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cait potter blog
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where i share all my tips, knowledge, favorite tools, and more!
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Dubsado’s Recurring Invoice feature is one of its coolest, but one of the questions I see all the time is about how to set up a reminder for a recurring invoice BEFORE the due date. While possible, the way to accomplish this is not at all intuitive, so I thought a how-to blog was due!
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You’re not “different” or “more dedicated” to your business because you insist on doing everything manually or refuse to use a system with automation.
AUTOMATION ≠ ROBOTIC and
MANUAL ≠ MORE PERSONAL!
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Once you’ve got a beautifully set up system with automation and organization all built-in, it’s easy to understand what you gain from investing in a system strategist, but it’s kind of hard to conceptualize all that when you’re still noodling on the decision.
The thing is, I can SHOW you how much money you GAIN by choosing to invest in a system strategist, and I’m not keeping that information secret, I’m sharing it with you here.
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HoneyBook is an all-in-one platform for service providers who want to streamline and automate their lead and client workflows. If you are considering signing up for an account, read through the HoneyBook reviews in this post to see what other service providers have to say.
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Why am I rambling about how much I love Stripe today? Because I constantly see sooooo many people saying that it takes them forever to get their money, and they end up switching to a processor like PayPal who just randomly decides they get to hold on to your money for days and makes you jump through hoops to receive it. I’m here to tell you how you can get your money quickly with Stripe.
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With only one life to live, I value being as efficient with my HAVE TOs as humanly possible, leaving more time for all of my GET TOs. This means that automating business admin tasks is priority #1.
It’s not always easy or straightforward, but it’s ALWAYS worth it. I have a stubborn belief that whatever I want is possible, which means that I chisel my way through learning new tools and processes until I get EXACTLY what I want.
That’s how I’ve been able to create this completely hands-off process for selling my membership through ThriveCart and delivering it through MemberVault.
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This page contains some affiliate links, which means I may receive a small commission, at no cost to you, if you make a purchase through a link. I only share about tools I truly love and think you will, too!
