Making sales is important… but getting paid is crucial!
We can be so eager to make a sale that we sometimes forget to put that same emphasis on actually collecting payment from our customers!
The tools showcased on this page are designed to streamline how you collect payment from your customers.
Step 1: Make sure they know HOW to pay you
Your customer trying to pay you can often result in a large number of back-and-forth emails, which is frustrating for all parties and a colossal waste of time.
Once you create your payment authorization form using these tools, you’ll have a document to share with your customers so they’ll never need to question how they should pay you.
Step 2: Make sure you’re charging enough
Quoting jobs can be daunting.
There is a certain level of guesswork involved, and it can be very tricky to charge enough to be profitable while also staying competitive. The following Job Costing and Quotation tools help you build your quotes and give you the ability to look at your “actuals” compared to what you estimated.
… and if you’re a service based business…
Consider ditching the billable hour and Implement Value Pricing in your business. This removes your revenue ceiling, as well as gives your customers the cost certainty that they crave.
Instead of tracking time, you’ll focus on delivering outcomes that clients truly value, allowing you to charge more for your expertise.
Step 3: Stay on top of your invoicing
Once your customer has agreed to your quote and signed a contract, you’ll need to invoice them in agreed upon intervals. (These payment terms must be included in your contract!)
Invoices are very important documents, and are crucial for your business’ recordkeeping. These Invoice Templates guide you through customizing an invoice for your business.
Step 4: Collecting unpaid invoices
Hopefully this step is not required, but sometimes it is inevitably necessary!
Asking for money is never comfortable. These debt recovery email templates will provide you with the words to use to follow up with your client for payment. Each template is designed to encourage prompt payment while maintaining professionalism, helping you preserve your client relationships even during difficult conversations.