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SophieZo Virtually There For You

Tips for Using a Virtual Assistant to Handle Invoicing and Bill Paying

August 3, 2012 by sophiezo Leave a Comment

While invoicing and paying bills is one of the most important parts of your business, it’s never the easiest one to handle. It doesn’t matter if you know what you’re doing or not; it’s a very time consuming task and it’s one that can take a lot of time to complete which takes away from the time you need to grow your business and make money.

Your business won’t be able to continue to run and grow if you don’t take the time to invoice your customers and pay your bills. The downside to this is that the time it takes to get it done is time away from the tasks that actually make you money, so one of the best ways to overcome this challenge is to hire a Virtual Assistant to handle it for you.

There are a couple of ways to make this work. One way is to use a spreadsheet that you share on Google Docs. This way you can  both make changes and you know you’ll always have the most up to date copy. If this is the method you plan to use, you’ll need to give your Virtual Assistant access to your Paypal account so she can invoice your customers and if you use that method to pay your bills, she’ll be able to handle that as well.

Another method is to use an invoicing program and let your customers pay that way. You won’t have direct links to Paypal if you use this method, but you can include the email that’s used in Paypal. This method also works well if your customers pay by cash or check. Another reason you may need to use this method is if your customers require a receipt other than what you can give if you strictly use Paypal.

One last method to consider is a program. You’ll need to find one that is accessed through the internet if you both plan to have access to it. An example of this would be Freshbooks. You have a username and password for this so you both have the ability to login. If you don’t plan to use one online, you won’t have access if you choose to use a program like QuickBooks.

No matter how you plan to handle this, when you use a Virtual Assistant to help you invoice your customers and pay your bills, you’ll find it’ll be a time saver. You’ll find you’ll receive your money more quickly and you’ll be able to avoid late fees when you have your Virtual Assistant handle paying your bills for you.

Filed Under: Delegating, Marketing, Online Business Managment, Time Management, Virtual Assistant, Virtual Services Tagged With: Business Management, Delegating, Internet Marketing, Online Business Management, Outsourcing, Sophie Zollmann, SophieZo, SophieZo Virtually There For You, Time Management, Virtual Assistant, Virtual Services

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We’ve been working with Sophie Zollmann for almost half a year now, building an online lifelong learning platform and community from the ground up (because in-person classes became impossible in light of the corona virus). Sophie has guided every technical aspect of this enterprise including the construction of landing-pages and websites, the management of mailing lists and revenue funnels, setting up Zoom meetings, etc., allowing us to focus exclusively on content production and marketing. This platform is now off the ground and succeeding beyond our wildest hopes.

We couldn’t have built it without Sophie’s support, which has always been prompt and timely, and her guidance, as she’s always pointed us to the most efficient and economical solutions to whatever technical issue we’ve faced. In the heat of the moment, I’m sure we’ve not always been easy to work with, but Sophie has also been generous and understanding to a fault. In sum, her support has been flawless and absolutely essential to the success of our online enterprise. We will be relying on her services again as we ramp up for our next phase of growth.

David Peritz
Founding Director
Minerva Academy of Lifelong Learning


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