popular or above, and paying here is useful as well. And if you have PayPal set up, you'll be able to have a pay online link included with your outgoing invoices. I am, unfortunately, not able to connect PayPal on the sandbox environment, but what I can show you is a real invoice. I issued up, luring out my client. This is the email they guess. Once you've integrated PayPal and you just sign in and follow the instructions basically, and they get a little pay online button and that pay online button will link through to PayPal prepopulated with the with the invoice information. Once they do pay, a receipt will be automatically generated on the back end and will send to your client. So it's a really nice integration. Of course, PayPal do take a fee, but to give people the facility to pay online, I think it's more than worth taking that small hit. Next step on the process of setting up your green invoice is really to register a customer. So if you just look at the top here, lobby is the dashboard, is your forms, is where you can record your expenses. Is your customers, are your suppliers, are the things you're selling, your inventory, are the reports, is settings, and as you said, is actually an integrations library. So let's go to Locot here and let us create a customer. So I'm just going to create a customer over here. Again, this is for demonstration purposes. I'm going to say that my customer is called Daniel Rosehill. I'm going to do myself as opposed to my name. I'm just going to actually try Daniel Rosehill demo at Gmail. Your email address will go here. Now, something, a cool tip, well a tip I recommend if you're using G Suite is creating groups for your customers. And if you create a group for your customers like Rosehill account at DanielRosehill.com for instance, your G Suite, the user will be in that group. It takes a little bit of work to set up but I can do a separate video but that means you'll automatically get BCC to such and all outgoing billing just to make sure that the the system is working perfectly and I think it's worth having that insurance. But yeah, let's see if the system will take the actual user email. If it doesn't, remember you can add multiple emails here. So if you have two points of contact it will send. We'll go through that when we actually send a demonstration. So this is where you can select the payment schedule for this customer. So this means how many days you have to pay their invoice and the system will use it to calculate default due days. So this is basically net 30, net 45, net 60, net 75, etc, etc. And me at D is pay on receipt. So let's go for that. If your business is in Israel, they will have an ID number. So I'm just going to I'm just going to create a new one from my trusty fake ID generator here. Generates nice looking fake ID. Hope this doesn't really belong to anybody. Katovet. These people could be my neighbors at Agribas number 42. They're also in Yerushalayim. Let's just take that same zip code as we used before. Now Medina is where they are. So this is obviously in Israel, but you can choose any country. So make sure you put where your where your customer is located. Tchomashirut is what they do. Mktoa again is before nothing here really important. You can add tags here at Tchomashirut. So I've now created a customer here and if you go on to Lokhrot and click on call a Lokhrot, this is your list of customers. You're able to search here by you know if you obviously the longer you're freelancing you'll develop quite a list of customers hopefully. And you can search through that list by using this search button. So this is just my customer Daniel Roshill. And you can also quickly generate documentation for him or her. And you can actually get it. These are just shortcuts you can use to quickly create a report for or you can edit them. So if you screwed up on the general information about the customer notes, this is more detailed than what we had before. You can fix it at any time. You can change where they are. Pratikshorid is good if you want to annotate this to the invoice. I'd actually suggest doing this too. 0501234567. We'll give them a phone number. Sheimishkesher would be right. So you can add this to the to the account records. Cheshponiot to Pratibbank. You can add their bank details as well. And you can also save credit cards. So this requires the integration but and you need to be on a certain plan of one of their Maslulim to get this. You can save customer credit cards as well. Let's just go for a very simple operation here. Let's create an invoice. So just to say how we did that Cheshponiot. You can also go into Mismachim. Hafqadat Mismachim. Which means Hafqad Mismachadash issue a new document. And the document you want is going to be, let's go through the whole process. Why not? And I'll show you how to create one from the other. Hatsatmakh here is a quotation. So Tariqa Mismach is the date or we're going to make it today. Matbea is currency. Now I want to just show you a couple of currencies in Hebrew because of the fact that the acronyms are confusing. I'll just I'll just run through the common ones. Shekel is obviously the new Israeli Shekel. Dolo is Dolo. Unqualified always means United States dollar. There's actually many dollar currencies in the world. Euro is here. Now this weird guy Liste is Pound Sterling. So just be aware of that. That is Pound Sterling there. The Japanese Yen. Swiss, Frank, Euro, Sini, sorry. Chinese Yen. Dollar Australia, Australian dollar, dollar Kennedy, etc. But just the weird the weird one that always throws me for and I do sometimes issue invoices in Pound Sterling is this guy. So let's just do Shekels and here is this is very, very, very important. This Safa is obviously language and this will determine whether the system generates and if you go in English just remember it's going to pull all the English fields out of the back end. So make sure everything is nicely populated before you go and issue stuff in English that doesn't have English stuff. So I'm going to make this an English invoice as this is an English tutorial. You can actually directly create a customer at this stage but we already did that. So simply clicking once, usually I would search for my customers like this but as there's only one in the system we can just issue it to Mr. Daniel Rossell and it's already pulled in the email. Now if you want to send this price quotation to an additional address you can simply type it in like that and click save. And now this will also this will also send to demo at DanielRossell.co.io. You can add a narrative here so I'm just going to say quote because we said this is an events company right quotation for preparatory work for Shlomo and Rivkey's wedding. Beautiful. Now this is where you get to this is where you denominate the the invoice. Now it's automatically because I'm in Osak Patur it's automatically coming up as this is otherwise where the MAM would go. You do have the button here to round amounts and you have the option to add stuff from your inventory. So basically under Michi wrote you can create a list if you're selling something on a recurrent basis such as I don't know there's a fixed cost for red carpet rentals. So let's just save that. It's been saved in the system. We can go into Michi wrote here. We can go into pre-team and we can just create one. Now what I'm entering here is something into our inventory. Assessing is a price. Now I'm going to write this in English and I'm going to just make sure I'm left to right. Red carpet rental hourly. This is a description. I'm going to just standard red carpet for weddings and other events left to right and I'm going to say it's I don't know 50 shackles per hour for the red carpet. Now if I go back to my invoice and progress here and this one here the second one I might get the bell's right wrong wrong here but this is drafts and you can also see which time period to show and which document type. So I can keep working on my quote to myself for Rivki and Shlomo's wedding. Preparatory work for Shlomo and Rivki's wedding. What I can do now here is I can choose to import the red carpet rental hourly and I just need to click on so now it's populated automatically 50 shackles hourly and I'm going to say they rented it for three hours and now that's 150 shackles 50 times three. You can also, means discount, you can also give them a discount on the whole invoice but let's let's just not do that for the moment. Let us then just say consultation fee hourly consultation fee at 150 shackles per hour three hours that would be 450 and that's the invoice. Now I sorry I did 450 shackles an hour. I did three times 450 let's just leave that as. So now I've denominated my invoice I can use this button to give them a discount let's just say that Shlomo and now you can apply a percentage or you can mark it down by a fixed amount. I'm actually struggling struggling here to do this. Ah sorry you need to click here so I can give them a 10 discount. You can see that knocks it down to 1350 or I can deduct 200 shackles flat. So let's say Shlomo and Rivki negotiated as people do they haggled and they negotiated 200 shackles off the invoice. We're gonna quote them 1300. Now in this section you can write notes. This will overwrite script here and we'll just this is the bottom and an OSAF for mail. This is important this is stuff you can include in the mail in the email to the customer. You can even write the message Shlomo and Rivki. I'm just gonna zoom in a bit here. It was a pleasure to meet you both today and to be considered to help plan your wedding. Please find and close a quotation for my initial consultation and red carpet rental for the photoshoots. I don't know how I come up with these things. So I'm just this is going to go in the email and this is going to go in the uh this is going to go in the body of the document. I'm going to say quote valid for 14 business days only and now what I will do is if I go on uh if I if I click on Shmira uh to you to Yuta it'll save the draft and Hafqadat will issue it. You can something what I do in practice is I issue most of my invoices monthly and I will keep drafts for my customers in uh saved uh saved in drafts for the duration of the month. I'll keep itemized them throughout the month and at the end of the month I do my invoicing all in one day on the usually the 31st whatever the last business day of the month is and then I will issue them collectively. But let's go for this. So I'm going to click on Isshur Hafqadat and Mismach is just asking you to confirm and there we go. The price quotation is being issued. I'm just going to wait for wait for a second for this to be received on my side over here. Now I've just received my my carbon copy here. You can tell because it's coming from green invoice to me. I have my logo here and you can see my message to Shlomo and Rivki is there and if they click on this button they'll be able to to download the the quotation. Now because we selected English this is the actual one that's gone to the customer and I have simply received a BCC. It's a little bit cleaner. It does come from green invoice but the reply to is uh is set at my address. So if they clicked on the reply button in Gmail it would uh it would go to me and not to green invoice. So there's no worries there and it's coming English. So instead of if this wasn't here what I said it's at Makhir it says price quotation and download so I'm just going to show you now the actual file that we've generated. This is the actual PDF that was attached to that email and we can see here basically it's got my uh it's got my information here and it's just overwritten that it's a demo account. It's got my uh the receipt my the sender is tax ID on the right hand side and it's got the customer's information here and it has all the information et cetera and the footer content populated here into the bottom. Now this is really the majority of what you can do in the system but you can also do a little bit of um a little bit more. If you click on this button uh you will be able to get the original uh original copy here and I'll just show you what that looks like too. So the original is always in Hebrew so you can see that this is the at Makhir uh in Hebrew um and watch this button here is the English copy and again excuse my terrible um my terrible Hebrew over here and this is has got the EN at the end of it uh the file type so that's how you know that you're getting the the English copy. You additionally have the option to uh share this directly in telegram it's got an integration a few uh and WhatsApp and if you have enabled the Google Drive uh integration um then you will be able to um to save it automatically to a drive. Now um we've just quoted Shlomon Rivki 1300 shackles so the next thing we would do is they say that sounds great um can you send us an invoice so uh you have if you click if you go into Mismachim you can also go into Lokhut and uh open up the account um and then you can see the full list of Mismachim pertaining to that account uh or what you can do is go into Mismachim and see all your customer's documentation and trust me this will get busy the longer user program hopefully um so what I can do here is click on the the price quotation and click on the and that will uh create a corresponding uh quotation uh with all the details pre-populated so we have the red carpet and we have the consultation fee and whatnot um now some important things um Tariq Mismach is the date so we're going to issue on today's date very important very very important leta Shlomon add the payment date until now we said that our default is net 30 um and that's automatically said 31st of May but let's say we want to give them only less time than that to pay their invoice so it's gonna be due on the 9th okay uh Shekel is a currency and Glitte here the details are as before and as he said you can also send another copy to um to anybody else so if someone else of your account says could you could you send me a copy too you can say no problem uh just add as many email addresses you need here um now if you have these issues if you have these uh if you have these configures credit card payment and uh PayPal you are able to uh configure the maximum allowable the number of touch the meme that you allow your customers to go with now my integrations are not connected here um but they they usually do appear and you've also got a checkbox um and that's it and the same process is before we're going to save this and then we're going to issue um our first uh quotation and we i'm not going to go into the form again as before but the exact same thing in the subject field you get quotation for proprietary work and download file and it's the same now we have uh issued a quotation uh we have issued an invoice and um now we're waiting on the customer to pay so here is invoice number one um and uh now let's say if if um the customer pays their invoice now there's two two ways firstly this if you have an integration with PayPal or a credit card processing gateway um uh this can all occur completely automatically uh or you can do it manually so if you're if you're not doing that if your customers are paying you um you know through uh a bank transfer or through check or through cash uh you know or through really any other way um in which you do not want to it's not going to be done automatically then uh you need to to do it like this um so let's see how it works again so the date of the invoice of the receipt is uh this is when you issue it okay not the date the money was received um now um uh this is the details of how you received the money and even if you if you did get it through PayPal you can actually uh create you can actually record that it record as a PayPal transaction uh even if it wasn't uh you know automatically done for an integration um the important thing is you want to record the date the money was received on and that might be you might have got it yesterday and issued an invoice or receipt today um and this is the sender's the the bank information here and assuming they paid in full um you can just save that amount uh so you have here check bank transfer credit card uh payment app like bit, PayPal, Mizzou Man such as cash um something else this includes a share it can include actually bitcoin or uh you can update the amount as well um so let's just go for uh Mizzou Man let's say they paid in cash um 1300 shackles um and as before so you're now going to basically issue this um receipt save the draft if you need to come back to it and then issue the receipt jumping back to our invoice uh we have their customer will receive a receipt to their email down with an option to download the PDF file um additionally you can download uh the receipt from the back end from green invoice and you can send that manually in an email or include that in a whatsapp you don't need to use integrations uh and of course it's also I download all my receipts um and put them into a put them into a folder so that when my account prepares the annual return all the receipts are there quickly you can also give your accountant access to green invoice they are stored there but I think it's safer for just for backup and data purposes uh you know to keep your to keep them in a separate separate storage repository so we've gone through the process of setting up on green invoice we've gone through the process of registering a customer registering a um registering an item um we've gone through issuing an invoice now I'm just going to show you quickly how to capture a a uh a expense sorry so if you go on to uh Hotsa Oat um this is Urshin Mat Ha Hotsa Oat list of expenses now you can capture your uh your expenses here um you're going to go through the same uh initial questionnaire here as well which is going to try to help you to make the correct deductions now what I'm doing is um ask me how many rooms in the house uh yes let's just go for no um I'm good no workers I'm just using this basically to capture stuff into a repository in this platform so that my accountant can download the pds I'm not actually using it to calculate but basically it's a good practice to put all your receipts up here sorry yeah your receipts what I'm gonna do is I'm gonna use my own receipt as an expense because it's sitting there on my desktop but obviously the what you would be doing would be putting in um you know deductible receipts deductible for tax purposes so if you've uh if you're like me you're an online writer and you've just paid for like I just did for upgraded web hosting you would you could put your a pdf from your web post receipt there and that would go into the system too now on this screen basically I'm not going to actually run through the whole way through this process because it is quite self-explanatory um this button is to upload the file um you can create your wrist your list of subaqeem of suppliers um or you can directly create a supplier through capturing a receipt uh and basically you then it'll then ask you for the amount and for the vat component and I'll just show you how that works quickly okay um so now what we're gonna the final thing I'm going to look at here is uh gibui mesmachim and gibui means uh backups and I think this is another really good thing to do as well um so you can basically just choose the uh the dates uh you're backing up between so let's say I'm gonna go for everything that's take the whole year from January 1st until today's date and sukomesmach is uh what you want to be backed up uh so I I do this document by document there's no option unfortunately for all docs uh we can just take the cabalote or we can just take the uh khich puni ska this is actually a clever way if you're um looking to send stuff to your accountant you could actually put your accountant's email here send them you know um we can't I can't show you December because it's only almost May but you could literally go for the whole year cabalote um all customers uh or you can just do one but default is all and uh just send them the whole export file so I'm just going to do this there's only one um there's only one issued and uh it's a pretty it's a pretty quick process the conclusion of the process is that you basically receive a download file with a download link um and that download link will uh be able to get you your uh the zip file uh containing all the documents you've asked for um I'm not going to actually show us um so that's basically the main functionalities in terms of setting up on green invoice uh creating all the basic things um there's of course more you can do with it you can create your um you can create uh you know uh integrations and allow people to pay by credit card those are kind of the fundamental functions I would say most people uh most people would need uh you could of course if you are working with an accountant you can capture your uh expenses and record those completely externally throughout the system um and additionally um you also don't need to do it through you may not want to sign up to that plan of green invoice but that basically should be enough to get you signed up so thank you for checking this out uh if you have any questions regarding any aspect of freelancing or green invoice I can try my best to answer although really the people to speak to about green invoice or are the green invoice themselves they are very responsive um but hope that was helpful for anybody looking to uh to set up as a freelancer during these current um sort of unconventional times uh and I highly recommend green invoice as a very very effective and capable platform thank you for watching and have a great day