#INVOICING PROCESS HOW TO#
#INVOICING PROCESS SOFTWARE#
#INVOICING PROCESS TRIAL#

This is the first invoice sent on the 10th of every month. To achieve this, customers will receive two invoices: Payroll pre-funding invoice

Flexibility: Having 7 days to pay your invoice.

Predictability: Receiving your invoice on the same day every month.

Accuracy: Payroll numbers that reflect payslips.

To do this, we have refined our invoicing process to ensure:

#INVOICING PROCESS TRIAL#

Start your free trial now! This is not intended as legal advice for more information, please click here.At Remote, we are continually evaluating our processes to create the best possible experience and outcome for customers and employees.

#INVOICING PROCESS SOFTWARE#

Want to simplify the e-invoicing process? Patriot’s small business accounting software makes it easy to send customizable e-invoices to customers, accept credit card payments, and so much more.

Tracking unpaid invoices (and paid invoices) in the software.

Automatically sending out payment reminders.

If you use accounting software, you may be able to further streamline the process by: Once you generate your invoice online, you can send it to customers via email or through a secure portal, like their online account. You can create electronic invoices using:

#INVOICING PROCESS HOW TO#

How to create and send electronic invoicesĭo you think sending customers their bills electronically is the way to go for your business? If so, understand how to create and send e-invoices to customers. Again, communicate with customers before invoicing them electronically.

Customer preference: Not all of your customers will want to receive electronic invoices.

Spam filters: Depending on your customers’ email settings, your electronic invoice might land straight in their spam folder.

Security issues: Some customers may not have secure email addresses, which may lead to security issues.

Contact-free delivery: Your customers receive their bills without having to interact with any people or paper.īefore you start sending customers electronic invoices, consider the following:.

Digital paper trail: Sending customers electronic invoices provides a built-in (paperless) paper trail so you can better track records.

Customers might be more apt to pay immediately upon receiving a digital invoice, particularly if they can pay online.

Faster payments: You may be able to speed up customer payments (and thus have a healthier cash flow) through electronic invoicing.

E-invoicing can save you the necessary time to mail invoices, especially if you use automation. Time savings: That whole print, mail, repeat process? Gone.That way, you don’t have to worry about remembering to create and send the bill. Automation: Depending on how you pursue e-invoicing (e.g., accounting software), you might be able to automate the process for customers who have recurring invoices.Instead, simply generate and send the invoice electronically. Convenience: You don’t have to worry about things like ink, paper, envelopes, or stamps when you bill customers.Here are some of the advantages of electronic invoicing: So, should you switch to electronic invoicing or include it in your invoicing process? Before making that decision, consider the pros and cons of e-invoicing. Before sending digital invoices to customers, ensure they have access to the email address or the secure portal to avoid delays. You may even add an incentive to customers who sign up (e.g., $X off their next invoice). You might ask customers to opt into e-invoicing by signing up or acknowledging that they agree to e-invoicing. Like traditional paper invoices, e-invoices include key information about a customer’s purchase, including: If you’re thinking about e-invoicing customers, keep in mind that you need to include the same information you would on a paper invoice. Generally, businesses that use e-invoicing also give customers the ability to pay their bill online. The customer receives their invoice either via email or a secure portal (e.g., an online account). What is e-invoicing?Įlectronic invoicing, also called e-invoicing or digital invoicing, is the process of billing a customer online rather than via mail. If you’re cringing at the thought of having to mail off one more invoice to your customers, you might consider e-invoicing. Does your invoicing process look a little something like this? Print, fold, stick paper in envelope, seal, add stamp, add addresses, mail, and repeat.

Invoicing process