**Title: Invoices Workflow Made Easy: New Statuses You Need to Know – Viewed, Partially Paid, Void**
Introduction
In the world of small to medium-sized businesses, staying on top of your invoicing can be a game-changer. As a service provider, coach, consultant, or even a CRM user, understanding the latest in invoicing workflows can help streamline your operations and improve your cash flow. If you’re already leveraging tools like HighLevel, Kajabi, HubSpot, ClickFunnels, or any funnel builder, this update is especially for you. Let’s dive into the new invoice workflow statuses: Viewed, Partially Paid, and Void, and see how they can make your life easier!
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**Viewed: Know When Your Invoice Has Been Seen**
Ever sent an invoice and been left in the dark, wondering if your client even saw it? The new “Viewed” status takes the guesswork out of the equation. When your invoice transitions to this status, it means your client has opened and reviewed the document.
*Why It Matters:*
– Peace of Mind: Assurance that your client has seen the invoice.
– Follow-Up: Timely notifications allow for better follow-ups.
– Efficiency: Saves you the trouble of unnecessary reminders.
**Partially Paid: Flexibility at Its Best**
Gone are the days when an invoice was either paid in full or not at all. The “Partially Paid” status recognizes that sometimes payments come in installments. This is a game-changer for those using HighLevel or other CRM and sales funnel tools.
*Why It Matters:*
– Real-time Tracking: Monitor partial payments and outstanding balances.
– Cash Flow Management: Better handle your revenue stream.
– Client Relations: Offer flexibility to your clients, improving your business relationships.
**Void: Clearing the Confusion**
Mistakes happen. Maybe a client cancels a project, or there’s a billing error. That’s where the “Void” status comes in. It clearly indicates that an invoice is no longer valid, eliminating any room for confusion.
*Why It Matters:*
– Transparency: Clear communication with clients.
– Record-Keeping: Maintain accurate financial records.
– Flexibility: Easily adjust to changes without administrative hassle.
Conclusion
Keeping up with the latest in invoicing workflows can significantly benefit your business. Whether you’re using HighLevel, Kajabi, HubSpot, ClickFunnels, or any other funnel builder, these new statuses – Viewed, Partially Paid, and Void – can improve your efficiency and client relationships. Embrace these changes for a more streamlined, transparent, and effective invoicing process.
**Call to Action:**
Ready to take your invoicing to the next level? Start your 14-day trial with us today and get access to our exclusive learning community! Don’t miss out on the opportunity to optimize your business workflows and stay ahead of the curve.
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