How to invoice clients and get paid – easy tips and tricks? (9) | Saldoinvoice.com

How to Invoice Clients and Get Paid — Easy Tips and Tricks

Invoices are essential documents in any business, especially for the self-employed. With their help, you can keep accounting, inventory records, monitor the orderer activity, and get paid for the tasks performed. In the end, any work boils down to making a profit. We’ve compiled a small guide so that you know how to bill a client like a pro.

How to invoice someone?

Use Professional Invoicing Software

Writing out payment documents by hand can be difficult and time-consuming. You may be missing out on important information or make a mistake when generating invoices from scratch. That’s why it’s better to write bills using the Saldoinvoice professional service. Our catalog contains forms for a variety of categories and directions, which you can customize depending on the needs of your business.

Our invoices for contractors include all the required fillable fields, so you never forget to include the information you need. Besides, using our generator, you have the opportunity to create papers on the go on any device. Sending out invoices to clients is also possible anywhere, as long as you have internet access. Just submit a document by email or using a link.

How to Work With Unpaid Invoices?

In an ideal world, you do your job professionally, and the orderers pay for it on time. Unfortunately, sometimes there are unpleasant situations when payment is delayed. So, how to get a client to pay an invoice? You should think about it in advance, preferably at the stage of negotiating a contract. Discuss with customers the late fee and terms when it would increase. These consequences of non-payment usually motivate people to pay on time.

However, some still delay payment, despite the possible effects. In this case, you should write a polite letter asking them to pay the agreed amount a few days before the deadline. Financing for a business is vital, so don’t be shy about reminding. Check if a client has any questions or needs help.

If payment still does not reach you a couple of days after the due date, write another message with a gentle reminder about late fees. The following letter should be sent after a while. In it, you can use a stricter tone and threaten to go to legal actions in case of non-payment.

When to invoice a customer?

Best Way to Invoice Clients — 5 Bits of Advice

In addition to using professional software and getting ready for the worst-case scenarios, here are five more tips on how to bill customers.

1. Be clear

Your bills should be well-structured and written in business language. Any employee of the organization that processes your documents should be able to read and understand what work has been done exactly, what amount to pay, what payment methods you offer, and whether there are discounts.

2. Submit documents on time

When using our editor, you have the opportunity to transfer the necessary papers to a recipient right on the spot. Usually, a small explanatory message is attached to a file. Check out the sending invoice to a client email sample text if you’re unsure what to include.

3. Offer multiple payment methods

The presence of several payment methods greatly simplifies the transfer of money for clients. The larger the list, the bigger the audience you can reach. Include several ways in an invoice so that each orderer can choose the most convenient option.

4. Provide help

Our templates have a “Notes” field to include an explanatory message, a short manual, and other useful information. This way, you will help clients pay faster and build strong relationships.

5. Track your documents

Modern software allows you to keep track of sent papers thanks to convenient labels such as “paid,” “unpaid,” and “overdue.” So you can plan further interaction with clients and send them letters with reminders or thank them for timely payment.

We hope these simple tips on how to invoice someone will help you in your business and build healthy customer relationships.

Elizabeth Cherepyna
Product Manager, she is analytic of the behavior of users in the application, communicates with them, to better understand what we need to improve, and sets tasks for her team.
Learn moreGo

You May Also Like

Start your free trial today

Create & download invoices for free