4 Tips for Easy Client Billing

Getting paid for the work you do should be the easy part, right? Unfortunately, this is rarely the case.

Many service professionals running consultancies, accounting firms, and digital agencies are wasting far too much time at the end of the month - trying to manage their billing and get payments in order on traditional business tools that don’t talk to each other.

But if you didn’t have to pour time into this anymore, what would that mean for you and your company?

Eliminate the headache of monthly manual tasks with a smart automation platform that will simplify your invoicing process and get you paid in record time. In fact, you could cut your invoicing cycle by as much as 70% by simply implementing a smarter platform to run your business (and all the admin work that goes with it) for you. Here’s how:

Invoice Templates

Create fully customizable invoices that can be used every time you need to invoice for client work. Not only will this ensure that every invoice looks the same in terms of logos and branding, but it will save you the time of replicating the same template over and over again - time that should be spent on more important things like growing your business. How? Keep on reading...

Automatic Invoicing

Easily create recurring invoices from scratch or from an existing invoice, and send them automatically to your clients, freeing up the time you would be spending on sending the same invoice every month. A simple solution like this could cut your invoicing cycle down from 60 days to just 18 with the help of smart automation - and this is going to get you paid even faster.

Online Payments

Now, you can get paid within minutes with a smart automation platform that integrates with the likes of Stripe, Authorize.net, and Paypal. That way, your clients won’t need to download a standalone tool just to make a payment - all they’ll need to do is enter their credit card details into the same dashboard they’ve been working out of and you’ll have the payment within a matter of seconds - imagine that!

Synced Accounts

The right smart platform can also sync your invoices and payments across from an accounting tool like Xero and Saasu. This gives managers the information they need in real time and gives your accounting team a live view of what has (and has not) been invoiced - without having to access a separate system.

Oh, and you can also set-up automated reminders and notifications from your smart platform so that every invoice is always paid on time - how great is that!

Streamlining your processes to eliminate (i.e. automate) all your busy admin work like invoicing and billing is a surefire way to running a more successful business. If you’re curious to learn more about how smart automation technology can reduce your invoicing cycle and get you back to doing the work you love, click here.