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Invoice Summary - Manual Payments
Invoice Summary - Manual Payments. In this video we will demonstrate how you can apply manual payments to invoices in your system if a client pays you buy check or if your services are under a barter arrangement. You will also discover how to generate a receipt once the payment has been manually recorded. |
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New Client Agreement & Automated Invoicing - Part 1
Learn the 5 elements that make up your Client Agreement. Discover how to create multiple agreement templates to accommodate per month coaching as well as per session, per hour and per project coaching packages. You'll also see how you can offer a discount for paying in full, automating the New Client Autoresponders and creating a Thank You webpage once a client electronically accepts your coaching agreement terms. |