Summary: In this lesson, we take our first steps to invoicing within the Notary Success CRM. The ability to create and manage invoices is crucial for your notary business, offering a straightforward and efficient way to bill for your notary work.
We start by navigating to the payments section, where you'll find the payment dashboard. This dashboard is the heart of all payment-related activities, allowing you to either integrate a merchant account for direct payment processing or create invoices for tracking within the system.
This overview gives you a peek into the process, setting the stage for more detailed tutorials on using this powerful feature to keep your finances organized and your business thriving.
Step-by-Step Instructions:
Access the Payment Dashboard: Begin by finding the 'Payments' option in the left-hand menu of your Notary Success CRM. This is your dashboard for managing all things related to payments.
Explore the Dashboard: Once you're in, you'll see the payment dashboard. It’s designed to give you a comprehensive overview of your invoicing and payment activities at a glance.
Understand Your Options:
Direct Payments: If you're interested in processing payments directly through the system (via credit/debit cards), this is something you can set up with a merchant account integration.
Tracking Invoices: Alternatively, you can create invoices that don't have a direct payment link but can still be monitored and managed within the CRM manually.
Invoice Dashboard Overview: The dashboard presents various invoice statuses such as drafts, due invoices, received payments, and overdue invoices. This feature helps you monitor incoming money and keep an eye on any pending or overdue payments.
Additional Resources and Terminology:
Merchant Account: A type of bank account that allows businesses to accept and process electronic payment card transactions. Integrating one with your CRM can streamline payment collections with a link for the client to pay you directly from the invoice.
Invoice Tracking: Keeping a record of all invoice activities, including due dates, payments received, and overdue amounts, to maintain financial clarity and prompt follow-ups.
Tips for Success:
Familiarize yourself with the payment dashboard early on. Understanding its layout and capabilities can greatly simplify your billing process.
Consider how you want to handle payments. If direct processing suits your business model, exploring merchant account integration could be a valuable next step.
Continue this chapter for more detailed lessons on creating invoices and integrating payment options to maximize the efficiency and profitability of your notary business.
This introduction to your invoice dashboard is just the beginning of mastering financial management with the Notary Success CRM.