Tracking System for Jobs and Payment

Hi!

I have been shopping since October of this year. I love the freedom and flexibility of this profession, and am working on Gold certification. I try to do five shops per day, six days a week. I am signed up with roughly 30 companies, and plan on adding more. My question is this:

How do you track the jobs you take and the payment you receive? Excel spreadsheet? Some companies pay through direct deposit or checks, which are simple to track. However, the firms that pay through PayPal don't reference a job or visit number. I have done many shops for a company and have no idea which ones I have been paid for. I sure hope the answer isn't going back to each company site each month to see which jobs I have been paid on, but I am betting there isn't any other way.

Help?

Happy New Year!

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I use an excel spreadsheet that is tabbed out by month. I have the date, MS company, client name, fee, reimbursement, miles, and then a column titled "paid" that I put a Y in when I get paid. That also serves as a record for my taxes. Each tab totals the month, then I have a year-ending tab. If you go over to the new shopper section, there is a spreadsheet there that someone has made up that you can download for use.

Kim
I use an Excel spreadsheet. It only took an hour to make for all the months, business expenses, and financial year data (for revenue, reimbursements, and expenses). If you don't want to make one, go to the topic "New Mystery Shoppers" and you can download a free one that Flash made.

I have PayPal setup so that it notifies me when a payment has been made. A majority of each MSC's portal has a listing of shops you completed that make up a specific payment.

On my spreadsheet, I keep the job number and fill in whether or not that shop has been paid. Then I know what companies still owe me what. If I don't feel like going to the MSC's website because of time constraints, I can quickly match up what the company owes me to what they paid. If it's a match, then I just mark it as paid. A discrepancy of course means I have to double check the website.

It's time consuming either way, but it has to be done because you have to keep accurate records for tax purposes. Because you have around 300 shops to log for the fiscal year, now is the time to organize everything before it becomes too overwhelming.
"It's time consuming either way...."

The good news, once you have a tracking system that works well for you, the daily upkeep can be fast.

Equal rights for others does not mean fewer rights for you. It's not pie.
"I prefer someone who burns the flag and then wraps themselves up in the Constitution over someone who burns the Constitution and then wraps themselves up in the flag." -Molly Ivins
Never try to teach a pig to sing. It's a waste of your time and it really annoys the pig.
LisaSTL Wrote:
-------------------------------------------------------
> "It's time consuming either way...."
>
> The good news, once you have a tracking system
> that works well for you, the daily upkeep can be
> fast.


Have to say it!

ROLFLMAO!

Because what you said is the honest truth.

Live your life in such a way that when your feet hit the floor in the morning; the devil shudders...And yells OH #%*+! SHE'S AWAKE!
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