0:00:42 - License management
- Overview of license management.
0:01:13 - Adding a new entity
- Creating a new entity, including property, contact, inspection, license record, and certificate.
0:08:36 - License expiration and renewal process
- Setting license expiration dates, renewals, invoices, and notices.
0:11:23 - Document generation and printing
- Generating and printing business licenses and notices.
0:11:29 - Invoice history and payment tracking
- Viewing invoice and payment history.
0:13:11 - Renewing Licenses
- Renewal options, including online payments.
0:14:45 - Generating Invoices
- Generating invoices and setting bill dates.
0:16:36 - Mass invoicing
- Sending mass renewal notices to expiring entities.
0:16:57 - Email notifications and communication
- Sending renewal email notifications and payment links.
0:16:57 - Sending Emails
- Sending account and renewal notice emails.
0:17:39 - Default Email Content
- Default email content with action and account info.
0:17:57 - Renewal Notice Templates
- Templates for renewal notices.
0:18:24 - Mass renewal process
- Sending individual invoices in mass.
0:18:24 - Printing and Mailing
- Printing and mailing notices.
0:26:45 - Inactive License Types
- Marking license types as inactive.
0:27:17 - License management
- Managing licenses, marking active or inactive, and adding new ones.
0:28:02 - Letter vs. letter report
- Differentiating between individual letters and reports.
0:28:05 - Late fees and due dates
- Importance of due dates to avoid late fees.
0:28:05 - Letters vs. Letter Reports
- Differences between a letter and a letter report.
0:32:58 - Running Reports
- Searching licenses and generating reports.
0:35:36 - Late Fees
- Removing late fees and adding specific fees.
0:36:00 - Adding Specific Fees
- Adding specific fees to licenses.
0:36:49 - Late Fees for Renewals
- Late fees for overdue renewals.
0:36:49 - Late fees
- The system's feature to remove late fees.
0:36:52 - Credit Card Payments
- Troubleshooting credit card payments.
0:36:52 - Payment and invoice management
- Making payments, payment methods, and recording details.
0:36:57 - Saving and exporting reports
- Saving and exporting reports in different formats.
0:39:39 - Renewals and late fees
- Info on renewal process and potential late fees for unpaid invoices.
0:40:35 - Entering Personal Data
- Avoiding entering personal data in the system.
0:47:07 - Fee calculations
- Adding employee-dependent fees to licenses.
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Interested in adding License Management Software to your iWorQ account?
Request a demo.
https://iworq.com/systems/license-management-software/#demo
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For the best webinar experience, view it in Google Chrome.
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If you have any questions, please contact our support team.
(888)655-1259 |
support@iworq.com