When to Invoice Clients
Choosing the right time to send your client’s invoice will speak to your professionalism. So it’s important to balance between sending the invoice within a time frame that is convenient for you and your client.
There are a few options to choose from when making this decision; you could send the invoice before the work is complete, after the work is complete or while the work is in progress. Choosing the right option will depend on the circumstances of the job you are required to do.
Here are a few example scenarios that will help you decide.
If you have a contract with your client to work on scheduled maintenance such as:
- Checking security software
- Testing backup systems
- Installing software updates
- Administering general technical support
You can request a recurring invoice on a monthly basis or for however long the terms of the contract last.
Small one-off projects
In this case it is customary to send the invoice once the project has been completed. Normally within a 24-48 hour time period after the work is done, however, if your client needs more time, be open to discussing other options.
Large one-off projects
If you have a larger project that will require more time to complete, but do not have a recurring contract with the client, you may ask for a portion of money up front before you begin. The rest of the money can be requested at the project completion date or you may wish to send invoices throughout the duration of the project.
The progress invoicing method entails you and your client to set up specific markers of completion. So when task “A” gets completed, they will give you a portion of the total amount owed, and then when task “B” gets completed, they will pay you again, and so on till the entire project is complete.
QuickBooks invoicing software has an automated invoicing feature that will automatically send your clients professional invoices, so you can focus on your main job. All you need to do is set the schedule. And as soon as your payment is made, QuickBooks will automatically update your books to ensure all accounts add up correctly. Download the sample invoice and try invoicing software today.