Summary: Now that you’ve crafted an invoice, it’s time to get it into your client’s hands. This lesson covers the essential steps to send an invoice from the Notary Success CRM, ensuring your client receives it promptly.
We’ll explore how to give your invoice a clear title for easy identification by the recipient, and the options for sending it via email or text, depending on your setup and preferences. Understanding these steps is key to streamlining your billing process, making it more efficient and effective in facilitating timely payments.
Step-by-Step Instructions:
Title Your Invoice: Navigate to the top of the invoice page. Here, you’ll find a section labeled ‘New Invoice’ at the top middle bar. Enter a descriptive title for your invoice that makes it recognizable and understandable to your client. This title will appear in the subject line of the email sent to your client.
Save Your Progress: Once you’ve titled your invoice appropriately, click ‘Save’ to ensure all your details are securely stored.
Send the Invoice: After saving, click the ‘Send’ button. You will be prompted to choose between sending the invoice via email or text message.
Choosing Email: If the contact doesn’t have a phone number listed or if you haven’t set up SMS capabilities, opt for email. This is the most common method and usually the best option if you’re unsure.
Email Options: If needed, you have the ability to CC (carbon copy) or BCC (blind carbon copy) other recipients on the invoice email. This feature is useful if you need to send the invoice to multiple parties or keep someone else in the loop.
Additional Resources and Terminology:
CC (Carbon Copy): Allows you to send a copy of the email to additional recipients, whose email addresses are visible to all recipients.
BCC (Blind Carbon Copy): Similar to CC, but the email addresses of BCC recipients are hidden from other recipients. Useful for privacy.
SMS (Short Message Service): A text messaging service component of most telephone, internet, and mobile-device systems. An alternative way to send invoices if your client prefers text messages.
Tips for Success:
Ensure the invoice title clearly communicates the purpose of the invoice to prevent any confusion or delay in payment.
Regularly save your work to prevent loss of information, especially before sending the invoice.
Familiarize yourself with the CC and BCC functions for email sending, as they can be handy for involving multiple parties in the transaction.
Sending an invoice is a critical step in the billing process, marking the transition from service delivery to payment collection. By following these steps, you can ensure your invoices are sent correctly and efficiently, setting the stage for smooth financial operations in your notary business.
Continue to the next lesson, where we'll dive deeper into managing and tracking sent invoices, enhancing your ability to follow up and secure timely payments.