The video script
Hi friends, my name is Mark and in this video I am going to guide you on how you can easily use Paymo.
Paymo is an amazing software that you can use for tracking, finances, time off, even building your clients. So many things we can achieve and do.
Getting started with Paymo
Now the first thing you want to do is just scroll down to the description and click on the link. This way you will go directly to the Paymo app. And here we will start with this link. Free trial. So what we are going to do, I am going to a temporary email now and we are going to sign up together.
Register for the app
So I’ll just wait until it loads work, email, start my free trial. And would you like to show weapon tables and crew scheduling? Yeah, let’s do everything right.
Feature selection
You will be using Paymo mostly and now you choose what you are going to use. It is a project manager from start to finish, planning, tracking who is working on what, tracking time spent on work, creating, sending invoices to clients. Again, you choose if you are going to use them all, just pick one and you are good to go.
Create a sample project
Next step, start with a sample project. So generic project, development, marketing plan, consulting project. I’m going to leave that for generic project. Of course if you want to use it to come say consulting project, you would click here, consulting project. And let’s go. Next step.
Setting up company details
And now my first name like this and password. The company name is going to be Sunaway S. This is my company size of two to ten people and then start using Paymo. Now let’s wait until Loads and we’re going to continue.
Adding tasks and projects
So here we’re going to show you how to add tasks and projects. Let’s press let’s go. And here we’re going to like I want to show you everything. I’m going to skip everything here because I’m going to show you how we can do this.
Payment confirmation
But right before that, I’m going to confirm payment in my email like this and voila. So here we are. So first thing, what can we actually find on Paymo and how can we use it.
Paymo Overview
First I’ll show you the walkthrough, what we can find. Then we’ll create projects, add tasks and everything. Okay, so right here on the left you’ll see a quick search and add.
Adding tasks
Now when I go to quickly add, I can just add a task, a project, a time entry, or a user. Now right here when I collapse the menu, I have the option to see the home where I would find the project. Also the tasks, what’s in that project. And I would go to the top.
Customer review
I can see team tasks and dashboards like what’s actually happening with my clients, projects, etc. So we’re going to see the clients here and just add a client. I’ll show you how to do that.
Adding customers
So we’re going to look at projects right here. And I’m going to show you how we can just add a project. Then people, users, and guests. And I’m going to show you how we can use that as well.
Adding a new customer
So let’s start with clients. So I’ll show you how we can add the people. So how we can work with project, accounting, time reports, timesheets, team scheduling, everything, what you see here. And I’ll show you how we can do that.
Adding projects
Of course we’ll also learn how we can just add invoices here and what you can do with the invoices. Now let’s just start with the customers. That’s the first thing we’re going to focus on.
Adding a customer
So all we have to do is go to the top left corner and let’s click here. Add Customer. Now right here, the customer name. Let’s say it’s going to be a Sun customer and you choose your customer of course.
Customer details
Email address like that. So you see the default project color, accounting information, default hourly rate for the project. So if I’m going to do some, let’s say, hourly rate for the project, it’s going to be 50. And the invoice term is going to be 30 days.
Contact information
And then on the right side you see the phone, fax, website and then the mailing address from the address. City, state, zip code and country. You select all of those. Okay. Then you’re going to click Save Customer when you’re going to finalize the customer.
Customer Overview
Of course you can stop the video at any time and then continue with me. And there you go. Here we have the solar client and you see it in the overview as a client. So we’re going to see the contacts here.
Adding contacts
And I can just add a contact for my client. So that would be the email address and location to contact the sun. Let’s say share. And I would add a mobile phone, fax, notes Skype ID.
Adding projects to a client
And when I have the connection and when we finish the connection, then we’re going to look at the projects. And I’ll also show you how we can add projects to your client and how we can work with timesheets and invoices here.
Adding users
But I’ll show the projects right here under the project. But right before that we’re going to jump into projects. I want to show you under people when you’re going to click on users. And then right here you can just add a user and you can invite someone to work with you on your projects and invoices and everything.
Setting up a new user
So now I have a new user. I would add an email address with a username and then a role if that’s what kind of employee this is or what kind of role they’ve been given. And then a workday. Let’s say that would be the email address of the Sun user.
Roles and definitions
And then it’s going to be a designer. And when the week starts, the workday is 8 hours, 10 hours or 12 hours. If we work in Japan or China, hourly rate, we can go again like 30 and a year if an indictment, a few days a year and then privileges.
User permissions
So on the right side you can also choose what kind of permissions the person has been given. So they can add projects and they can also have admin permissions to manage invoices you select that right here and then what I would do would be click here save user and then voila there we have our own user.
Adding a new project
Now when we go further and when we have the people and we have the client what I can do is just click on project and I can click here on the top left add project here with the project name. Let’s say it’s going to be a YouTube channel.
Project description
Now I can add a description to the YouTube channel. I can select a client and we have the shock client that we created right now we have a default workload. Of course you can use a template if you want and you see it’s always different.
Setting the billing method
I’m going to click cancel but you can apply a template right here and on the right side you see the billing method, diamond materials, flat rate, project price. Let’s say it’s going to be an estimate of 1000 and hours. You can auto-adjust or budget hours.
Saving the project
You select that if you want then under use template you click save project and there we have the project. So what can we actually find on our project first thing first of all in the overview what is actually happening with the project and then you’re going to see the completed tasks without AR billing and then the tasks here.
Adding tasks to a project
So this is Overview Tasks. I can just come here and add a task and I’m going to show you how you can just add tasks. So first thing you’re going to see an overview. Under Tasks you’ll have a list of tasks.
Task list
So let’s say the task list is a YouTube video. This is the task list that we have. Under the task list I’m going to add a task and the task name will be let’s say I need to write a description under YouTube.
Setting dates
When I have it I can click here, I can change the description, I can assign it to me or a user that I’m inviting, I can set dates when it needs to be done. Then I can upload files, I can see the progress status or change the priority if it’s high critical, low normal and then I’m going to click save task.
Task management
Of course you can always click on your task and edit it right here. And when you go to see on the left side on the project side, the list of tasks, the start and end date you can see the users assigned here you’re going to see the billing type and then this is really important you can just add a subtask to your task.
Adding subtasks
So I would click add subtask and the tasks name would be, let’s say YouTube description claim and save the tasks and I can convert it to tasks. That’s pretty much how we can do you’re going to see the time files here, time values.
Adding time to tasks
And as you can see, you can add time. You can even put a timer on your task and add a lot of time if you want to. So that’s pretty much it. And as you can see we see that this is a task that we have and then there’s a subtask.
Schedule management
So that’s pretty much it. How we do it. Then, of course, on the top right, you can move through the list. And you can go to the table. You can move through the tables, see the backlog for the work in progress or if it’s completed.
calendar
So we have a number of options here. And then you also see the calendar of when it actually happens. And we see that the task is right here on this calendar. And then the next thing is going to see milestones the milestones you can add a milestone.
Adding milestones
So those are the tasks completed. If you guys have any questions about the tasks. Ask me below in the comments about a milestone. I can just click on add milestone and I can add a name.
Reminders
So let’s say a YouTube video and I have a due date. Send a reminder. I can send reminders. If I want to and save a team milestone this is the milestone we have timesheets that you can even add time.
Time report management
That’s what we’re going to see here as well. And you have the option for the user if so time interval or duration and date, start time, end time and entry node here. So for the task it was what kind of description? Write the description under YouTube and we can be duration or time interval and I can add a value.
Adding values
So you can just add values here. You can increase it, change it. If it’s going to be two hours not just one hour, you can even add time in bulk. So those were like how you can use the schedule files, discussions and activities feed into what’s actually happening in your project.
Project management
Using and managing the project is really simple and it’s not hard to do, but that’s pretty much how we do it. Now that you have the project, the next thing I want to show you is accounting and invoicing.
Invoice management
Now I’m just going to show you the invoices. If you want me to see the estimates, returns and expenses, let me double the notes and I’ll check it out. So I’m just going to click here and I’m going to click Add Invoice.
Add an invoice
And now as you can see what we can find here, I can accept online payments. I can change the currency and I can change the language provider is the client example client. And I can select the sun client that we created.
Logo change
I can also change the logo right here on the right. We’re going to see the delivery date, the date you can change the invoice number. And then we’re going to see the invoice. The item here, let’s say it’s going to be a YouTube video description.
Price setting
Creating a YouTube video price unit is going to be like 200, let’s say no quantity. And let’s say I don’t want to apply tax and I can just add a discount here and we’ll see the total amount.
Saving the invoice
And then what I can do is go down and click Save Invoice. And that’s the invoice that’s added. And I can just mark as paid, mark as sent, mark as cancelled. I can add a new payment.
Export invoices
Or what I can do, I can print it, I can export it to PDF or Tory or QuickBooks, or I can just send it. Now, when you go to see the accounting and we go to see the invoices, you can just click here on estimates.
Add an estimate
And you can add an estimate and it works just like an invoice. And what you can do is just convert the estimate to an invoice. So we’re going to look at the recurring and you can add a recurring invoice.
Setting up a recurring invoice
It’s also really similar but the only difference is on the right side see the new recurring profile, you see the start date and frequency every two weeks, four weeks, monthly and events. So that’s the difference here and then we’re going to see the expenses.
Adding expenses
Expenses are also pretty simple. What you can do is just add expenses. Now on time report, I’m going on time report you can just click on add report.
Add a time report
This is the report that we already have here and this is the sample. I can add a report and you can replace and change everything here for your reports however you want. So you can do that right here and then we can see the schedules on the timesheets this is something that we’ve already worked on.
Adding time in bulk
So what I can do is add time in bulk or add time and you can just select the project, then select a task duration, let’s say 45 minutes, add a value and that’s how you can do it.
Team scheduling
Now then you’re going to see the team schedule here. You’re going to see the add a team invitation, project scheduling, task scheduling, etc. you can add an invitation for your team, scheduling for other people here.
Setting working hours
And how many hours a day do you select a user if you select the sun user I have hours a day. 8 hours and I can add a note that they are going to work 8 hours a day. So it’s like 100% specify, add an order and they know that this task for Tuesday they need to do this and it’s really important and really easy to understand.
Summary of using Paymo
So that’s pretty much it, how can we do this and how can we use this and of course, you can just go to the bottom left and start playing. Not a game here. Use the timer always like the duration on the bottom left. You’ll have a duration for your project and also for the task here.
End of training
So this is something that you can actually do. And yes, this is a quick tutorial. I don’t know if it was quick, but this is how we can use the Paymo app. If you guys have any questions, ask me in the comments. I’d really love to help you out and give you some guidance and you know how it goes.
Thank you and goodbye.
You know how it is and yes, thank you. Have a great day guys and see you later. And of course, you can register via the link below in the description and yes, see you later. Bye.
Extensions on Paymo
Paymo offers a wide range of additional features that can enhance your user experience. One of these features is resource management, which allows you to track your employees’ availability and plan tasks accordingly.
Resource management
With resource management, you can see who is free and who is busy, making it easier to plan your projects. This feature is especially essential when you have a large team and need to manage tasks efficiently.
Project planning
Paymo project planning also includes time planning options, so you can estimate how long each task will take and plan your schedule accordingly. This helps you avoid overloading your employees and ensure everything runs smoothly.
Reports and statistics
Paymo also provides detailed reports on your team’s performance. You can see how much time was spent on each project, allowing you to analyze your team’s efficiency and make improvements where necessary.
Automated invoices
Another feature is the ability to send automatic invoices to your customers. This saves time and ensures that your invoices are sent on time, which can improve your cash flow.
Integration with other tools
Paymo supports integration with other tools like Slack, Trello, and Google Calendar, making it easy to manage your projects in the environment you already use.
Support and customer service
If you have any questions or problems, Paymo offers excellent customer support. You can contact them via live chat, email, or phone, and they are always ready to help.
summary
Paymo is a great project management, time tracking, and invoicing software. With many features and excellent customer service, it can help you run your business more efficiently. I highly recommend trying out the free version and seeing how it can improve your work.
Faq
- What is Paymo?
- How can I sign up for Paymo?
- Is there a free version of Paymo?
- How can I add clients and projects?
- Does Paymo support different languages?
To conclude
I hope this tutorial was helpful to you. If you have any more questions, feel free to ask in the comments. Thanks for watching!
