Create Wealthbox CRM task for new Invoiced payment
Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsAutomate your invoice flow. Invoiced automatically tracks how much time you are working on a client's project, sends invoices when appropriate, and lets you know when one has been paid or is overdue.
See Invoiced IntegrationsMost upvoted product of the month
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