Is the Invoice Paid? Is the Commission paid?
- Brendan Sweeney
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 everything in the middle of the billing cycle? We've got you covered!
Track if the Commission Was Paid
Track if the Invoice was Sent
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 makes it super easy to keep track of this. As long as you're using the "Send as email attachment" method to share the invoice with the facility, ConnectSx will keep you in the loop on which events still need 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.
Track if the Invoice was Paid
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.
Track if the Commission is Paid
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).
Navigate to the Events page
Filter for “Commission Paid”, the results will show only Events where Commission Paid is checked off.
