Here Are A Few Things To Avoid When Invoicing
- Not clearly tying your invoice to your quote This one is pretty simple. Whats great is that the same amazing team that helps you create that handy new invoice that’s going to represent your company for years to come can also help you create a great quote document that ties right in to your invoice format. This will ensure that there is no chance that your customer ends up confused about your process from estimate to invoice. This system is easy to automate, which is recommended because it means less chance for human error.
- Not making terms and conditions of payment clear This is a big one, and it’s one that you want to set clear terms for. You want to state them clearly and up front on your quote and invoice. You may find that you need a little flexibility from project type to project type, for example commercial terms may be a bit different that residential.
- Lack of professionalism in invoicing This can almost be summed up by NOT doing the things we’ve covered thus far. Your invoice should display your brand/image in a positive and professional way. Your invoice can leave either a good or bad impression with your customers and peers. When it’s well prepared, clean and clearly formatted, not scribbled out and ragged, and looks like you care it really does make a difference. This is another reason going digital helps. In addition to looking clean and professional it’s fast and efficient.
- Not following up Another big one for two reasons. First, say your client pays; You can do one of two things, take the money and call it done OR call them and thank them for their business. Which of the two would make YOU consider being a repeat or referring customer? When you take care of your customers they take care of you without even thinking of it that way! These days good service goes a LONG way and if all takes is your receptionist making a call or shooting an email to say “hey, we really enjoyed taking care of you on this job and we appreciate your business” it’s worth the few minutes! You’ll be their first call on their next job or the number they give to their brother, sister or friend when the need arises. Second lets say your client doesn’t pay; now, we all hope it won’t happen but lets be honest it eventually will. When you have a clear cut protocol in place to follow up it can make all the difference in the world and without one you could lose out on money. A simple email reminding them their bill is past due and then maybe a series of reminders spaced out over some days or weeks gives you a “paper” trail so that in the occasion arises that you need to escalate it to collections you have all of the documentation needed to do it the right way.