Post by account_disabled on Apr 16, 2023 9:06:02 GMT
Did you attend our billing webinar Here's Your Easy Accounting Highlights Martin Jaeger Interest Interest on how to integrate with accounting and billing including creating contracts, connecting work orders, supporting invoicing and generating reports then you are totally Right! Our recent webinar made accounting look easy and maybe even fun. Read on to relive the best moments. Creating a customer profile is the foundation of your account. In the customer dashboard you can see all information about existing customers. You can also create new customer profiles by filling out the form.
You can then create contracts instantly. You can save different templates to make it easier to add new customers to the system. Consider setting a start and end date for the contract. Then create whatsapp mobile number list notifications when you want to discuss contract renewals with clients. To be sure, please select as many email accounts as you want to send the message to. Finally, choose what has been agreed for this customer, whether it is created by yourself or you have already created it. This includes response times, work times and other relevant metrics that determine relationships with customers. You can also customize each account with your logo and place your own logo on future invoices your customers will receive.
From the customer dashboard you can also view all contracts in the Contracts tab. You can copy contracts edit them to make them active or inactive or make any other configuration you need. Some of these contracts include flat fee contracts which are great for managed service accounts or hourly contracts for break repair service commissions. Lock down time and contracts for specific tasks such as remote monitoring or online backup. Set your rate and click Save. Link Contract and Ticket The contract and client have been created so now it's time for the first ticket. You can see tickets instantly from the tickets dashboard just click to create a new ticket.
You can then create contracts instantly. You can save different templates to make it easier to add new customers to the system. Consider setting a start and end date for the contract. Then create whatsapp mobile number list notifications when you want to discuss contract renewals with clients. To be sure, please select as many email accounts as you want to send the message to. Finally, choose what has been agreed for this customer, whether it is created by yourself or you have already created it. This includes response times, work times and other relevant metrics that determine relationships with customers. You can also customize each account with your logo and place your own logo on future invoices your customers will receive.
From the customer dashboard you can also view all contracts in the Contracts tab. You can copy contracts edit them to make them active or inactive or make any other configuration you need. Some of these contracts include flat fee contracts which are great for managed service accounts or hourly contracts for break repair service commissions. Lock down time and contracts for specific tasks such as remote monitoring or online backup. Set your rate and click Save. Link Contract and Ticket The contract and client have been created so now it's time for the first ticket. You can see tickets instantly from the tickets dashboard just click to create a new ticket.