A few weeks back we got you down and dirty with everything invoicing, including all the dos and don’ts, and everything in between. Basically it was everything you needed to know when it comes to creating and sending an invoice. Now we step it up a notch. Now we’re going to take you through, well, all the other bits.
Get yourself some invoicing software
Yes, you can set up a manual template, but why do the hard work when there are so many software solutions out there that do it all for you. Heaps are free or low-cost and save you both time and money. Tick on both fronts.
There’s a little ol’ company in New Zealand called Xero that you could look into. They take the hassles out of it all; streamlining your look and feel, your payments, customer interactions and it all integrates with your accounts making it easy at the end of the financial year.
Most invoicing software offer free trials so get amongst it. Play around and find one that suits you. Check out their apps too – we find it super handy to be able to create invoices and track time on the go.
Stay on top of it all.
Admin, admin, admin, blah. Some of us just aren’t built for admin. We are designers, writers, developers, creatives, and for many of us, doing paperwork just isn’t our thing. Well you need to make it your thing.
Staying on top of your admin can save you a lot of headaches in the long run. We recommend doing bits and pieces as you go – that way you always know where you are up to and where you stand, you don’t feel daunted by it, and most importantly you get your invoices out (and paid) in a timely manner.
If you know you get caught up doing your actual work or procrastinating (YouTubed any cat videos lately?), then set aside some time in your day or week and stick to it. Maybe even keep a continual list of all the tasks you have to complete (we love software like Trello for this).
Agree on invoice frequency
In the last blog we touched on talking over payment terms with your clients, basically agreeing with them when they will pay your invoices. Another thing to have a chat about is seeing how often your clients want to receive your invoices. Some won’t care and will literally take them as they come, but especially when you are doing regular work for a company they may prefer to receive invoices weekly, fortnightly, monthly, or per set project/task. It’s a simple convo and again leaves you both on the same page. Easy peasy.