Step up your invoicing: 5 tips to invoice professionally and effectively

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Step up your invoicing: 5 tips to invoice professionally and effectively

Invoicing probably isn’t the most exciting part of owning a business, but let’s face it - we all like getting paid (and the faster - the better).

We’ve gathered some tips to help you step up your invoicing and master this important task in a way that both improves your clients’ experience and helps your business collect payments faster.

TIP #1: Invoice online, invoice from anywhere
Hard-copy invoicing is passé - it’s so much easier, faster and eco-friendly to invoice online. Practically all invoicing solutions allow you to send your invoices via email, but do they allow you to invoice from anywhere on the fly? Choose an invoicing solution that allows you to issue, send and track invoices directly from your mobile device, so you won’t have to delay your invoicing (and thus your payment collection) when you are out-of-office for the day.

TIP #2: Remember that invoicing is just one part of a bigger picture
There are many invoicing solutions out there, but what’s the point in managing your invoicing through software A and your other client interactions through software B?
Invoicing and payment collection is most efficient when carried out through the same interface where all client records and history are kept and all client interactions take place. Invoicing via software that allows you to manage your client relations and interactions (correspondences, follow-ups, scheduled appointments, shared files, etc) will make your billing efforts more effective.

TIP #3 Accept payments online, directly from the invoice
Accepting payments online - whether through credit card or platforms such as PayPal - makes the payment experience more convenient for your clients and thus helps you get paid faster. It is equally important to let clients pay directly from the invoice with a “pay now” button that leads to a secure online payment collection form.

TIP #4: Follow up and send automated reminders
Do you call up your clients to ask if they received the invoice you sent? You won’t need to with an invoicing solution that allows you to track whether the invoice has been viewed by the client. With vCita, you also won’t need to send follow-up or overdue payment reminders - those will be sent to your client automatically, saving you the excess hassle and minimizing time-to-payment.

TIP #5: Track your payment status and overall income
While issuing a professional-looking invoice is step one, you also need tools to manage the complete payment cycle. It’s important to track your payment status as well as overall income with a centralized dashboard that will help you see the overall picture and manage your income more effectively.

vCita is an end-to-end invoicing solution
vCita is a complete client engagement platform that allows you to invoice your clients as well as collect online payments, accept appointment and contact requests 24/7 and effectively manage your business and client interactions in one place.
vCita invoicing is free and flexible, including many useful capabilities:

- Customize the template to fit your business
- Archive unlimited invoicesInvoice directly from your mobile device
- Accept payment online with no extra charges
- Auto notifications for overdue invoices
- Track invoice and payment status
- Add terms of payment, purchase order and other details
- Issue invoices in multiple currencies
- Set different discount and tax rates per each line item and create credits
- And much more!

Click here to get started with vCita and step up your invoicing!


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