Hey guys, what's up? It's Christine Seale, the highlevel Queen.
And in this video I'm going to show you guys how to save between 20 to 100 or more
dollars on your current invoicing and proposal software by integrating it
in an all in one platform in just five of easy steps.
So let's get started.
So for those of you guys who don't know, we actually have a free Facebook group
called Marketing Agency Automation Secrets where we give away hundreds of dollars
in free trainings every single week to our members.
So click the link below to go check that out.
Okay, first we're going to get some
prerequisites out of the way so that you can get this set up without any issues.
So first of all,
you're going to want to make sure that you integrate Stripe in your Agency settings.
So click up here, click on the Agency settings,
click on Settings down here and then click on Stripe.
And you're going to want to connect your
Stripe account if you have not already done so.
And you can do that by clicking the button
here that says Connect login and choose the right account.
And then you also need to make sure you're on the new UI version.
And I have several videos out on how to do that.
But basically you're going to want to click on Company and then click on
mandatory new Sidebar upgrade and that way you'll be able to see it.
So now that you have the prerequisites out of the way, we're going to go ahead
and switch to an account here and create our first invoice.
So step one, you want to click on Payments
and create your new products if you don't already have your products created.
So click on products and then you can either import a product
from Stripe or you can create a new product.
You'll simply name it, give it a description,
choose the type and then choose the price.
So we're doing this
and then we are going to you can also create a membership offer
here, do a description here and add a picture.
I'm just going to do a test R1 quick so I can show you what it looks like.
Okay, so now you have your product.
And step two, you can go ahead and create your invoice.
So click on invoices,
click on New in the top right hand corner and you'll be able to customize this here.
So step three, you want to customize your invoice.
You can change your logo here.
You can change your phone number,
your address, city, state and zip by just clicking in the boxes here.
And then you can also add your clients.
So you can simply just click on one
and get going.
It will import their information and your invoice number is customizable,
your date is customizable, your due date is customizable.
So you're just going to customize the whole thing.
That's step three.
And then step four,
you want to add your product here so we did a product called testy.
Look at that. It was literally that easy.
You can also add your tax if you want
to and you have to do that in your payments tax settings.
To add tax you can add as many products as you want
in your product list.
Pretty cool
then what you're going to do is you can preview it.
If you want to see what it looks like, it looks like you have to save it.
First. Click save preview.
Cool.
Beautiful.
And then step five you're going to go ahead and click on that send button.
You can also copy and Mark is sent if you want which is
going to copy the invoice link into your clipboard and now it says it's been copied
so you can either email and text email or just text it which is really cool.
So that's how you create your invoices
inside of high level and you can cancel all your other invoice and proposal
software now because it's literally official in here.
You can click on invoices and you can see all of your open invoices that you have
here all of the due dates and then this is where you set up your tax settings
if you want to do that and you can see all the orders by clicking
on orders you can see all the transactions by clicking on transactions.
Okay guys, so let's get going on invoices go have fun.
Let me know in the comments if you have any questions or if you are excited about
being able to cancel your other softwares and save money every single month.
Don't forget to check out high level
by using my free trial link in the description and you'll get your
bonuses and if you decide to upgrade the agency pro I have a 30 day free trial
and different bonuses for that as well and don't forget to like and subscribe so
you don't miss any future videos for me and I'll see you soon.