Take Control Of Your Business Using Automation & A Little Bit Of AI
Or Get Left In The Dirt Like The Horse & Buggy or All The Other Outdates Technologies We Left In The Dust - Remember The Yellow Pages? Learn WHAT Works Now & How To Make It Work For Your Business.
Software Updates | New Features
Here are some of the most recent updates we thought would be helpful to take note of
Late Fees for Invoices
Feature Name: Late Fees for Invoices
This feature allows users to automatically apply late fees to invoices, encouraging timely payments and helping businesses manage their cash flow more effectively.
Increase timely payments: By applying late fees, you can motivate clients to pay their invoices on time, reducing overdue payments.
Customize late fee structure: You have full control over how and when late fees are applied, ensuring they align with your business policies.
Improve cash flow: Automated late fees help maintain a steady cash flow by reducing the chances of delayed payments.
If your business regularly sends invoices, this feature allows you to automatically add a late fee after a specified period, encouraging clients to settle their payments promptly and minimizing cash flow disruptions.
How To Use This Feature:
Access the “Payments” tab from the left navigation menu and click on Invoices from the upper navigation menu and then click on Settings Icon.
Now click on the payments settings and turn ON the toggle and click on the manage
Fill the details according to your requirements and click on save
You can also set the late fees in your invoices as well by clicking on three dots > Late Fees.
Conclusion:
Late fees in the CRM help you ensure timely payments, keeping your business financially healthy.
Marketing Tools | Training | Techniques
Here are some of the most recent updates we thought would be helpful to take note of
Late Fees for Invoices
Feature Name: Late Fees for Invoices
This feature allows users to automatically apply late fees to invoices, encouraging timely payments and helping businesses manage their cash flow more effectively.
Increase timely payments: By applying late fees, you can motivate clients to pay their invoices on time, reducing overdue payments.
Customize late fee structure: You have full control over how and when late fees are applied, ensuring they align with your business policies.
Improve cash flow: Automated late fees help maintain a steady cash flow by reducing the chances of delayed payments.
If your business regularly sends invoices, this feature allows you to automatically add a late fee after a specified period, encouraging clients to settle their payments promptly and minimizing cash flow disruptions.
How To Use This Feature:
Access the “Payments” tab from the left navigation menu and click on Invoices from the upper navigation menu and then click on Settings Icon.
Now click on the payments settings and turn ON the toggle and click on the manage
Fill the details according to your requirements and click on save
You can also set the late fees in your invoices as well by clicking on three dots > Late Fees.
Conclusion:
Late fees in the CRM help you ensure timely payments, keeping your business financially healthy.
Marketing Tools | Training | Techniques
Here are some of the most recent updates we thought would be helpful to take note of
Late Fees for Invoices
Feature Name: Late Fees for Invoices
This feature allows users to automatically apply late fees to invoices, encouraging timely payments and helping businesses manage their cash flow more effectively.
Increase timely payments: By applying late fees, you can motivate clients to pay their invoices on time, reducing overdue payments.
Customize late fee structure: You have full control over how and when late fees are applied, ensuring they align with your business policies.
Improve cash flow: Automated late fees help maintain a steady cash flow by reducing the chances of delayed payments.
If your business regularly sends invoices, this feature allows you to automatically add a late fee after a specified period, encouraging clients to settle their payments promptly and minimizing cash flow disruptions.
How To Use This Feature:
Access the “Payments” tab from the left navigation menu and click on Invoices from the upper navigation menu and then click on Settings Icon.
Now click on the payments settings and turn ON the toggle and click on the manage
Fill the details according to your requirements and click on save
You can also set the late fees in your invoices as well by clicking on three dots > Late Fees.
Conclusion:
Late fees in the CRM help you ensure timely payments, keeping your business financially healthy.
