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Virtual assistant invoice template for small businesses

in today's video I am going to give you a tour of rock paper coin a client management platform that simplifies proposals contracts invoicing and payment processing for businesses of all types most specifically the wedding industry hey there virtual assistants welcome back to my channel I'm Brooke your virtual assistant Mentor here to guide you every step of the way to becoming a successful VA are you ready to take charge of your career learn essential virtual assistant skills and build a thriving business that you're passionate about you are definitely in the right place when you start working with clients you're going to find that it's super helpful to be knowledgeable about all of the platforms that they use so this video is a part of my series for wedding industry virtual assistants so that they can learn how to use the many softwares in the industry and also don't forget stay till the end to enjoy taking advantage of my discount code so you can get your clients signed up today so let's get started you are going to want to log in at rockpapercoin.com and this is going to be your dashboard so what's cool is it's really easy to view easy to see all of your new contracts paid invoices completed contracts and also paid invoices right here on your dashboard and you can come right down here to this big green button that says new and you can create a new contact a new contract a new invoice or a new proposal and what's cool is they all are housed right over here so you can click on your contracts and they would all be listed right here you also can create a new one here you can click on proposals same thing you can find them all listed here and you can create one here same with contracts it will show you the contracts that have been sent and then also the contracts have that have been received and then you also can check on your invoices so they will all be listed right here and same thing all the ones that have been sent and all the ones that have been received and right down here next to the more button you're also going to be able to access all of your client folders so you can find all the information all the con uh proposals contracts and invoices for that client you can find company folders proposal templates and contract templates so if you have um created your own templates you can do that and save them in here and one last really cool feature that I love is the resources so what you can do with this is you can actually go and look at the questionnaires the intake forms the contracts proposals and invoices of successful wedding planners and you can actually see who they are over here I know terica she is incredible I imagine that that questionnaire is the greatest I know Amber from refine same thing her welcome email is probably so great so what is cool is you can then go look at their templates you can recreate them to um be something that you use for yourself and it just really helps you feel confident in your proposals and your questionnaires because you know that a professional that is successful in the industry is the one that created it so that is a very quick walkthrough of the tool tools that you have here in rock paper coin and in my next video I am going to actually walk you through how you can create your invoice what information you can put on it and throughout this series we will make sure that we knock on everything that rock paper coin can do even sharing with you how you can access timeline genius down here so that will be a bonus so keep watching all these videos and if you have any questions feel free to message me in the comments below