Invoicing and Payment Procedures

The video tutorial covers the process of invoicing clients after they have received personal loans or credit cards. It includes an example email communication with a client, Konstantin, who was approved for a loan. The tutorial explains how to use Shopify to create and send invoices, detailing the steps for both personal loans and credit cards. It emphasizes the importance of accurate billing information and provides guidance on handling client payments over the phone or via email.

What is the first step in the invoicing process after a client receives personal funds?

• Contacting the client for confirmation

• Opening a new membership account

• Sending a congratulatory email

• Finalizing the funding process

How long should you wait before invoicing a client for a credit card?

• 8 business days

• 12 business days

• 10 business days

• 5 business days

What percentage range might a client owe the company for credit card services?

• 5% to 10%

• 20% to 35%

• 10% to 20%

• 15% to 30%

Where should you check the status of credit card and loan finalization?

• Client's email

• Approval summary

• Company's Slack channel

• Finalized funding box

What platform is used to create and send invoices to clients?

• PayPal

• Stripe

• QuickBooks

• Shopify

What should the product name always be when creating an invoice in Shopify?

• The Truth Funding

• The Truth Credit

• The Truth Payment

• The Truth Invoice

What should you do if a client prefers to pay over the phone?

• Send them a payment link

• Collect their card details and verify billing information

• Send a reminder email

• Ask them to visit the office

What should you do if the email address is invalid when sending an invoice?

• Use the company's email

• Ignore the error

• Send the invoice to a backup email

• Contact the client for the correct email

How many days does a client have to pay the invoice once it's sent?

• 5 days

• 8 days

• 10 days

• 15 days

What should you do if you need to review the invoicing process again?

• Ask a colleague

• Read the company manual

• Watch the tutorial video

• Contact the client