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Final invoice template for Product Management

all right what's up everybody RJ Hubert here it's day 13 we're using high level for the first time as an agency um the whole goal behind this is to try to learn something new every single day in high level make a quick video about it to try to help uh the people out there who may or may not be using high level just show them what can be done um and today we are focusing on products invoices automations and reputation management I'll show you how we uh put all those things together so I have an invoice that I'll be sending out tomorrow um and it's about Google ads management for a client so I went into my um sub account into payments and I created a product and the product I created is called Google ads management so just a little bit about the product um there's an advertising management component of this product and account management so I created um the product info then I scroll down and here's where you can add your prices so basically I created pricing Google ads management I'll call this 1500 um it'll be a recurring every single month uh 1,500 bucks billing period monthly I'll save that and so now we have our products and how this ties into invoices so I'll go to my invoice template that I I created and I have a Google ads management template so if a client is just doing Google ads I can use this as a template I have my logo my information up here actually want to change his phone number um to 412 725 0280 website so I have my issue date due date invoice number Google ads management 1500 bucks I also have a one-time setup fee I think I'm going to remove that for now and then um I can write notes thank you for your business so I'll save this and then if I want to send this out to the client I can just do that that and I can uh use recurring or one time so what's really cool is an automation I have around this so I'll send this once and hopefully set it and forget it because it's going to be a monthly um recurring with my stripe and I set up this automation under uh I'm calling it payment made and sending a review I actually change this to 45 days so I'll save that all right so how's this automation work so there's a trigger so when an invoice is paid kicks off this internal notification so it's going to send an SMS message to me so it'll say this contact paid their invoice for this much money in the month might put year to is there year save save and that will also update the opportunity so right now that opportunity would be in this uh pipeline stage of a proposal delivered so it'll move to the pipeline stage saying first payment made so I'll know that this person is ready to go contact name and Company where that contact came from from we're also putting that invoice total amount there and we'll call that one then 40 45 days after we will be sending a review request and there'll be a time delay for 45 days because I don't want to hit them with a review right after they pay like I want to give it like one one and a half months of working together and so it'll send out on Monday through Friday from 9: to 5: um review request and it'll be an SMS now let me show you what that looks like and you're actually going to have to go down to um the sub account level reputation um no settings reputation management so um you're going to have to play around with this but basically I'm going to do autor responses um we'll send four stars or above and then we have a message here we're going to send them a Google link and this is what the email will look like if we send us an EMA send them an email but we're going to be sending them a text so thanks for working with hbt digital would you please leave us a review and then we'll have that link and then it's all tied together so the whole goal is opportunity comes in moving down the pipeline to a discovery call then a proposal then they get a contract they sign the contract invoice goes out we have all these automations perfect world everything flows seamlessly uh but we're doing like little steps to get there so if you have any questions please reach out have a great day