How to Create and Send Invoices – New Clients Time to finish lesson – 1-1.5 hours You will learn: Tracking invoices requires access to: After a client’s agreement has been prepared you can create invoices for the duration of their project. We create all of their invoices in advance, during on boarding, if its a…

DIRECT DEPOSIT AUTHORIZATION  Please print and complete ALL the information below.   Name: ____________________________________________________________  Address: ____________________________________________________________  City, State, Zip: ____________________________________________________________  Name of Bank: ____________________________________________________________  Account #: ____________________________________________________________  9-Digit Routing #: ____________________________________________________________  Amount: ◻ $ ____________ ◻ ___________% or ◻ Entire Paycheck Type of Account: ◻ Checking ◻ Savings (Check One) Attach a voided check for each…

Update the Notebooks in TeamWork Project Resources Notebook Project Scope Notebook Add these Links in TeamWork Project

In Details window: In Budget Window: In Add People Window: In Choose What to Carry Over Window: In Advanced OptionsWindow: Add Client’s contact information to the Client Account

Duplicate: Google Drive Master Folder The folder should contain:Originals -> Give access to the customer.– Logos– Headshots– Stock Photos– Original Photos-Other Uploads– Working Files– Messaging Workbook– Client Homework– Content Recipe– XD File– Old site Screenshots ProgrammerWriterDesignerProject Manager

Hi {First Name}! Welcome to the team! We are so excited to have you on board. Please review the following email. There is quite a bit of logistical work that needs to be done this week before we can get started. We are delighted to have you!

W-9 Process:

To Create a Direct Deposit: