Failing to automate your invoicing process creates extra work, paperwork problems, and misunderstandings with clients, which can lead to payment collection problems and lost income. Unfortunately many small business owners and independent contractors forget to automate their invoicing process when setting up their business. That’s why NotaryCRM mobile notary invoice software is designed to make automated invoicing easy for you, to make collecting payments smooth and hassle-free.
NotaryCRM automates your invoicing process by providing:
- Automatic billing. When you schedule a new signing in NotaryCRM, the scheduling screen includes a set of fields where you enter billing information, including the price of the signing. This automatically initiates the billing process.
- Automatic invoice generation. Once a signing has been scheduled with NotaryCRM, it goes through four stages: Scheduled, In Progress, Awaiting Payment, and Paid. The signing enters the Scheduled stage as soon as you enter an appointment. It passes into the “In Progress” stage once the appointment date has passed. At this point, you will be prompted to mark a signing as “Complete” to indicate that youʼve finished all tasks on this signing and are now waiting for payment. Marking the signing as “Complete” moves it into the “Awaiting Payment” stage. When a signing is in this stage, you will see a “send invoice” button appear to its top right. Just press this button to automatically generate your invoice.
- Automatic outstanding payment tracking. NotaryCRM automatically displays how much each client owes you and how much you are owned in total by all your clients.
NotaryCRM does virtually everything except actually collect your payment for you. And if we can figure out how to do that, we’ll let you know!
To get your free account along with a free profile listing, go to http://notarycrm.com/.