2:14
From list to sale
Turn a saved list of customers into real work. Put them on a sales board, log calls, book follow-ups and track the deals that come from it, all in Sales Intellect.
What this video answers
Can I send invoices from Sales Intellect?
Yes. Every invoice is kept in one place, showing what has been paid, what is waiting and what is overdue.
Watch this part (0:00)Can my invoices show my logo, ABN and bank details?
Yes. Set up how your invoices look just once: the logo, the ABN, whether prices include GST, the payment terms (such as 14 days) and your bank details, with a choice of bank transfer, card or both. The preview updates as you go.
Watch this part (0:16)How do I raise an invoice for a customer?
Raise it from the customer's contact record. Add a line for each part of the job and GST is worked out for you.
Watch this part (0:32)How are invoice numbers and due dates set?
When you issue an invoice it takes the next invoice number, and the due date is set from your payment terms.
Watch this part (0:41)What does the customer see when they get an invoice?
Every invoice has its own page for the customer, with your bank details and the invoice number as the payment reference. They can print it or save it as a PDF.
Watch this part (0:51)How do I mark an invoice as paid?
When the money lands in the bank, mark it paid with the date and a reference. It is stamped paid on the contact, on the invoice and on the customer's page.
Watch this part (1:02)Can overdue invoices be followed up automatically?
Yes. Overdue invoices are one click away, and a workflow can email the invoice and follow it up for you. Maintenance plan renewals even raise their own invoice.
Watch this part (1:13)Everything said in the video
0:00
Your invoices
Once the job's done, it's time to get paid. Every invoice Acme sends is kept here: what's been paid, what's waiting, and what's overdue.
0:16
The invoice layout
They set up how their invoices look just once: the logo, the ABN, prices including GST, fourteen day terms, and their bank details, with a choice of bank transfer, card, or both. The preview updates as you go.
0:32
Raising and issuing an invoice
Rebecca's new heat pump is in, so Jess raises the invoice from her contact record. Add a line for each part of the job, and GST is worked out for you. Issue it, and it takes the next invoice number, with the due date set from the terms.
0:51
The customer's invoice page
Every invoice has its own page for the customer, with the bank details and the invoice number as the payment reference. They can print it, or save it as a PDF.
1:02
Marking it paid
When the money lands in the bank, Jess marks it paid, with the date and a reference. It's stamped paid on the contact, on the invoice, and on the customer's page.
1:13
Overdue invoices
Overdue invoices are one click away, and a workflow can email the invoice and follow up for you. Maintenance plan renewals even raise their own invoice. Invoices that look like Acme, and money that doesn't slip through the cracks.
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