Microsoft Teams is a cloud-based collaboration platform that brings together chat, video conferencing, file sharing, and application integration. Teams provides a unified and secure form of communication that doesn't require the sender to be identified. This helps to protect user privacy and prevent spam and phishing attacks. Email is a popular communication channel, but it is prone to attachments and phishing, which can lead to data breaches and other security risks. Teams reduces the ability to send harmful files by allowing users to share only those files that are relevant to the conversation. Excel integrates directly into Teams, providing faster and more reliable data and support.

How businesses communicate globally

Microsoft Teams

Why are we using Excel?

Excel is a business tool that is used by businesses all over the world. It is a spreadsheet program that allows you to store, organize, and analyze data.

What is the purpose of Teams?

Microsoft Teams allows for authenticated communications, which helps prevent phishing attacks. Teams also offers a variety of security features, including encryption, access control, and data loss prevention.

Important Notice:

A $100 Processing Fee Applies to Mailed ChecksTo ensure efficient operations and minimize delays, we discourage sending checks by mail.

The reasons for this fee are:

Manual processing: We incur additional labor costs to open, process, and deposit mailed checks.

Unreliable mail service: Unfortunately, the USPS is not always reliable, which can lead to lost or delayed payments.

We value your time and appreciate your understanding in using alternative payment methods, such as online payments or bank transfers, to ensure a smoother and more efficient long-term relationship.

PS: Use Delta or CashBack cards for best value. Paying with credit card allows for better operational cashflow.

Getting Started with Your Excel Billing System

1. Start Tab

The Start tab serves as your central hub for accessing essential information and actions. Here's what you'll find:

• Welcome Message: A brief introduction to the Excel billing system.

• Payment Link: A direct link to your Stripe account for processing online payments. You can simply click on this link to access your Stripe dashboard and manage transactions.

• Account and Routing Numbers: Clearly displayed at the bottom of the Start tab for receiving payments via bank transfers.

2. Dashboard Tab

The Dashboard tab provides a visual overview of your billing and invoice status. It includes:

• Overdue Invoices Chart: A chart highlighting overdue invoices, allowing you to quickly identify and address outstanding payments.

• Package Name Information: Visuals and summaries of your different service packages or product categories, helping you track sales and revenue by category.

The Dashboard tab not only provides this overview but also empowers you with self-service business intelligence. You can filter the data to display specific metrics and gain deeper insights into your billing and invoice trends.

3. Transaction Tab

The Transaction tab provides a detailed record of all transactions year-to-date. You can use this tab to:

• View Line Items: To view all line items ordered year-to-date, navigate to the 'Transactions' tab and select the 'All Items' option from the drop-down menu.

• Filter and Sort: Use Excel's filtering to see the transactions per month.

4. Invoices Tab

The Invoices tab helps you manage all your invoices in one place. You can:

• View Invoice Status: To view paid and overdue invoices, navigate to the 'Invoices' tab. The invoices have two status : Paid or Overdue.

• Access Invoice Details: Click on an invoice number to view the full invoice with itemized details.

5. Monthly Tabs

The template includes separate tabs for each month, allowing you to organize and track invoices on a monthly basis. Within each monthly tab, you can:

• View Line Items: See a detailed list of all products or services you ordered during that specific month.

ALL QUESTIONS SHOULD BE VIA TEAMS TO YOUR SALES REP