18/12/24 – Revamp Your Invoicing Process with HighLevel’s New Features: Business Hours, Time Zone Preferences, and Future Invoices
HighLevel has made changes to invoicing and reminder system. In the past, invoice reminders were dispatched at 12 AM, not always fitting conveniently with businesses and customers alike.
Presenting New Features
- Operational Hours Configuration: Customize operational hours to enhance the efficiency of reminders and invoicing.
- Time Zone Modification: Choose to use either the customer’s time zone or the business’s time zone for all reminders.
- Post-Activation Invoice Arrangements: Following activation, these settings apply instantly to all future invoices.
Directions for Utilization
- Start by locating Invoice Settings > Reminders
- Turn on Reminders and set business operational hours.
- Pick Time Zone Orientation: Either Customer Time Zone or Business Time Zone can be selected based on preference. The default preference is set to the Business Time Zone.
- Application to Invoices: As soon as a reminder is toggled on, all upcoming invoices will comply with the selected reminder settings automatically.
The Motivation Behind the Enhancements
- The development of these unique features is to promote flexibility and preciseness in handling reminders across the invoicing system.
Click here for the full HighLevel update article
What to learn more or need help with HighLevel for your marketing? Book a Discovery Call with Julian.
Andy McPhilbin – Domestic & Commercial Water Filtration
To take your business to the next level then I suggest you speak with Julian…
“Finding Julian was a revelation. He was able to come into our business, review our processes and automated much of the business thus increasing our sales and saving me time too. For instance Julian was not only able to create the email marketing but also set up the CRM and sales pipeline so that the sales team could easily and efficiently manage the sales process right through from initial web or phone enquiry through to the sale and installation, and ultimately asking delighted customers to refer us to friends and family. In the old days sales slipped through our fingers because of lack of follow up, now the system takes care of this and ensures no prospects “fall between the cracks”.
He was even able to automate so that following an initial on-site consultation the system produces and sends a quote by email and in via the ‘smail mail’ post and it even creates a detailed Job Sheet for my fitters.
What I now have is a CRM/ Automated sales and marketing system that has dramatically improved sales and saves me time too. But that is not all, with the system Julian has created it enables my business to be scaled up. I do not see this system as a cost, rather it is an asset that has increased the value of the business.
If you are a UK based water softener dealer and want to take your business to the next level then I suggest you speak with Julian.”
Andy McPhilbin
Andy McPhilbin - Aqua Concepts
