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In this week’s training, I will show you how to create a complete payment reminder system in excel. This template includes Invoicing & Payments as well.
𝗗𝗢𝗪𝗡𝗟𝗢𝗔𝗗 𝗧𝗛𝗜𝗦 𝗪𝗘𝗘𝗞'𝗦 𝗪𝗢𝗥𝗞𝗕𝗢𝗢𝗞 𝗧𝗘𝗠𝗣𝗟𝗔𝗧𝗘 𝗛𝗘𝗥𝗘:
http://bit.ly/PymntRemPenal_WkbkDl
GET AN UPDATED TRAINING AND TEMPLATE WITH THE FOLLOWING FEATURES:
• Attached Invoice Option
• Reminder Count Update
• Added Customer Balance Variable
• Added Number Of Overdue Invoices Variable
FIND THIS UPDATE ON PATREON HERE: https://www.patreon.com/posts/payment-reminder-77941341
TIMESTAMPS:
0:00 – Introduction
0:42 – Overview
4:37 – Designing Worksheet
24:03 – Change Event Worksheet
32:57 – Load List Payment Reminder
40:17 – Save and Update Payment Reminder
47:06 – Load Payment Reminder
50:05 – Selection Change Event
52:16 – Add New Payment Reminder
54:31 – Delete Payment Reminder
1:02:04 – Check and Send Payment Reminder
#PaymentReminders #LatePaymentPenalties #ExcelTips #DebtCollection