Effective Past Due Invoice Reminder for Logistics

Past due invoice reminder for Logistics

hey everybody steve here with printavo and in this video i'd like to show you how you can use printavo's quotes page to get a high level view of conversations you've had with customers that haven't quite yet converted into sales and how you can use printavo's invoices page to easily follow up on money that's owed to you now the first place we're going to want to take a look at before we get into our lists is we're going to head to my account and we're just going to go to the page that says customize invoice statuses now we've spent some time on this page previously but just to recap in case uh you've forgotten or maybe this is the first video you're seeing on this when you set your statuses on this page when you build your statuses every status is going to have a check box next to it now the box can of course either be checked or unchecked but if that box is checked then any job that's in a status with a checked box will show up on your quotes page right and it it'll display as a quote to your you and your customer if a job is in a status with an unchecked box then that will display on your invoices page and it will show to you and your customer as an invoice so again you're just going to want to establish what you're defining as a quote what you're defining as an invoice and of course always make sure you save your work now once you've set up your quotes and your invoices or your statuses that will be listed as quotes and invoices you can use the powers of our quotes page and our invoices page so to access the quotes page simply just click on quotes over here on the left and then you're going to get a high level view of your total opportunities that are out there right we're putting a monetary value a dollar value to conversations you've had where the customer hasn't said yes yet and then we're breaking that down even further by status right so in this example you can see that we've had a hundred eighty one thousand dollars worth of conversations right and a hundred sixteen thousand dollars worth of those haven't even been sent out for approval yet so we can use the quotes page and all i did was click on quote here to isolate these jobs that are in quotes i can say well maybe this job well they um you know they we talk to them on the phone you know they're they're not interested you know we can we can delete this job or archive quote this job or you know this customer uh you know they they were really interested we need to send this quote out for approval right so again use your quotes page to to isolate and see where the roadblocks in your quote process are and what needs to be sent out and work with your shop to again convert these conversations into real dollars now if i head to the invoices page you'll see the top looks similar but slightly different whereas on the quotes page we have the statuses and a dollar value up top on the invoices what we're looking at is how much money is is past due and it's not necessarily separated by status up top now you can filter what status is you're currently viewing uh by using the the filter bar here and then you just select and then you know update that but uh similar to that quote page if i want to get a high level view of all right who's in this case you know 31 to 60 days past due then i can click on this and say all right let's let's reach out to john jackson um and and see what's going on you know maybe maybe who knows who knows right there's a million reasons people don't pay you right but again you can get that high level view of past due invoices and you'll see that this list is is shorter than what we were looking at before that's because the initial invoices list had a bunch of paid jobs here but you can sort you know by status by due date etc so again really really really helpful tools here set your statuses uh to list as quotes and invoices and then use that quote page to convert opportunities into real money right find those blockages find what's holding you up set goals right like i said if you can convert 10 of your total opportunities look at that you convert 10 of this that's 18 000 extra dollars that you have in your bank account right anyway if you have any questions about best practices using your quotes or invoices list please do reach out to your dedicated success manager or you can always reach out to us at success that's s-u-c-c-e-s-s printavo.com we'd be happy to help thank you so much and have a great day