Quick Start: Unleashing the Power of Payments in PROSPER OS™
Welcome, TRUSTfluencers, to a deep dive into the Payments tab within PROSPER OS™ – your all-in-one solution for seamlessly managing your financial operations. This powerful suite of tools is designed to simplify how you get paid, track revenue, and keep your business thriving, all while you focus on what you do best: helping your clients achieve remarkable results.
Seamless Setup: Connecting Your Financial World
Before diving into invoicing, the first step is to integrate your preferred payment processors. Navigate to the 'Integrations' section at the top right of your screen. PROSPER OS™ supports popular options like Stripe, PayPal, and Authorize.net. Simply connect the one you use for your business, and you're ready to unlock all the powerful features available.
Our 'Settings' tab offers crucial customizations:
Automated Receipts: You can enable automatic sales receipts for all payments. Tailor the format, customize the title, add a unique prefix, and even design your own email templates under the 'Marketing' section to ensure every receipt reflects your brand's professionalism.
Tax Management: Easily add and manage taxes for any payments you collect. Define the tax name, percentage, description, and your tax ID number to ensure compliance and accurate financial tracking.
Building Your Foundation: Products and Services
Before you can bill, you need to define what you're selling! The 'Products' tab is where you'll establish all your offerings within PROSPER OS™.
Create New Products: Click to add a new product or service. Give it a clear name (e.g., "Performance Coaching Session"), add a description, and even upload a logo for a personalized touch.
Define Product Type: Specify if it's a 'Service' or a 'Physical Good'.
Flexible Pricing Models: This is where PROSPER OS™ truly shines, allowing you to define pricing that fits your business model:
One-Time Products: Ideal for single sessions or initial consultations.
Recurring Fees: Perfect for subscription-based coaching, monthly retainers, or ongoing programs. You can define the billing period and even offer a powerful trial period (e.g., 10 days).
Payment Limits & Setup Fees: For structured programs, you can set a specific number of payments (e.g., a six-month service with six payments) and include an optional setup fee on top of the recurring charge.
Once saved, these products are ready to be used across your invoices, proposals, landing pages, and websites.
Effortless Billing: Invoices, Proposals, and Estimates
With your products defined, generating professional financial documents is a breeze:
Invoices
The 'Invoices' section provides a dashboard to track the status of all your sent invoices and create new ones.
Templates: Create reusable templates for common services or subscription models. Add your pre-defined products, customize text, and save for future use.
Creating & Sending: Choose between a one-time or recurring invoice template. Select your client, add the relevant items, rename your invoice (e.g., "Client Name - Invoice"), and send it via email, text, or both. You can even use a 'test' mode to preview the experience before sending it live to a client. Once paid, PROSPER OS™ will automatically mark it as "paid," keeping your records up-to-date.
Proposals and Estimates
Beyond billing, PROSPER OS™ allows you to craft compelling proposals and estimates.
Design Templates: Create stunning templates by adding your logo, product lists, and custom text. Customize the page properties, including colors, to match your branding.
Customer Notifications: In the settings, you can customize customer notifications and select branded email templates for sending proposals and confirming signed documents, ensuring a consistent and professional client experience.
Team Notifications: Keep your team in the loop with custom email notifications when proposals are sent or signed.
Sending: Use your created templates to send professional proposals and estimates to any prospect or client with ease.
Comprehensive Financial Overview: Orders, Subscriptions, and Transactions
PROSPER OS™ provides a centralized view of your financial activity:
Orders: Track all payments received for your products, whether they come from your website or landing pages.
Subscriptions: Monitor all subscription payments initiated through order forms on your digital properties.
Transactions: This comprehensive log captures every payment, from invoices to quick payment links sent via conversations. See the status of each transaction – pending, paid, or otherwise.
Boosting Engagement: Coupons
Drive conversions and reward your clients with the 'Coupons' feature.
Create Discounts: Easily create coupons for special offers, promotions, or loyal clients.
Customization: Define the coupon code, choose a percentage or fixed discount, set start and end dates/times, and even limit its usage (e.g., first 50 people).
Product-Specific: You can also apply coupons to specific products only, giving you precise control over your promotions.
These payment tools within PROSPER OS™ empower you to manage your finances with confidence and efficiency, allowing you to scale your impact and grow your business with less effort.
Frequently Asked Questions
Q1: How can I efficiently manage various pricing models for my diverse offerings, from one-time consultations to multi-month coaching programs, without manual tracking?
A1: PROSPER OS™'s Products tab allows you to define flexible pricing structures for all your services. You can easily set up one-time fees, recurring charges with defined billing periods, trial offers, and even specify the total number of payments for longer programs, eliminating manual calculations and ensuring accurate billing.
Q2: I need to send professional-looking invoices and proposals quickly, especially for recurring client engagements, and ensure they are branded correctly. How can I streamline this?
A2: With PROSPER OS™, you can create and save custom invoice and proposal templates tailored to your brand. These templates allow you to quickly generate either one-time or recurring invoices, add pre-defined products, and send them directly via email and text, ensuring a consistent and professional client experience every time.
Q3: As my client base grows, keeping track of all incoming payments, subscriptions, and orders becomes overwhelming. How can I get a clear, consolidated view of my business's financial health?
A3: PROSPER OS™ provides dedicated sections for Orders, Subscriptions, and Transactions, offering a comprehensive dashboard for all your financial activity. You can effortlessly monitor payments from landing pages, track recurring subscription revenue, and view a detailed log of all transactions, giving you a clear financial overview at a glance.
Q4: I want to offer special promotions or discounts to attract new clients or reward existing ones, but I need a simple way to manage and track these offers. Can PROSPER OS™ help?
A4: Absolutely! The Coupons feature in PROSPER OS™ allows you to easily create and manage various discount codes. You can define percentage or fixed discounts, set specific start and end dates, limit the number of uses, and even apply coupons to selected products, helping you boost conversions and client loyalty effectively.
Q5: How can I ensure that my financial processes, like sending receipts and handling taxes, are automated and compliant, freeing up my time from administrative tasks?
A5: PROSPER OS™ includes robust settings for automated sales receipts and tax management. You can enable automatic receipt delivery, customize receipt templates to match your brand, and configure tax rates with your tax ID, ensuring professional and compliant financial operations without constant manual oversight.
What is a TRUSTfluencer and How KonnectMaster Helps
A TRUSTfluencer is an independent professional, such as a coach, consultant, mentor, or therapist, who builds trust-based relationships to guide clients through challenges and help them achieve new results. KonnectMaster empowers TRUSTfluencers with PROSPER OS™, an all-in-one AI Business Operating System. It automates essential organizational and support processes, freeing up valuable time and resources so they can focus on their core expertise, grow their business efficiently, and avoid costly specialized staff.
