Creating payment collection templates via Google Sheets is one of the easiest ways for notifying payment to your business. In this guide, I will take you through the steps necessary for creating and utilizing Google Sheet for payments so that you can efficiently send notifications via email or WhatsApp.

Step 1: Accessing Gmail Account

To start, you will need a Gmail account. In case you have one, simply log in:

1. Go to gmail.com and fill in the log in credentials to access your email.
2. On the other hand, you can easily create a new Gmail account directly from the homepage if you don’t have one.

Step 2: Retrieving Payment Collection Sheet

Now that you are logged in, it is time to retrieve the payment collection sheet.

1. Open a new tab, type itbx.in/dvbpcs on your url bar to access the payment collection system form.
2. Opt in your details name, email, company name and phone number on the google form that appears.
3. Upon submission, an email containing the link to the payment collection sheet will be sent to you.
4. Open the email you received and click on the link to the Payment Collection System provided in the email.
5. Click on “Make a Copy” when the sheet opens so that you can save a copy for yourself.

This sheet is already prepared for you to start using on payment notifications.

Step 3: Alter the Name of Your Payment Collection Sheet.

To keep everything streamlined, it is advisable to rename your sheet to:
1. Click on the sheet’s title located at the upper left corner of the screen.
2. Give it a new name that serves your business needs.

Step 4: Locate and Reopen Your Payment Collection Sheet.

Whenever you want to retrieve your sheet, these simple steps will work:

1.Click on the Nine Dots icon at the top right corner of your Gmail window (Google Apps).

2.Click on Drive to open your Google Drive from the options provided..You can also go straight to Google Drive by entering drive. google. com in your web browser.

3..Type the name of your payment collection sheet in the search bar to find the document, or look under Quick Access, if it is available there.

Now your sheet is always available at your fingertips to handle payments or send notifications at your convenience.

Important Aspects

 Create a Spreadsheet: Implementing a Google Sheets for business payments will help centralize payment tracking and enable effective followup with people who have pending payments.

Gmail Paid or Free: Payment collection system can be set up using both paid and free Google accounts.

Easy Access: The collection sheet is saved to Google Drive and can be accessed anytime either by searching for it or looking in ‘quick access.’

Following these steps will improve your payment collection process including timely reminders to your clients. The Google Sheet you created will serve as an organized but easy to manage payment tracker which can also be easily integrated with email and WhatsApp for alerts.

Categories: Automated Payment Collection System