13d • General discussion
Busy Work
I just recently noticed how much of my time has been taken up with tasks that are 100% necessary to my business, but seem to take just forever.
One of those that has been irking me the most recently is generating/sending invoices for clients. "But Ranleigh, that's like 1 step away from money! How could you hate that?"
It's so repetitive and takes so long every time. If you're organized already, then you have to go into your CRM or spreadsheet and change something to signify that it's time to invoice, then you have to go to Stripe or something and put in the client (first time), create the invoice, look it over and send it off. Then you go back to your CRM/spreadsheet and update it again to say that the invoice has been sent so you know what your follow up schedule is (should you need it). And that's if you ARE organized lol.
That's a lot of non-website related work you have to do for every project for every client.
Anyways, I took my inner rage (lol) and aimed it at the internet and came up with a cool solution (See below)
Something simple like this can be set up so that you:
Change the status of a client to "send invoice" or whatever you'd like
That triggers this flow to send that clients info along with any other necessary info to Stripe
Stripe then pulls an Invoice template to fill out with clients info and sends it to them
Boom: click one button and the client now has an invoice!
Let me know if you give this a try and how it goes!
Let me know if you need more help and if I see patterns in info I left out, I'll make another post adding to this one so everybody will have the info
Hope this solves a problem for you!🙏
P.S. - I didn't bother with adding the downloadable JSON this time since everybody's SOP for invoices are completely different.
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Busy Work
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