Client Invoicing A-Z Training

What is the first step in the invoicing process after a client has received funds?

• Contacting the client

• Sending a welcome email

• Verifying the funds

• Opening a new account

What information is typically included in the email to the client after funds are deposited?

• Details of the client's membership

• Client's credit score

• Congratulations message and contact information

• Loan amount and repayment terms

Where are personal loan funds usually deposited?

• Client's checking account

• Client's savings account

• Company's account

• Client's credit card

How many business days do you wait before sending an invoice for a credit card?

• 5 business days

• 10 business days

• 7 business days

• 8 business days

What is the typical percentage range that clients owe the company?

• 5-10%

• 10-20%

• 20-35%

• 15-30%

What is the name of the product created in Shopify for invoicing?

• The Truth Funding

• The Truth Credit

• The Truth Invoice

• The Truth Payment

What should you do if you don't have access to the Shopify account?

• Contact the client

• Create a new account

• Reach out to the instructor or Finn

• Wait for automatic access

What should be unchecked when creating a product in Shopify?

• All of the above

• Track quantity

• Charge tax on this product

• This is a physical product

What should you do if the client's email address is invalid?

• Send the invoice to a different email

• Send the invoice via postal mail

• Contact the client for the correct email

• Ignore the issue

What should you do if the client prefers to give payment information over the phone?

• Send an invoice via email

• Collect the payment details and process the payment

• Send a physical invoice

• Ask the client to visit the office