WEBVTT

NOTE duration:"00:05:54.2690000"

NOTE language:en-us

NOTE Confidence: 0.91875196

7a382b88-a249-46de-b0fc-ca68c754d806
00:00:11.080 --> 00:00:14.410
So now that we've created
the project you were going

NOTE Confidence: 0.91875196

63f9a22d-0a8b-4a4a-b809-4864be04186c
00:00:14.410 --> 00:00:17.074
to go over and create the
initial invoice.

NOTE Confidence: 0.84527975

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00:00:21.230 --> 00:00:25.486
So you can see here Phillip has
so kindly listed it all out for

NOTE Confidence: 0.84527975

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00:00:25.486 --> 00:00:27.310
me to make it pretty easy.

NOTE Confidence: 0.8212445

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00:00:29.170 --> 00:00:31.780
Very total invoice of 35 hours.

NOTE Confidence: 0.32872343

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00:00:33.040 --> 00:00:34.150
I new Embry.

NOTE Confidence: 0.74275416

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00:00:45.590 --> 00:00:48.490
Related project, I'm going
to type in the name, it

NOTE Confidence: 0.74275416

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00:00:48.490 --> 00:00:49.650
should pop up here.

NOTE Confidence: 0.4694064

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00:00:52.520 --> 00:00:53.320
List.

NOTE Confidence: 0.92968816

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00:00:54.620 --> 00:00:58.377
If they are in the state of
Texas, this is where I would

NOTE Confidence: 0.92968816

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00:00:58.377 --> 00:01:00.111
mark that we charge sales tax.

NOTE Confidence: 0.5804304

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00:01:01.150 --> 00:01:01.640
OK.

NOTE Confidence: 0.8856997

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00:01:03.070 --> 00:01:06.922
Here today I'm also sending it.
Today I'll go ahead and check

NOTE Confidence: 0.8856997

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00:01:06.922 --> 00:01:10.774
that it's been sent and this one
since it's the initial and

NOTE Confidence: 0.8856997

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00:01:10.774 --> 00:01:14.626
there's no base camp created
yet. I will directly email it to

NOTE Confidence: 0.8856997

0445c8d5-73e7-47c3-af5c-63d2696c03c1
00:01:14.626 --> 00:01:18.478
the client. We do not create
base camp or easy projects until

NOTE Confidence: 0.8856997

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00:01:18.478 --> 00:01:20.083
the client pays their initial

NOTE Confidence: 0.9289531

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00:01:20.083 --> 00:01:25.786
invoice. Since they are paid in
advance, so now I'm going to be

NOTE Confidence: 0.9289531

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00:01:25.786 --> 00:01:27.258
creating the invoice products.

NOTE Confidence: 0.9110627

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00:01:28.070 --> 00:01:31.390
Personal preference, I always
do front and hours first, just

NOTE Confidence: 0.9110627

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00:01:31.390 --> 00:01:35.042
since they are the least
expensive. I think it makes it

NOTE Confidence: 0.9110627

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00:01:35.042 --> 00:01:39.026
look tidy. Here you can see
that it auto populates the tax

NOTE Confidence: 0.9110627

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00:01:39.026 --> 00:01:42.014
if they're not Mr Texas. You
just remove that.

NOTE Confidence: 0.73138964

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00:01:45.130 --> 00:01:47.174
So I'm gonna add a new invoice

NOTE Confidence: 0.9043651

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00:01:47.174 --> 00:01:52.472
product. For the back end, you
always hit the right in, so you

NOTE Confidence: 0.9043651

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00:01:52.472 --> 00:01:54.277
can write in the product.

NOTE Confidence: 0.87579757

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00:01:57.170 --> 00:02:01.598
The reason we do that is because
I'm some clients and invoices

NOTE Confidence: 0.87579757

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00:02:01.598 --> 00:02:05.657
reflect different our balance or
hourly cost amounts. So now I

NOTE Confidence: 0.87579757

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00:02:05.657 --> 00:02:09.347
have the front end towers in the
back and hours.

NOTE Confidence: 0.8914697

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00:02:10.620 --> 00:02:13.392
Think about it back and
just double Check all

NOTE Confidence: 0.8914697

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00:02:13.392 --> 00:02:14.624
of my information here.

NOTE Confidence: 0.830984

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00:02:18.010 --> 00:02:24.086
OK, so now I'm going to make
this bigger and it go over to

NOTE Confidence: 0.830984

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00:02:24.086 --> 00:02:27.992
the clarity dashboard. I'm going
to invoices, view invoices.

NOTE Confidence: 0.86819774

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00:02:31.190 --> 00:02:34.838
Invoice list does this mean I
show all of the open invoices

NOTE Confidence: 0.86819774

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00:02:34.838 --> 00:02:38.486
so when it refreshes here I
just hit this arrow so it

NOTE Confidence: 0.86819774

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00:02:38.486 --> 00:02:39.702
shows the most recent.

NOTE Confidence: 0.80819285

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00:02:41.220 --> 00:02:44.090
Generate and save
invoice to CR M.

NOTE Confidence: 0.90137017

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00:02:46.010 --> 00:02:51.422
The anticipation is going to
just, you know. OK, so the last

NOTE Confidence: 0.90137017

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00:02:51.422 --> 00:02:57.285
four or the four numbers here or
how the system recognizes it to

NOTE Confidence: 0.90137017

d829068a-3af0-4058-81ca-03f165e4ddda
00:02:57.285 --> 00:02:59.089
generate the link SO5764.

NOTE Confidence: 0.90428793

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00:03:01.020 --> 00:03:07.793
It is always CVILN k.com/i slash
and then it's going to be at

NOTE Confidence: 0.90428793

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00:03:07.793 --> 00:03:09.877
the three letters underscore.

NOTE Confidence: 0.81425136

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00:03:10.470 --> 00:03:12.880
Thefournumbers.pdf

NOTE Confidence: 0.91637856

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00:03:14.630 --> 00:03:16.290
Here is your invoice.

NOTE Confidence: 0.6765281

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00:03:17.100 --> 00:03:17.910
Perfect.

NOTE Confidence: 0.90080726

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00:03:18.940 --> 00:03:20.800
I'm going to copy it.

NOTE Confidence: 0.7886446

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00:03:21.820 --> 00:03:23.629
Go down to.

NOTE Confidence: 0.42304194

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00:03:27.020 --> 00:03:27.680
Hum.

NOTE Confidence: 0.8674346

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00:03:41.880 --> 00:03:43.620
Pretty standard messaging.

NOTE Confidence: 0.64663136

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00:04:01.360 --> 00:04:03.248
There's a type Kristen.

NOTE Confidence: 0.8950056

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00:04:06.690 --> 00:04:10.227
OK, so pretty quick and
painless because the sales

NOTE Confidence: 0.8950056

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00:04:10.227 --> 00:04:14.157
individual which is 99.9% of
the time Phillip has already

NOTE Confidence: 0.8950056

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00:04:14.157 --> 00:04:18.480
prepped the client and they
are awaiting my email with the

NOTE Confidence: 0.8950056

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00:04:18.480 --> 00:04:23.982
invoice. So one thing that I
like to do before I send if I

NOTE Confidence: 0.8950056

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00:04:23.982 --> 00:04:27.519
go to the new client,
hands-off, just taking one

NOTE Confidence: 0.8950056

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00:04:27.519 --> 00:04:28.698
more quick scan.

NOTE Confidence: 0.89535636

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00:04:31.070 --> 00:04:33.990
There are no special
instructions. Um, include PayPal

NOTE Confidence: 0.89535636

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00:04:33.990 --> 00:04:38.005
options. Some of our clients
prefer to pay via card, so

NOTE Confidence: 0.89535636

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00:04:38.005 --> 00:04:42.020
sometimes Phillip will notify
need to include it. If I do

NOTE Confidence: 0.89535636

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00:04:42.020 --> 00:04:46.765
that, I always add a note to my
email that they'll be receiving

NOTE Confidence: 0.89535636

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00:04:46.765 --> 00:04:50.780
a separate email through PayPal,
but it's not needed at this

NOTE Confidence: 0.8831497

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00:04:50.780 --> 00:04:54.850
time. So I'm going to go
back to my initial project

NOTE Confidence: 0.8831497

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00:04:54.850 --> 00:04:58.260
invoice email. I'm going to
go ahead and send that away,

NOTE Confidence: 0.8831497

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00:04:58.260 --> 00:05:01.980
but I'm going to reply all
to the new client hand of.-.

NOTE Confidence: 0.8632583

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00:05:06.200 --> 00:05:12.297
Irming at that I had set up
the account in Serum and sent

NOTE Confidence: 0.8632583

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00:05:12.297 --> 00:05:13.704
the initial invoice.

NOTE Confidence: 0.6931781

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00:05:15.440 --> 00:05:17.468
Gonna ask Chris Roddick.

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00:05:24.520 --> 00:05:28.804
Who this project would be best
suited for ipon payment? So I'm

NOTE Confidence: 0.88667464

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00:05:28.804 --> 00:05:33.445
going to go ahead and see, see
Daniel or the manager of the

NOTE Confidence: 0.88667464

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00:05:33.445 --> 00:05:37.015
project management team, just to
help provide oversight. This way

NOTE Confidence: 0.88667464

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we can kind of get them into Q
and to the planning process

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00:05:41.656 --> 00:05:44.869
without without actually having
the project manager spend time

NOTE Confidence: 0.88667464

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00:05:44.869 --> 00:05:48.082
creating accounts. Just since we
haven't received the payment.

NOTE Confidence: 0.61991787

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00:05:49.460 --> 00:05:50.180
Got it.

NOTE Confidence: 0.2326786

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00:05:51.750 --> 00:05:52.220
Mom.

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00:05:53.290 --> 00:05:54.238
And we're all done.