Summary: After sending an invoice, the Notary Success CRM directs you back to your invoice dashboard, where you'll immediately notice updates reflecting your recent activity.
This lesson will guide you through tracking these updates, focusing on new and due invoices. Understanding your invoice dashboard is vital for maintaining an organized financial overview of your notary business, allowing you to track issued invoices, due dates, and payment statuses efficiently. This knowledge is crucial for managing cash flow and ensuring timely payments from your clients.
Step-by-Step Instructions:
Observing Dashboard Updates: Once an invoice is sent, you’ll be returned to the invoice dashboard. Look for any new notifications or changes, such as the addition of new invoices.
Identify Due Invoices: Your dashboard will highlight newly due invoices. Pay attention to the top section, where due invoices are tracked, showing the due date and the amount.
Review Invoice Details: For each listed invoice, note the following key details:
Recipient: Who the invoice is issued to.
Issue Date: When the invoice was created and sent.
Amount: The total charge specified on the invoice.
Status: Current status of the invoice, including how many days until it is due.
By keeping an eye on these details, you can quickly gauge which invoices require immediate attention, whether that's a follow-up for payment or an update on the service delivery.
Additional Resources and Terminology:
Invoice Status: Indicates the current phase of the invoice in the payment cycle, such as 'Due', 'Paid', or 'Overdue'. Understanding these statuses helps in managing your follow-ups and cash flow.
Tips for Success:
Regularly check your invoice dashboard to stay on top of your financial transactions. This habit helps in identifying any due or overdue invoices early and allows for timely follow-ups.
Use the dashboard as a financial overview tool. It gives you a snapshot of your billing activities, helping you plan and manage your cash flow more effectively.
Mastering the use of your invoice dashboard is the foundation of effective financial management within the Notary Success CRM. It not only helps in tracking the invoices you’ve sent but also in planning and executing timely follow-ups for outstanding payments.
Continue to the next lesson, where we'll dive into checking sent invoices on a client's profile, further enhancing your ability to manage and monitor your invoicing activities seamlessly.