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Oct 5, 2016

Maintain Your Invoices and Receipts With UnitWise



How do you keep up with your invoices and receipts? Please don’t tell us that you keep everything in an excel sheet and enter in sales one by one, then adjust your inventory manually for each sale. Also, if you tell us that you write every receipt out in a book, by hand, we may faint.

What do you do when someone wants to split their payments up into weekly or monthly installments? Do you keep customer files everywhere and try to remember when to send out an invoice when a payment is due?

Thank goodness we the heroes at UnitWise are here to save the day by explaining how you can efficiently keep track of your inventory, receipts, and invoices by using UnitWise.

UnitWise

UnitWise is the total business management solution, specifically designed for directors, NSDs, and independent beauty consultants. It’s full of innovative features to help you efficiently manage, organize, and grow your beauty consulting business. The innovative features include, email marketing, expense tracking, inventory management, online payments, and more.

How UnitWise Really Takes the Stress out of Invoices

With UnitWise invoices can be created in a matter of seconds, and they’re completely customizable. You can split invoices up between different amounts, and set their due dates. For example, if a customer wants to pay $30 dollars every 15 days then all you have to do is simply create a payment plan for them.

As the due date for payments approach both you and your customer will receive email reminders. UnitWise keeps track of the due dates for you, leaving you with more free time to work on other aspects of your business. Also, Once a payment is made, a follow up email will be sent to the customer.

How UnitWise Simplifies Managing Invoices and Receipts

To clarify the difference between invoices and receipts, receipts are created when a customer pays for their order fully. Invoices are for when a customer has not paid the full amount for their order. UnitWise allows you to create either in a matter of seconds.

After a sale is completed you can quickly create a product receipt. When creating a receipt or invoice, you can quickly add the products you sold by entering the product names or by searching for them, because UnitWise already has a complete list of makeup products. When the receipt is done you can send it to your customer via email.

Once a receipt or invoice is created the products sold will be automatically taken out of inventory. Also, UnitWise keeps all of your receipts and invoices in one convenient place to keep track of. The receipts and invoices are also added to the customer’s profile, and can be printed. Plus, you can add notes to every invoice or receipt to know what each of your particular clients like.

Not a fan of math? Who aren’t sure who is, which is why UnitWise will do the math for you. When creating an invoice or receipt you’ll see fields to mark shipping and handling, discount percents, and coupons. Simply enter the correct data in the proper field and the total will be calculated for you.

Get That Money Honey

One of the most important parts of business is the ability to get paid, that’s why UnitWise works with Propay, the safe and secure credit card processing service. With propay you can safely and securely process debit or credit cards from at anytime, from any location. There’s little to no waiting time between transactions and payment processing.

You can always accept payments in person as long as you have a wifi connection on your smartphone or tablet. This is great for making sales at any time, like while at a party, on the phone, or in the office. Clients can easily type in their card information on your device or swipe their card with the propay jack. Best of all, customers can feel at ease, because their card information will be invisible to the system.

Now, Get Started With UnitWise

What are you waiting for? The state-of-the-art features from UnitWise will help you save time while effectively managing your business. The features include unit reports, online payments, invoicing, accounting, and more. Test out the intuitive features for yourself while using your complimentary free 15 day trial.

*Content found in the UnitWise blog is for informational purposes only. UnitWise is an independent business with no affiliation to Mary Kay®.

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*UnitWise is not affiliated with Mary Kay

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