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Tips for Billing Clients Not in the Office

After rendering services or products, it’s essential that you ask for payment from a customer. This is a vital task since it allows you to keep track of your billing and accounts receivable, making the invoicing process convenient for both you and your clients. Having an effective billing system will enhance efficiency and cash will steadily flow into your bank account. Here are some of the tips for billing clients when not in the office.

Set your terms

When it comes to client invoices, set the payment terms that will suit you. For instance, outlining a seven-day payment term can be easily implemented and is perfectly reasonable. Be very specific with your clients about the payment terms when offering them a project pitch or sending them an invoice. You should state your expectations around late fees, payments, due dates and the consequences for deadlines.

Have an invoicing system

Move away from manual invoicing or spreadsheets by choosing a cloud-based invoicing system. Changing to an electronic invoicing system offers you a chance to send and create bills electronically. Most electronic invoicing systems will let you manage, review and create invoices on your mobile device. This means that you can manage and send your invoices when you are not in the office. You may find that features like expense management, time tracking, and project management offer convenience when sending reminders to clients.

Embrace Automation

Simple automation features enhance efficiency with payments and save you time. As part of the invoicing system, these features will help you automate overdue invoice reminders and set up recurring billing schedules when you are not in the office. It would be best to process your invoices online so that your client can pay you anytime using the best payment method that works for them. It’s also a good idea to create invoices based on your tracked billable time and proposals.

Input standard billing items and customer information

Once you have an invoicing system, it’s essential to stay organized so you can invoice clients effectively. The first step to invoicing your clients is to insert accurate customer information in the invoice. This information includes their email address, name, mailing address, preferred payment method and the billing address. Having this information ready will help you set up recurring payments and issue invoices in a matter of minutes when you are not in the office. This is ideal if you have been hired for a long-term project or have a subscription-based business.

Design your invoice professionally

Professionally designed invoices will save you and your customers from annoyance and confusion. A well-designed invoice demonstrates high professionalism which goes a long way to influence a client with paying their bills on time. Designing an invoice may seem complicated; however, it’s a simple process that reflects your brand. A well-designed invoice should contain brand colour, your logo, contact information, an itemized list of products or services, clearly defined payment terms, the due date, and the invoice number. A professional, well-designed invoice will build credibility and trust with your clients. 

Link to the site: https://www.pinpointpayments.com/about-us/who-we-serve/

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