I am starting an onsite computer repair business. I was wondering if it was better to send them an invoice in the mail, or fill out an invoice while I am there, and give it to them?
I created my own invoicing system, which is basically a database installed on my laptop. I punch in the items in the invoice and can print it out at will, sending it to a preformatted Word document that the client can sign.
I only prepare this document until after I have rendered services. You could always prepare an estimate if you like.
I think it's better to have the invoice prepared at the time of service because (1) you won't forget about it (2) it's more professional (3) helps you be more organized.
I think, in addition to Omega36's points, providing an invoice or at least a statement of work at the time the work is completed can eliminate or reduce debates over whether a charge is legitimate. You can discuss what you did and what you will charge the client at the time you complete the work.
I'm with sliepnir on this one. Don't leave client site until you have a signature. The signature is what validates your work, and limits the possibilities of contesting your right to being paid.
As for what duration of credit you give, that is a market decision. I would simply suggest that you not make any pre-imprinted boxes with delays printed next to them, because if a client sees that you admit 90-day delays, they will want 90 days to pay you. If you do allow delay in payment, do it on a case-per-case basis, in your writing. And on both copies.
Invoice them now. I have a couple of customers who will write me a check right then and there. Thats not a requirement of doing business with me, but it sure is nice
Software Sales, Training, Implementation and Support for Exact Macola, eSynergy, and Crystal Reports
askdon@srhconsulting.com
We got called in to a company to help with some advice. Then that person left, and the replacement said the work hadn't been authorised. Never got paid for it.
Get a Purchase Order number or a signature on a piece of paper before you start, if you can.
I had one experience similar to Bruce's. If was it only my time, I can easily write that off, however I had hired a subcontractor and wanting to keep a good relationship with that subcontractor, I had to pay him. So in my case it was $$$ out of my pocket, not just my time.
Software Sales, Training, Implementation and Support for Exact Macola, eSynergy, and Crystal Reports
askdon@srhconsulting.com
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