Category: SayPro Blogs

SayPro blogs were first launched in 2014 when Neftaly Malatjie the Chief Executive Officer and Founder of SayPro received the request from the staff at Nelson Mandela Children Fund.

They requested Neftaly Malatjie to start documenting the work which SayPro and its intermediaries it is writing.

He then firstly launched SayPro Blogs to ensure that we share the stories of the work that we do. SayPro Blogs also shares the work, SayPro Services, Activities and Projects which we are currently working on or intends to work on in future.

SayPro blogs has managed to achieve Neftaly Malatjie’s request to ensure that we document and share what is currently happening at SayPro.

We hope that you will find our articles and posts as informative as you want them to be.

Feel free to give us feedback and your inputs as we are also a learning institution.

  • SayPro, how to create a quotation and send out to a client

    When developing a quotation for a client:

    -First log into your SayPro profile then click on dashboard on the top left corner.

    -Look for Jetpack CRM on the lefthand side of the screen.

    -Under Jetpack CRM you have quotes, click quotes then open up the tab then you can develop the quotation.

    -Contact, enter the client’s name or email address under contact.

    -Quote title, enter the product title under quote title e.g. New Website.

    -Quote Date, select the quotation date.

    -Notes, type in notes under notes about the quotation to give more clarity to the client. -Associated Files, you can then attach a file or document to the quote (Optional).

    -Remember to save the quote and send to the client.

  • SayPro, how to send a SMS to a client using SayPro SMS

    When sending SayPro clients SMSs

    -First log into your SayPro profile then click on dashboard on the top left corner.

    -Check on the left-hand side down below there is SMS, move your mouse to it then select send SMS.

    -Click on Subscribers, from there you can select the category of who you wish to receive the SMS. It can be subscribers or numbers.

    -Subscribers, It’s the people who are subscribers on SayPro. Under them there are groups you can select to send the SMS to many clients e.g. All SayPro Clients or City Reps.

    -Numbers, when you select numbers, you must add the numbers of the recipient. When adding numbers ensure to add country codes and close all spaces between the numbers. To separate the numbers, you can either use shift-space to put the numbers below each other or use a comma.

    -Message, under message you can type your message then send it out.

  • SayPro, how to link the SayPro clients/subscribers into groups

    linking the SayPro clients/subscribers into groups

    – First log into your SayPro profile then click on the dashboard in the top left corner.

    -On the left-hand side of the screen check for the sms, under sms there are subscribers

    –Select subscribers and open on a new tab

    -Open all the users on another tab next to the subscribers

    -Under users, you can open a user profile and get the name and surname of the client

    –Go to the Subscribers tab and type the name and surname

    -Go back to the user profile and get the phone number of the client

    –Take the phone number and paste it on the subscribers tab, ensure to put the correct country code of the client

    -Go back to the user tab and add a star  before the name of the client to indicate that the client is linked to a group

    -Once you added the star and updated the profile, ensure to update the profile of the client

    -Once the profile is updated, go to the subscribers tab and select which group do you wish to allocate the client under then click add subscriber.

    -The client will receive messages together with everyone in the group.

  • SayPro, how to create an invoice and send out to a client

    When developing invoices for clients

    -First log into your SayPro profile then click on the dashboard in the top left corner.

    -Look for Jetpack CRM on the lefthand side of the screen.

    -Under Jetpack CRM you have invoices, click invoices then open up the tab and select add new then you can develop the invoice.

    Below are the steps to develop the invoice.

    –Ensure the client is registered with SayPro so you can be able to select their profile under contacts, if they are not registered you can allow them to complete the application form.

    -Under Assign invoice to, enter the client’s email address or name. The client’s profile will appear then you select it.

    -Customize, you can choose between quantity or hours depending on the service.

    -Description, enter the item title and the item description.

    –Enter the price as well as the quantity of the item, you can also add the tax if applicable.

    -There are associated files at the bottom you can add if there are any needed

    -Ensure to add the correct invoice date, due date and whether the invoice should be paid via online or bank Transfer.

    -Once done with the     invoice remember to double check save and send.

  • *SayPro Online Course in Basic Invoicing and Accounting 252435-11241Copy

    *SayPro Online Course in Basic Invoicing and Accounting 252435-11241Copy

    ‘Tis the season for all things accounting and invoicing. From the small business owner to the global corporation with a presence overseas, everyone is concerned about their books. And with good reason: accounting and invoicing are essential for running a successful business.

    SayPro has come up with a solution that will help you understand how to manage your finances more effectively. Our online course in basic accounting and invoicing will teach you everything you need to know about these important subjects so that you can run your company like a pro.

    On our course, you’ll learn how to create an accurate financial statement, invoice clients accurately, and track expenses efficiently. We also provide valuable insight on international trade regulations so that you’re fully prepared if your company decides to expand abroad in the future.

    Ordering and receiving invoices is an important part of your business strategy, but don’t have time to keep up with it?

    SayPro can help! Our online course teaches you the basics of invoicing and accounting. We cover everything you need to know, from how to set up a business account in QuickBooks Online to how to invoice customers and track collections. With our easy-to-follow instruction, you’ll be on your way to running a successful business in no time!

    Sign up today and learn how easy it is to keep track of your finances online with SayPro.

    SayPro is a course that teaches you how to do basic invoicing and accounting in a very easy way. It aims at making it easier for beginners to understand the basics of accounting, invoicing, and other bookkeeping procedures. The course is offered by the SayPro school, which has been teaching people like you for years now.

    The online course will take you through all the basic necessities of accounting and invoicing in plain English so that it’s easy to understand. You’ll be able to master these skills in no time! Plus, your registration will get you a free trial membership with our expert staff behind them so that we can help with any questions or concerns you have while learning this great skill!

    Accounting and invoicing are a must for every business. But not everyone is aware of the importance of these two topics.. SayPro has created an online course to teach you about accounting basics and invoicing.

    This course will help you understand the basic accounting concepts, such as accounts, assets, liabilities, profit & loss accounts etc. It will also equip you with skills required to successfully complete your annual or monthly VAT returns.

    You want to start your own business on its feet, but you don’t know where to begin. You’ve heard about the wonders of e-commerce, but you’re not sure if it’s for you. Or maybe you’re just looking for some extra income on the side. Whatever the reason is, SayPro can help! This course will teach you everything you need to know about basic invoicing and accounting. You’ll learn how much it costs to run a business like a pro, how taxes are deducted from your profits, and what else your accountant might want to see in order to ensure that your books are in tip-top shape.

    In no time at all, you’ll be able to calculate sales taxes and VAT on every sale with ease! And when it comes time for tax season, that extra knowledge of accounting will come in handy as well – especially if your accountant uses SayPro like we do!