Accounting
Did you know on average small businesses spend more than 40 hours each month on creating/sending invoices and maintaining revenue records? This is likely due to their accounting and CRM systems being separate. Separate systems mean twice as much work, resulting in time wasted. Why spend time uploading contact information into multiple systems when you can utilize GreenRope for both your CRM and accounting needs? Integrating your CRM and accounting will allow you to smoothly run your business from one place opposed to logging in and out of multiple applications, no more duplicated exporting and uploading. Instead your contact information and all their associated billing/purchasing information will be in one, easy to access, place.
Creating an Invoice Account
Exercise 4A: Creating an Invoice Account
-
Open up your GreenRope account
-
Click on the "Guide Me" button
-
Complete the “Creating an Invoice Account” exercise
For reference, here are the steps to create an invoice account:
-
Open up your GreenRope account
-
In the group drop-down list, select the group your email template is saved in
-
Hover over Apps
-
Select Accounting
-
Click "Add New Account" link
-
Enter the Account Name
-
Select the Account Type
-
Select the group names associated with the invoice
-
Use the optional informaton to add contact information
-
Click Save
Creating and Sending an Invoice
Exercise 4B: Creating and Sending an Invoice
-
Open up your GreenRope account
-
Click on the "Guide Me" button
-
Complete the “Creating and Sending an Invoices” exercise
For reference, here are the steps to add lead scoring:
-
Open up your GreenRope account
-
In the group drop-down list, select the group your email template is saved in
-
Click Contacts
-
Search for the contact you want to export to QuickBooks
-
Click on the CRM/Activities tab
-
Scroll to the bottom of the page and select "New Quote/Invoice"
-
Choose if you are creating an invoice or a quote
-
Select a group name associated with the invoice/quote
-
Select a due date
-
Choose which account the invoice/quote is associated with (Exercise 4A: Creating an Invoice Account)
-
Enter the invoice/quote email content
-
Click "Add Line Item"
-
Enter the line item details
-
Click Update Invoice
-
Add billing line item details
-
Create an invoice/quote footer
-
Select Save
-
Click Send
-
Click Confirm