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Sending a billing invoice

Updated: 6 days ago


Using Wise Invoice - currently using this

  1. Visit https://wise.com/us/invoice-generator/

  2. Create your invoice using this format: Your first and last name Block number, Streetname, Village Town, Province Country, Zip Code Mobile number Personal email Daniel Kalman 2355 Westwood Blvd #911 Los Angeles, CA, USA 90064 +13105954006 dkal48@gmail.com Title: Virtual Assistant Unit Cost: (your hourly rate) QTY: (hours worked) Other details: (see sample below) Dates: 5/8/2023-5/21/2023 Period: 1 Tier: 1 Note that the end date in the invoice must fall on a Sunday PST. Bank Account Details: Kindly use Wise to send the payment. Thank you!

  3. Click "Create invoice" to generate and download file.

  4. Rename file using this format: Louise Villanueva - Invoice - 9 11 2023

  5. Send to email dkal48@gmail.com on a Monday PST. Write as subject: Louise - Movers and Shakers - Invoice - 9/11/2023

  6. Ping Danny on Signal when sent so he can check

  7. Payment is typically sent 3-5 days after billing. Follow up Danny on Signal if needed.

  8. Cap per week is 40 hours. One period is 2 weeks.


 

Using Paypal Invoice

  1. Create an account on Paypal. This is only for sending invoice.

  2. Go to https://www.paypal.com/invoice/s/manage and click "Create Invoice"

  3. Fill out fields: Bill to this email admin@dancechemistry.com Customize Item name to show "Hours" instead of "Amounts only". Also tick the "Description" checkbox. Write in the Item Name field "Virtual Assistant". Complete the details for Hours worked and Rate. No tax. Write the following in the Description Field (update as needed) Dates: 5/8/2023-5/21/2023 Period: 1 Tier: 1 Cap per week is 40 hours. One period is 2 weeks. End date in the invoice must fall on a Sunday PST.

  4. Send the invoice on a Monday PST. Message DK on Signal to inform him that you sent Paypal invoice. Sometimes it takes 1-4 days before he gets to it. Follow him up as needed.

  5. Note that we only use Paypal to generate our billing invoice. Compensation will be sent to you through Wise. State your Wise information in the Notes section of the Paypal invoice.

  6. After sending the invoice, message "Invoice for the period sent on Paypal" Danny on Signal.

  7. Payment is typically sent 3-5 days after billing. Follow up Danny on Signal if needed.


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