Sleek Invoice for SharePoint on-prem and Office 365 | VatPay

sleek invoices the world's leading accounting software on SharePoint platform this software is available for SharePoint on premise and office 365 with sleek invoice you can send professional-looking invoices quotes and estimates from anywhere once you create your document everything is safely in your SharePoint on-premise or your office 365 site this software will help you pull reports or send anything to your accountant in just seconds you can also track sales using a built-in smart dashboard sleek and voice is absolutely free download sleek invoice from office 365 or Kotik SharePoint marketplace today now let's create our first invoice when you first launch the Edden you will be redirected to the dashboard you will see your total revenue your total receivables the total of all your documents as well as any overdue invoices you can also track the sales performance by month for current year you will see a chart to help contrast the sales performance of current year against previous year for example we are looking at the sales performance of current year 2017 against last year 2016 when you hover over each month you will see the total sales of the month for example June 2017 was $12,000 as opposed to $11,000 for June 2016 also we actually made some progress from the dashboard you can also watch a quick start video that explains all the features as well as some frequently asked questions about sleek invoice you can also request a demo and we will get one of our SharePoint developers and architects to walk you through the entire software fill out the form in submit and one of our developers will contact you within 30 minutes to set up a demo session and answer any potential questions on the left hand side you can find some useful tips and information about some top features moving away from the dashboard the second place I would like to show you is the settings page we recommend doing this first before creating your first invoice start by entering your business information if you will like to send emails to your clients from your custom domain for example billing yard-man calm enter the smtp server info for your domain use the payment app to configure the payment types you want to use for your invoices you can choose to accept stripe payment for your invoices enabling this option will permit your customers to pay directly from their email addresses using credit card or debit card just make sure you copy your stripe API keys and enter here to receive payment through stripe you can also choose to accept paypal payments make sure you enter your paypal email address and that is it users will be able to pay for your invoices using PayPal you can also enable mail-in checks you to create your invoice click create new invoice from the left hand menu the pop up wizard will open there are several document types available you can create an invoice tax invoice pro forma invoice general receipt sales receipt quote estimate credit memo credit note purchase order you can also specify the document status there are five different status you can choose from we have paid partially paid unpaid draft and cancelled status choose a color theme for your invoice using the color palette I am going to switch the current color team from light grey to dark dull by specifying the CSS color code for dark teal select a logo or leave the default logo it all depends on you for this demo I will change the default logo to our corporate logo next enter the customer information if you have sent an invoice to this customer in the past the autosuggest will immediately populate the customers information as you are typing you also specify if the invoice is due on receipt you can add a new item by using the auto suggest Euler by adding a line item let us start by searching for the item as you can see immediately as you start typing a list of all the matching items will display select an item and it will Auto populate the table with the items title price and description I will show you how to create a new item in the next video you can modify the price and quantity as well as you make your changes everything is auto calculated for you you can also click on add line item to add a new item it will add a new row to the table and you can manually enter the items title description quantity and price you the next thing we will look at is the notes section use this box to specify a note for your customer a note can be something as simple as this as the invoice we talked about you can modify the terms and conditions if you don't want to call the terms and conditions you can call it anything else in this case we will change it to additional note you can also modify the currency sleek invoice supports over 100 plus currencies worldwide US dollars euros British pounds etc you can also specify if the invoice will have a description or not when you check the allow description checkbox you will see that each line night and will have a description associated with it you you can choose to add shipping information taxes discount codes to line items you can also add specify shipping custom amounts or total invoice discount to subtotal at the bottom of the invoice you once you are done entering all the required information for your document you can go ahead and click create new document to create your new invoice invoice was created successfully let us search for the newly created invoice by number as you can see the invoice was created successfully now let's preview our invoice once you preview the document check to make sure all the information was entered correctly if you want to print it you can click to print or download a invoice as PDF you the next thing I would like to show you is how to set up and receive recurrence payments for your invoice is automatically with sleek invoice you can easily setup recurrence payments before sending recurrent invoices make sure you've entered the stripe API keys again remember nothing is saved in the app all the information is saved in a SharePoint lists in your SharePoint on-premise or office 365 site enter the stripe API key and stripe publishable key you can get both keys by logging in to stripe - dart once you have all that information entered click on recurrence on the left hand menu and sleek invoice will automatically populate all your customers and subscription plans from stripe you can modify or delete any customers and/or plans from here click add stripe customer to add a new customer also you can click create a new plan to add a new plan specify the subscription plan name select current specify amount as well as interval for example daily weekly monthly yearly or anything custom like every 10 days weeks months you can always specify a trial period say for example you're sending a software package to your customer alongside this invested in your software the customer is supposed to try the product absolutely free for 30 days when creating the plan specify the trial period and then click create new plan you you should be able to see the new plan under stripe planned section and there you have it plan created for $9.99 and the customer will be built automatically every 10 months in addition it has a 10 days trial period this means that once the customer receives the invoice and make a payment the customer will not be charged until 10 days of receipt we've created our new customer and new plan the next thing is sending the invoice for the customer to subscribe automatically now let's look at how you can send the invoice to your customer let's search for the invoice we created earlier for contoso corporation under action open the drop-down menu and select send as you can see the cussed email address will be populated automatically you can see see other recipients if you plan on sending to several other recipients just make sure you separate every owns email by semicolon you can send the copy of the invoice to inbox enter any additional note this additional note will appear in a highlighted area in the email body select one-time payment if this is not a subscription if you select this option your customer will be billed ones there are not recurring options under this plan however if this is supposed to be subscription simply select subscription once it's selected two drop-down menus will appear one for the customers name and the other for the plan select the customers name in the plan you can select this option to include a mailing address link this will send your mailing address to your customer and ask them to mail the payment to you just make sure you've updated your mailing address from your account settings page so how do you generate reports to generate reports using sleek invoice click on reports from the left-hand menu to open the reports page you can see the reports total at the bottom of the page click current year the total sales for current year will be displayed at the bottom you can do the same for last year last six months last 90 days last month current month or everything you can copy the filtered result to clipboard and paste it into Microsoft Excel or Word I am going to open an Excel document and paste the copied rows to excel table you can also export to CSV Excel in PDF you also have the option to print the report when you click print it will open the print preview window for you to print the report using your choice of printer there are several filtering options you can view only estimates for last year or current year as well as only invoices you the last thing I will like to show you is the help page the help page can answer all the questions you have you can access the help page from the dashboard or by clicking on help from the left-hand menu the help page will give you information about getting started with sleek invoice the page has information about sending documents recording payments managing your money managing your settings as well as managing your documents the help page tutorial comes with actual screenshots on how to create modify and send invoices

Channel: Cotek Systems, Inc.

Views: 1,128

Rating: 5 out of 5

Keywords: sharepoint, invoice, sharepoint invoice, add-in, add-ins, sharepoint add-in, sharepoint web parts, webparts, web parts, SharePoint webparts, How-to, SharePoint how-to, Office 365, SharePoint online, SharePoint on-prem, SharePoint quotes, SharePoint receipts, sharePoint tax invoice, SharePoint estimate, SharePoint purchase order, Recurring invoice, stripe invoice, paypal invoice

Id: 4MFLCKjMyRE

Length: 17min 8sec (1028 seconds)

Published: Mon Jan 01 2018