ConnectSx does a lot to digitize and automate the Event and Billing workflows, but it is always difficult to manage details when there are lots We know that managing events and billing can feel like juggling a bunch of balls in the air. It's like being a circus performer, but without the cool outfit. So, how can you keep track of what’s happening with an Event everything in the middle of the billing cycle? We've got you covered!
Track if the Commission Was Paid
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We know that getting paid is kind of a big deal. That's why we want to make sure you're on top of sending those invoices to the facility. Luckily, ConnectSx has got your back!
One critical step in the process of getting paid is to send the invoice to the facility, and ConnectSx can help you makes it super easy to keep track of this! . As long as you are 're using the “Send "Send as email attachment” attachment" method to share the invoice with the facility, ConnectSx will tell keep you in the loop on which Events events still need to have their invoice sent. It's like having a personal assistant, but instead of getting coffee, it helps you get paid.
So, if you want to make sure you're staying on top of your billing game, send your invoices from inside ConnectSx. It's the ultimate wingman for all your event and billing needs. Check it out here.
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Another critical step is making sure you get paid for all of your cases, and ConnectSx helps you keep track of this.
Navigate to the Events page
Filter for “Invoice Paid” and the results will display only Events where the “Invoice Paid” box is checked.
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It can be equally challenging to track the payment of Commissions to your Reps, but ConnectSx has got you covered (as long as you are checking off when the commission is paid in the event detail).
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