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n/a
5 Posts |
 Posted - 10/30/2006 : 09:29:43 AM
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thank you all for your great input and advice.
I really appreciate it.
thanks again
ezknowles |
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LindaH
Florida
1754 Posts |
Posted - 10/20/2006 : 10:37:58 PM
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I use Quickbooks also - it's a new program to me so I'm just getting used to all the ins and outs - my procedure now is as soon as I get home from the signing I create an invoice for the job and put it in my A/R folder and also enter my mileage -
Seems I'm on QB daily to update and track..but what a great program - once I get all the features working properly I'll be in heaven!!
Linda |
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Renee
Michigan
549 Posts |
Posted - 10/20/2006 : 7:16:17 PM
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| Excellent advice, Linda - although I use Quicken H/B. Not only is it a smart move for tracking payments - it makes doing your taxes a breeze. Tracks your mileage, enables you to split out your notary income from the business total, gives you MAILING LISTS of all your clients for marketing purposes, gives you a single location for storing everything pertaining to each job, each client, all your business accounts (checking, charge card, etc.) |
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LindaH
Florida
1754 Posts |
Posted - 08/23/2006 : 04:42:08 AM
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Thank you..:)
I had a signing scheduled for Monday evening (canceled on the way) and one last evening which went through. Both times the companies called I played it safe and specifically asked them if I needed to invoice them and, if not, was was their procedure for payment. They BOTH (shock of shocks) told me no invoice necessary - they put in for payment automatically and for last night's I'm paid directly from the HUD at disbursement. The canceled Monday night agreed to pay me a reduced fee for the cancellation (I hadn't even gotten to the house yet) AND sent me a confirmation to that effect (shock #3..:))
Not a bad week all things considered...now I'll go celebrate my 31st wedding anniversary...:)
Linda |
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dfye@mcttelecom.com
New Hampshire
681 Posts |
Posted - 08/23/2006 : 01:32:58 AM
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Linda, that was great advice.
Many companies prefer to have their own invoices filled out and they usually will give you one in their sign-up package. Be sure to make copies of it for future use. Some companies will give them to you in your confirmation. It is imperative that you use the invoice given to you if you want to get paid. Follow all their instructions through to the end.
On the other hand, their are those companies that just put you in for payment which is the best way as most of them usually pay in a timely manner.
If you need to invoice a company and fax it to them, their are many different software packages out in stores which you can use, i.e., Quickbooks, etc.
Legal Eagle Para Professional Services |
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LindaH
Florida
1754 Posts |
Posted - 08/21/2006 : 11:59:41 AM
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You may need to wait until you're contacted and see what their policy is...the one I had tonite said I didn't have to invoice them - they would put me in for payment (which was nice since the borrower didn't go through with it - I found out on my way to his house). That was my first one too..
I think I'm probably going to get invoices for the future and just in case this company DOESN'T pay me after all..
Also, in the meantime, I'd say just calm down, read and learn your manual and notary laws until you know them as well as you know your own name - all will work out..:) Also, if you're that nervous, keep reviewing the material that you studied and I would strongly suggest you buy one of the many books for sale showing all the sample documents - learn them, their function, and what they look like so you recognize them in the package. You'll be fine..:)
Linda |
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n/a
5 Posts |
Posted - 08/21/2006 : 09:16:07 AM
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I am a new signing agent, so new I haven't done any
I very nervous in doing one.
how do you invoice a company for the signing.
should i order special invoices?
what to do...what to do...what to do?????
ezk |
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Invoicing for a signing
