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Summary: This final lesson in the Invoices chapter dives into the customization of invoice and receipt settings within the Notary Success CRM.
Customizing these settings to suit your business needs can significantly enhance your professionalism and streamline your billing process. From adjusting your business information and email configurations to setting default due dates and managing notifications, this lesson covers all the bases for personalizing how you send invoices and receipts.
By the end of this guide, you’ll know how to make these invoices and receipts reflect your brand and communicate clearly with your clients.
Step-by-Step Instructions:
Accessing Settings: From the 'Payments' section, click on the settings toggle next to the new invoice button to enter the settings dashboard.
Updating Business Information: Customize your template with business details like logo, contact information, and more.
Email Configurations: Specify the sender details for outgoing emails, ensuring they appear from the desired email address and name.
Invoice Title and Terms: Edit the default titles and terms for your invoices, tailoring them to match your services and policies.
Due Date Settings: Set a default due period for new invoices to standardize payment expectations across your services.
Notifications Customization: Adjust both customer and team notifications to ensure clear communication. You can fine-tune the content of these messages to better align with your brand tone and information specificity.
Taxes and Additional Charges: Create and manage tax rates or processing fees, applying them as needed to your products or services.
Service Management: Organize your offerings by editing existing services or adding new ones, complete with detailed descriptions, images, and multiple price points.
Additional Resources and Terminology:
Friendly Name: The sender name that appears in the client’s email inbox, making you recognizable.
Credit Card Processing Fee: An additional charge applied to transactions to cover the cost of processing credit card payments.
Tips for Success:
Keep your business information up to date in the CRM settings to ensure consistency across all documents and communications.
Regularly review and customize your email templates and notifications to maintain a professional and branded communication strategy.
Take advantage of the ability to add multiple price points for services, allowing for flexible pricing strategies and easier invoice creation.
This lesson provides you with the tools to customize your invoicing and receipt processes, ensuring they align with your business identity and operational preferences.
By applying these settings, you can create a more cohesive and efficient billing system that supports your notary business’s growth and enhances client satisfaction.