What system or forms do you use to generate invoice and keep trac of payments. I love Snapdocs but not everyone is on it.
Well, you can add non-SD assignments to SD, but I would discourage handing a platform your direct business contacts or you may soon find yourself seeing lowball offers from what was once a very good client. When companies transition to SD, for sure, they don’t start offering better fees
I use an Excel spreadsheet & simple Word doc invoice of my own design. I have heard good things about Notary Assist, but have no firsthand experience.
I also use an Excel worksheet to keep track of signings and an invoice that I designed in Word. I’ve been doing it this way since 2007 and it works great for me!
Invoice 100 is a good template. You can design your own invoices.
Notary Gadget is a great accounting software.
Notary Gadget is the best software
On Notary Gadget I wonder if there a problem with privacy since you are entering borrower information.