USA Accounting - Customer Payments Training
- Description
- Curriculum
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1Growth99 | Website Development | Digital Marketing | SEO - 9 March 2023
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2Overdue Payments
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3Collections
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4How To Attach a SIGNED MSA via Order Agreement to Zoho CRM From DocuSign.mp4
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5How To Update Payment Methods In Zoho Subscriptions - Support Ticket Or Customer Update
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6How to start and stop invoice reminders in Zoho Subscriptions
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7How to set up a new Credit Card In Zoho Subscriptions New Payment method
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8How to Manage DocuSign New _ Resend MSA Via Order Agreements
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9Associate Payments To Zoho Sub
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10How to Create An Invoice From Initial Deal In Zoho Sub from Zoho CRM
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11New Notification New Payment / Accounting / Zoho Sub
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12Stripe Dispute Process Response / Training / LIVE Training
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13Deep Dive How To File Claim With Collection Agency
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14How to Send An New Invoice Zoho Sub / New Sub / Order Agreement Via DocuSign
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15How to send a customer an invoice receipt from Zoho Sub when they inquire to accounting
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16DocuSign Order Agreement SIGNED / Zoho CRM / Upload SIGNED MSA Zoho CRM
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17Training New Invoice Zoho Sub / Zoho CRM / DocuSign Process / Concierge / Tagging
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18How to spin up a new subscription / NET 30-day terms Zoho CRM / Zoho SUB
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19When a customer asks to remove social media - accounting changes
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20Attaching a SIGNED order form (MSA Contract) From DocuSign to Zoho CRM / Also payments
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21Cancelation ROI Email Take Action Zoho CRM / Zoho SUB Send out MSA / Customer Email
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22Training Video Cancelation ROI email Notification options
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23How to cancel / delete a Subscription for Paid Media / Lead Generation / Zoho CRM / Zoho Subscriptions
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24Cancel Paid Media / Lead Generation / Zoho CRM / Zoho Sub / Task Pop Up
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25Tricky billing set up Split Payments set up fee / Manual task creation reminder Zoho CRM/ Zoho Sub Set up
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26How to delete a subscription from Sales Rep / Deal went pending then did not close / Zoho CRM / Zoho Sub /DocuSign
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27How to Stop Invoice reminders Zoho Sub
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28How to look and record a new customer new payment / Zoho CRM / Zoho Sub / DocuSign Deep Dive / task Update
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29Change Billing Dates / APPROVAL Needed / Zoho Sub
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30Indepth Training OverDue Payments / Turn off Websites / 30 days overdue 60 days overdue / Support / Zoho CRM/ Zoho Sub / Turn Websites Back On
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31APPROVED to Ding Dong / Resend MSA DocuSign / Cross Check Deal Record / Cross Check Zoho Sub / Account Record
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32Updated a New Customer Payment / Check MSA / Update Task For Sales Rep / Tag Rep Need MSA
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33Cameron live working sessions morning reviewing and updating information on Zoho / Zoho Sub / IMPORTANT
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34Rock N Roll Approval / Changing Current Sub / Upgrading Sub / Checking Credit Card / Updating Credit Card
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35Adding Sub ontop of Subs / Communcation with Customer / Ding Dong Clear Zoho CRM / Zoho Sub
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36Delete a subscription / Delete Invoice / Update Zoho CRM deal / Account / Reply to customer
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37What to do when someone asks for contract/MSA or order agreement and how to send it to them
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38Rock N Roll Social Media Add-On Upsell / Customer Experience / Zoho Sub Billing / Tagging back CE team
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39How to cancel an account / TRUE churn / Zoho Sub / Zoho CRM / Update Fields / Update Team
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40How to prepare for customer cancelation / Talk to customer /email customer/ Customer Experience team SAVE / Task PREP
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41Set Up Accounting@Growth99.com in Gmail (Contact Cameron with Questions)
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42Study Growth99 MSA / Master Service Agreement / Terms & Conditions / Contract / Order Form
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43Ghost / Left at Alter / Cancel Sub / Look up account / Tag in Zoho CRM / DocuSign cross check
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44How to Process upsell lead Generation Platform Fee on Customers Ad Account / zoho Sub / Zoho CRM / Tag back CE
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45Customer early buy out process / zoho sub / Cancel an account / Update team / Log Zoho CRM
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46Tricky invoice set up split payments Zoho Sub / Zoho CRM Tagging
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47New Customer Payments / Docusign / MSA / Task Modifications / Help Sales Team
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48How to charge for upsell E-Commerce Store and tag team back in zoho crm
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49How to Send Data Breakdown Email (2 of 3 in cancelation sequence)
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50Upsell SMS / Email CRM / Zoho Sub tagging people
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51One time Billing set up Offline / Online Zoho Sub
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52ADA Compliance Add-On Zoho Sub Tagging Zoho CRM
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53Smooth Demo SMS / G99 Team Zoho
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54How and When to Send Cease and Desist Letter via Zoho CRM
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55How to find Subs in Stripe Growth99
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56Growth99+ CRM to Move the Needle
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57Renewal Summary First Of The Month Task
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58Bounce Back Invoices Zoho SUB
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59Growth99 Failed Payments, Customer Disputes And Collections Process
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60How to Handle Unpaid Invoices Via SMS Zoho Sub and Zoho CRM
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61Processing Refund VIA Stripe
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62Credit Card Notifications (Add New Cards)
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63Invoice from Growth99
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64Ding Dong Verification Deal
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65Multi Location SEO Selling - Billing
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66How to find, modify, and cancel $24.99 Stripe Subscriptions for two-way sms