Hi J, I would like you to use the merchant accounts (quickbooks, wave, freshbooks) to make sure our clients paid us and make any notes that show any irregular activity, monthly changes in payment etc.

Here is the doc where we keep track of it. many of the clients pay for their monthly management service upfront and the actual service starts later so we bill them for their second month on a pro-rated basis.

For example, ABC Medspa pays us to Optimize their website, $1500, Set up their ad campaign $1500 and manage their ads monthly $1500. So if the ads do not turn on until Jan 15. They are paid through Feb 15 which means we will bill them a prorated amount on Feb 16 for the rest of the month.

What I would like you to track is that the client paid us for the service. We may charge a client $1500 in Jan but the client doesnt pay until Feb, I still would like you to put $1500 in the Jan column.

I am looking for irregularities, missed payments, issues. Ocassionally a client will pay us upfront for services. So try to note that all in the sheet.

whitney.zelig@gmail.com may want your help in preparing invoices. You would go in duplicate the invoice from the previous month, make the new invoice, save it in drafts that way Whitney could easily send it out

Here is the video:

https://drive.google.com/file/d/1grTGnIpZXoDs7RcnGFX2aEy2CaBdnZsr/view