Summary: In this lesson, we dive into the basics of creating an invoice using the Notary Success CRM.
This process is fundamental for billing your notary services accurately and efficiently. We cover everything from initiating a new invoice to customizing it with client details, due dates, and specific service charges.
This lesson ensures you have the foundation to issue professional invoices that reflect your services, enabling you to manage your finances effectively and keep your business running smoothly.
Step-by-Step Instructions:
Initiate Invoice Creation: Start by clicking 'New' at the top right corner and select 'Create a new invoice' to begin.
Bypass Payment Connection (for now): You might see a prompt about connecting a payment method. Click 'Do later' as we're focusing on manual invoice creation at this stage.
Assign a Client to the Invoice: It's mandatory to link the invoice to a contact or client. Search and select one of your clients from the list.
Set the Due Date: Specify when the invoice is due by selecting a date. This helps in tracking and ensures timely payments.
Input Service Details: Scroll down to 'Line Items' to detail the services you're billing for. Click 'Add a new item' to enter a service name, select its type (usually a service for notaries), set the pricing model, and enter the amount.
Save Items for Future Use: If it’s a service you frequently offer, tick 'Save for later use' to streamline future invoicing.
Adjust Quantities and Add Multiple Services: You can specify the quantity for each service and add as many line items as needed to reflect the full scope of your work.
Incorporate Taxes and Discounts (Optional): You can add taxes or discounts to your invoice. This will be calculated automatically based on the percentages you enter.
Finalize with Notes and Terms: At the invoice's bottom, you can include personalized notes, terms, or even attach documents and images to further customize your invoice.
Additional Resources and Terminology:
Line Item: A specific service or product listed on an invoice, including details like quantity and price.
Due Date: The deadline by which the payment for the invoice should be received.
Tax and Discounts: Additional financial adjustments that can affect the total invoice amount.
Tips for Success:
Make sure every service you offer is clearly defined and priced correctly in your line items. This clarity prevents confusion and disputes.
Personalizing your invoice with notes or terms can add a professional touch and provide important information to your client.
Familiarize yourself with adding and managing taxes or discounts if applicable to your services. This ensures your invoicing is accurate and compliant with any local financial regulations.
By mastering the creation of detailed and accurate invoices, you set a solid foundation for the financial aspect of your notary business.
This lesson equips you with the skills to ensure every transaction is documented correctly, paving the way for a smooth billing process and fostering trust with your clients.
Stay tuned for our next lesson on sending an invoice, where we'll cover how to efficiently distribute your invoices and ensure they reach your clients.