When you complete work for a customer, you should send an invoice. Sending invoices immediately after completing a job is the best way for service businesses to maintain consistent cash flow, cover business expenses, and grow. Let us look into more scenarios below.
Learning when to invoice customers
Let us go over the best times to send invoices in various situations and when you should change your invoicing strategy.
Invoice customers on the spot
Most one-time jobs can be invoiced at the job site immediately after completion. Invoicing on the spot can help you get paid faster and keep your company profitable.
Because their clients are frequently on-site during the job, many plumbing, HVAC, and handyman businesses bill clients on the spot.
Send the invoice within 48 hours of completing the job
Sending your invoice 48 hours after the job gives you time to ask the client if they require additional work or rework before asking them to pay.
You can avoid disputes, avoid late payments, and inspire trust in your business by confirming client satisfaction before sending an invoice.
For jobs requiring more prolonged and complex invoices, such as large-scale landscaping, lawn fertilization, and window cleaning, invoicing within 48 hours is a good option. If you don't have time before the job ends, you can use this time to write an accurate, professional invoice.
Send a monthly invoice
Monthly invoices are ideal for clients who make multiple visits per month. Sending monthly invoices reduces monthly paperwork and can help you get paid more consistently.
Many home service providers, including lawn care, house cleaning, tree care, and pool service businesses, send monthly invoices for recurring jobs.
Sending an invoice before work is done
If you need payment before the job begins, you can invoice before it begins. When the following conditions apply, you should send an invoice before the job begins. Let us look at these specific conditions.
● You need a deposit
● You have pre-planned project milestones
● The client is often late on payments
Can you send an invoice after payment?
We don't recommend sending an invoice after payment. Most clients will not pay you unless you have invoiced them. Send each invoice soon after completing the job, so your customer knows how much to pay you.
You should send a receipt, a proof of payment after a client pays. A receipt informs your client of the amount they paid for the job. A receipt differs from an invoice because it is the only document you must send after your client has paid.
It is best to send an invoice after the job has been completed. When you need a deposit from a client, invoice before the job so you can get paid immediately, and create professional, detailed invoices with payment terms regardless of when you send them, generate such invoices online quickly with Invoice Builder. Remember to follow up on your invoices with overdue payment letters.