Snapshot™ News and Notes
Posted by Sara Flanagan
February 21, 2023
Here at Incserv, we’re always making updates to our online portal, Snapshot™, to make it easier for our clients to access and manage their entities, file annual reports, make franchise tax payments, pay invoices, and stay up to date on filing deadlines. Here are some news and notes on recent Snapshot™ updates…
State Status on Registered Agent Invoices
When a client receives their annual registered agent invoice, Snapshot™ now includes the status of their entity or entities with that jurisdiction. We check the status with the jurisdiction a few weeks prior to billing so that it is up-to-date and accurate. We also include the verified status date. This all helps clients know that their entity or entities are active and in good standing or if further action such as an annual report filing or fee payment is required to return to good standing.
Paying Consolidated Invoices
We recently introduced consolidated invoicing which allows clients to have all of their entities billed on one invoice each year instead of receiving (and having to sort through) multiple invoices. (Side note: If you’d like to get set up with consolidated invoicing, contact us and we’ll help set you up.)
Since our online invoice payment system was originally designed around paying a single invoice and a consolidated invoice is technically a bunch of regular invoices placed on one invoice, it was a little confusing to show that just a few of the invoices on a consolidated invoice had been paid. (Can I say the word “invoice” one more time?)
Bottom line, it’s now much clearer and easier for clients to pay consolidated invoices, especially those that are partially paid.
View Notes on In-Progress Orders
We recently added a Notes field to in-progress, or pending, orders. These notes can show payment details, order progress or anything a client’s customer service representative might be waiting on (payment, signed form, state response, etc.).
This helps our clients keep an eye on their order and to see progress. It’s particularly useful for big projects like a client wanting to see all of their entities are all in good standing, a law firm needing to obtain plain copies of filings for a case they’re working on, a client wanting to qualify their Delaware entity to do business in all 50 states, or a client closing companies where they are registered.
Many of these product updates were a result of clients reaching out with Snapshot™ feature requests. If you have a suggestion, question or comment related to Snapshot™, please don’t hesitate to contact us at firstname.lastname@example.org.
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