The personalised invoice Why it Matters and How to Create it

by QuickBooks UK

3 min read

There’s an art to creating the perfect invoice. Choose the right invoice system and it will help strengthen your brand, improve your relationship with clients and (best of all) make sure you get paid faster.

Invoices are an important form of communication between you and a client, so it makes sense to create something memorable and personal. Leave them with a good ‘last contact,’ and the chances are they’ll come back for more.

Reinforce Your Brand

A well-designed invoice sends out a professional message. Choose an invoice system that includes a personal touch and you’ll stand out from the crowd and be at the forefront of your client’s mind the next time they’re looking for someone with your skill set.

Showcase your skills

A personalised invoice is the perfect platform for showing people what you’re made of. Add testimonials from other happy customers. Include an image of your latest building project of floral display. If you’re a freelance writer be 100% sure your invoice is typo-free and if you’re a designer take this opportunity to flaunt your flair for presentation.

Reflect your tone

Every brand has a voice. Be yourself. If you’re more of a suit-and-tie operation, don’t present yourself as a startup run by tattooed hipsters, and vice versa. Be as formal or as informal as you like, but always be professional and stay true to your brand.

Don’t underestimate good design

Choosing the right colours, fonts and imagery is an essential part of good branding. Ask a design professional for advice on how to make a personalised invoice that’s eye-catching and visually appealing.

Itemise and organise

Itemising your invoices shows clients that you’re on top of your admin. It also shows them exactly what they’re paying for. Being friendly and direct about money is key in professional relationships, so be clear about the amount they owe and their payment options. An effective invoicing system can make this easier than ever.

 

Mention the Client by Name

One of the simplest ways to personalise an invoice is to include the client and invoice processor’s names as well as their company details. In the classic book “How to Win Friends and Influence People,” business coach Dale Carnegie described how using someone’s name in conversation makes them far more likely to pay attention and be receptive to your message. Using the client’s name also shows that you have established relationships at the company.

Add Valuable Messaging to a Comments Section

This is another good place to address the client by name, when you thank them for their business. Be relevant and concise, mentioning why you enjoyed working on the project or what you’ve learned from it.

You could also use the comments section to:

Add a call to action to win more business. If you’d like to work on similar projects for the client in the future, say this directly.

Include a link. If the project related to a blog post you have written or read include it here. This shows you are engaged with the industry and that your knowledge is current and relevant.

Send a referral. Finding quality freelancers can be challenging, so if you are a writer and you know a graphic designer who would be a good fit for the company, put them in contact. It’s a win-win-win situation.

 

Personalise Your Invoices Easily with Intuit QuickBooks

Start boosting your brand and improving your client relationships with a personalised online invoice system. Online accounting software QuickBooks Self-Employed gets you started with easy step-by-step instructions.

 

  • Experiment to find your ideal format. Add the design and messaging you want.

 

  • Include your own payment terms including incentives for early payment.

 

  • Use the software on your mobile device to send an invoice online, any time, from anywhere.

 

  • Consider client feedback to improve future invoices.

 

  • Update tips from your comments section so their relevant to each different industry you work in and consisder re-referrals – a collegeaue who has worked well on one project may be perfect for another.

 

When you use a software tool that allows for quick updates, instant personalisation can keep you connected with clients and deliver the best impression of your brand.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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