💰 Payments

    What is it?

    This is a spot to view your information about PAYMENTS. The key to remember is that CommandCenter is NOT a CRM. That means that you're not going to be managing your invoices or payments. The reason this exists in the CommandCenter is to provide amazing information in the Executive Dashboard.

    Inputting this information is a task that you can either assign to a VA or set up Zapier automations for.

    How do I use it?

    This is pretty simple! Input all of your payments so that you have them all in one place and can easily be shared with your team!

    💰 Payments

    Tip! Note that the (1) Client, (2) Booking/Project, and (3) Invoice should be created BEFORE creating any Payments.

    👤 Clients🗄️ Bookings/Projects🤑 Invoices

    Usability Checklist

    Have you done all of this?

    1. Input all of your Clients

    2. Created your Projects

    3. Connected the two

    4. Created your Invoices

    5. Input your Payments

    How do I print it?

    Print View

    How do I share it?

    For anyone that you want to have access to this information, whether personal or business, you'll share the "Client Work" interface with them.

    How to Share an Airtable Interface and Manage Access
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