Track Your Client’s Payment History
You may be familiar with the invoicing process by now: calculate the cost of the service, perform the service, send the bill, and wait. But are you invoicing correctly? Do your clients always pay you what they owe? Have you even missed a payment and not noticed?
Make sure to do the following when you are invoicing a client:
- Be clear about your terms: Your clients won’t be shocked by prices or payment deadlines if you make these things clear ahead of time. Stick to your billing dates!
- Understand your clients: make sure to have a specific name to contact for your services. You don’t want to be scammed, denied the money you are owed, and have no one to blame for it!
- Create a billing schedule: Great news, our software can help! If you bill on the same day each month, your clients will know when to pay.
- Keep track of your invoices: Make sure you keep an electronic copy with our software in case someone refuses to pay. This way, you will have an easier time proving that you provided a due date and has yet to be paid should you need to go to court.
- Remind clients of deadlines: Make sure your clients know when the bills are due, and make sure they know if any late fees apply. A text or email reminder works great!