Get Paid with PayPal Online:
CloudBooks is now fully integrated with PayPal and once your customer paid the invoice with PayPal, it will automatically change the invoice status to Paid. No manual task involved:
Please see below screenshots of the process:
Once you sent your first invoice, your client will open it online and click Pay Online option:
Check mark the PayPal option:
It will redirect your Client to PayPal payment gateway:
Your clients will login to PayPal:
Your client will review the amount:
Your client will click on Pay Now option:
Payment will be processed once they click on Pay Now option:
Your client will see Thank you for your order message:
Your client will redirect to PayPal auto payment update URL and you need to click on go to Dashboard link so it will redirect you to CloudBooks client portal and your client will see the invoice status changed to paid:
Time Tracking Software: Help Employees Feel Like Freelancers
We live in a world in which the makeup of an organization has changed. Many organizations have fewer full-time employees and instead rely on a series of part-time and freelance workers to implement critical business activities. If you have a diverse business model, you want the benefits of time tracking software. It can benefit both traditional employees and part-time and contracted workers.
Help Employees Feel Like Freelancers
The dream for many people is owning their own business or at least finding a job that gives them the flexibility to work from anywhere. It’s possible to restructure your business so that internal employees and external contractors choose from a dashboard the tasks they will work on each day. They can track their productivity and self-determine how much they will earn. This is easy with time tracking software. Using a work-task tracking software helps employees feel like freelancers. They get to decide what they spend their time on and earn more if they put forth more effort.
Use Task Codes to Restructure Your Business Activities
In some businesses, not just those following a process management model, it’s feasible to restructure all business activities to fit into a set of task codes. This is a way of thinking similar to what code will be assigned to a medical service in a doctor’s office. In many organizations, a physician will not perform a service if it is not billable under current federal Medicare and Medicaid rules. Your organization can create a set of task codes, one for each business task. This could look like a hierarchy of codes, one belonging to each department or team. Or, you can use universal task codes across the organization. That’s because taking a business call or typing a letter of correspondence looks the same in every operational area.
Give Employees More Ownership of Their Work = Pride
Just because people don’t work in your office doesn’t mean that they cannot take pride in their contractual employment and get the flexibility of working like freelancers. When you use time tracking software and employees of all types track their work and manage their time, they get to feel like freelancers. You can redesign your positions to be more flexible. Employees can begin to serve different client accounts or work in different geographical areas, but they can qualify to work on an increasing range of tasks. The longer they stay with your company, they get to enjoy more flexibility in work assignments. They become experts in your entire business model, and they can shift easily to different accounts or projects based on business needs.
Move to Cross-Functional Teams
If you set up all of your activities to fit a list of task codes, employees can truly work anywhere in the organization. They will have access to more tasks as they develop the subject-matter knowledge required to perform them. They are more like freelancers. Your company can reap the benefits of process management organizations, which often use cross-functional teams to increase productivity. Let’s see what this looks like. A company makes every task into a code that can be performed by anyone with the right qualifications. If employees want to move to a different cross-functional team, such as working on the marketing team or providing customer service, they can shift. This only requires a conversation between the leaders of the two teams. At the same time, employees from marketing can temporarily assist the customer service team with certain tasks to address business shortages or take advantage of limited-duration business opportunities.
Close More Deals With Quote Software and Keep Your Sales Cycle Running Smoothly
Online Quoting & Proposal Software
Whether you view it as a rewarding challenge or a dreaded task, responding to Requests for Quotes (RFQ) and Requests for Proposals (RFP) is a crucial part of running and growing a business. A professional accurate document that puts you in the running requires meticulous attention to every detail, and this requires valuable time. Therefore, as much as you may want to reply to every RFQ that comes in, it is a prudent practice to step back and realistically assess each opportunity and respond only to those you have a chance of winning.
Questions to Ask Yourself
Is this RFQ prompted by a present need or is the requester just testing the waters?
Does the purchasing agent express resolve and commitment?
Is there a budget involved?
Have you ever done business with this customer?
Can you effectively compete?
If you decide to respond, fire up your quote software, it’s time to deliver a quote that stands out from the competition.
Preparing Your Quote
More About Them Less About You
At this point, forget about the basic features and costs of your service or products, they will come next. Concentrate on the needs of the prospect and clothe your deliverables in language that details how your offerings will fit in with the culture of their company. Focus on the outcomes and beneficial results that will come with accepting your quote; the particular problems it will solve.
Offer More than One Option
Since your competitors will, most likely, be responding conventionally and offering one option, providing multiple ones will make your proposal stand out. Customers like to feel they are doing due diligence. By giving them a set of options, you’re helping them out in that regard. In essence, you’ll be acting like a competitor to yourself, filling their need to shop around and hopefully dissuading them from looking elsewhere.
Another benefit from taking this forked road is that you’ll be able to offer both a higher level of service, i.e., a more expensive one, and they just may choose it. But if they cannot afford it, your lower priced option, the one they actually had in mind, will look like a bargain.
Keep it Short
Remember that the requester will be receiving several responses. Making yours relevant and concise, mentioning only areas that are important to the prospect will increase the chances that rather than just thumbing through it, he will read it all the way through. A good rule of thumb is to limit quotes to a maximum of two pages, focusing only on what you think will close the particular deal.
The Quote as Contract
Include a final paragraph that gives the requester the opportunity to signify (s)he accepts your proposal by signing it. Being able to turn the quote into a contractual agreement shows your commitment and may increase the likelihood of the customer’s doing business with you.
Our cloud-based software presents you with templates that can match the varying needs of each and every prospective client, allowing you to create an attractively formatted estimate that includes your company logo, address, and contact information. But that is only the beginning of the benefits our system offers. With Cloudbooks, you’ll be able to see which quotes have been accepted and which have been declined, and with just one click, convert those accepted estimates into invoices.
Contact us to find out how Cloudbooks SAAS can help you take charge of your business and automate your entire sales cycle, not only turning quotes into invoices, but also tracking those invoices, creating recurring ones, and giving you detailed reports that help you maintain the cash flow needed to keep the wheels of your business turning.