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Message
Sending client invoices via email PDF.
Posted on 9/7/15 at 11:11 am
Posted on 9/7/15 at 11:11 am
I like to send invoices by email with a PDF attachment. It's convenient, efficient and cheap - at least for me. This, of course, requires the client to use their own resources (printer, ink, paper and most importantly time) in order to create a tangible version of the invoice for their files.
My question: Is the average client put off by this type of invoice delivery, or are they now conditioned to paperless transmission of invoices? T.I.A.
My question: Is the average client put off by this type of invoice delivery, or are they now conditioned to paperless transmission of invoices? T.I.A.
5
Posted on 9/7/15 at 11:43 am to tigerpawl
Are your clients businesses or individuals?
Posted on 9/7/15 at 11:54 am to tigerpawl
I can show you a method that allows them to pay thru an emailed invoice. the transaction is 100% protected thru the secure server its being run on.
You send the link, the click it and pay
You send the link, the click it and pay
Posted on 9/7/15 at 12:04 pm to GeeOH
quote:Businesses
Are your clients businesses or individuals?
quote:I do have a few clients who prefer me to send a PayPal Invoice/Money Request. That works very well for the ones that want to pay by Credit Card. It's the others who pay through traditional methods that I'm concerned about.
I can show you a method that allows them to pay thru an emailed invoice. the transaction is 100% protected thru the secure server its being run on.
You send the link, the click it and pay
Posted on 9/7/15 at 2:35 pm to tigerpawl
We use bill.com that allows us to create, track, remind, and pay through the platform. Automated emails that have a PDF invoice attached helps for those that need to forward onto a controller or A/P officer to get the checks filed. It also syncs with quickbooks which makes the monthly financials pretty easy to reconcile.
Also makes the expense side of the business easier to track as well as I make payments through bill.com
Also makes the expense side of the business easier to track as well as I make payments through bill.com
This post was edited on 9/7/15 at 2:36 pm
Posted on 9/7/15 at 5:52 pm to tigerpawl
quote:
Is the average client
The correct question is whether *your* average client will be put off by it.
I much prefer pdf's. But some people literally print their emails so they can read/file them in a massive filing cabinet.
I do consulting work for a large federal agency that is moving to all-electronic invoicing. All the new contracts specify electronic invoicing, only the old ones still use paper. And when they do get a paper invoice the first thing they do is scan it to pdf and trash the paper.
Posted on 9/7/15 at 6:08 pm to tigerpawl
PayPal is expensive on the merchant. The other methods you speak of are exactly what I'm talking about. There are robust gateways that accomplish things like this.
What is your accounting softwaare?
What is your accounting softwaare?
Posted on 9/7/15 at 8:08 pm to tigerpawl
Bill.com tied in with QuickBooks is becoming pretty popular with younger business owners.
I am sure some of your clients are annoyed by your practices, most don't care one way or the other, and some of them love it.
It's the wave of the future, this paperless thing. But I have some clients that still refuse to e-file their tax returns, because they don't trust "the computer". But in 10 years they will be dead or no longer able to manage their affairs, sadly.
I am sure some of your clients are annoyed by your practices, most don't care one way or the other, and some of them love it.
It's the wave of the future, this paperless thing. But I have some clients that still refuse to e-file their tax returns, because they don't trust "the computer". But in 10 years they will be dead or no longer able to manage their affairs, sadly.
Posted on 9/7/15 at 9:20 pm to GeeOH
quote:What's a cheaper alternative that is also as efficient as PayPal?
PayPal is expensive on the merchant.
Posted on 9/8/15 at 9:41 am to tigerpawl
Depends on your monthly average. PayPal isn't a true merchant account. True merchant accounts give you better rates. Co venience is what PayPal uses to lure prospects in. And in many cases, it is a solid choice. Especially low processing accounts. (credit cards)
Check services and direct ach services don't work off of an "interchange" network.
Check services and direct ach services don't work off of an "interchange" network.
Posted on 9/8/15 at 9:50 am to tigerpawl
I use Freshbooks for billing. My clients love it.
Posted on 9/8/15 at 11:47 am to tigerpawl
quote:
What's a cheaper alternative that is also as efficient as PayPal?
I'd start with looking into merchant services either with QuickBooks or with Sams Club.
Posted on 9/8/15 at 12:38 pm to LSUFanHouston
My company prefers it. You get invoices instantly as they are sent out. If your clients biggest woe is printing a one page invoice, their AP dept needs to be realigned
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