Avoid misunderstandings provide written detailed quotes that the customer needs to accept before work starts.
Document in detail what they will be receiving for the stated price.
Content...
Invoicing process can be stressful but this checklist can help you streamline the whole process.
Invoicing process can be difficult, but this checklist can help you streamline the whole process. Making the invoicing process simpler can help the money flow in sooner, as well as benefit both times. There is a way you can make your invoice process simpler.
Ready to dive in?
Start Your Free Trial Today
Start by collecting all the information you need to invoice your client. This will include the client’s name, email address, phone number, account number, invoice date, invoice total amount, invoice description, invoice notes, and any other pertinent information that may be helpful to your client.
This checklist can help you streamline the whole process of invoicing. So, here’s how you can make your invoice process a breeze.
Invoicing Process Checklist
Sending an invoice to a customer.
Detailed Quotes
Agree Payment Terms
Set out fair and reasonable terms for payment.Example: Due on receipt, 7 days, 14 days, 30 days
Beware big companies pay on their terms, not yours.
Invoice Straightaway
Invoice the moment a job has been completed.
Fresh in everyone’s mind and means its not forgotten.
Communicate
Call the customer check they received the invoice and everything is correct.
If larger company know who is responsible for payments and speak direct. Confirm no queries about the invoic
Payment Options
Having different methods of taking payment offer choices. Thes can aid getting paid promptly.
Example: card payment, bank transfer, online payment options.
Chase Date
Set a firm date that you will chase outstanding invoices.
Prioritise this to keep on top of finances. Have a debt recovery process.
Frequently asked questions
Looking for more info? Here are some things we're commonly asked
Checklist
Does the running of your business include several repetitive tasks? If there’s no guidance or procedure in place, it’s possible for some of the steps in the process to get forgotten. This is why checklists are important.
People get distracted, and when something gets forgotten, it’s much harder to recover than if they’d completed the task right in the first place.
Guidance every step of the way makes sure something is completed perfectly every time.
Read More: Why is a Checklist Important?
We all carry enormous knowledge and experience that we want to apply effectively, but we are all prone to make mistakes. There’s only so much we can store in our heads without forgetting something. How to maximise our use of knowledge?
The simple answer to this problem is to use checklists.
How many types of checklists are there? Two. What are the two types of checklists? Read-Do and Do-Confirm checklists are about how you use checklists.
Read More: Types of checklist: What are the two most powerful Checklist Types?
A checklist is a way to document each step needed to complete a task. A detailed set of instructions, a guide of how something is done.
Checklist software allows you to document every step of a process to be used over and over again.
Read More: Checklist Software