Make Signing Invoice a Straightforward Thing for Clients

There is a brilliant episode on Friends when Phoebe and Monica are trying to cater to the funeral. It feels awkward and inappropriate in Monica’s situation and a pretty natural thing to do for Phoebe. If you are on the Mon’s team, it is highly advised to move on to the Pheobe’s one. It is indeed natural for the business to ask for payment when the service is delivered right as negotiated. Finalizing the deal must be straightforward and never postponed.

Creating an invoice is strongly recommended to include the most detailed expectations of the sender, so then when the reminder part comes, one has enough reasons to request an obligation to be fulfilled precisely as an invoice says. Let’s see how the invoice must be dealt with so that the entrepreneur is financially satisfied and does not feel offended (sometimes paying for the service feels like a personal offense).

The invoice must look presentable.

First, all the documents you send to your client must be thoroughly organized most professionally. The design of the invoice must be aligned with your brand representation. Meaning it has to correspond with the design ensemble that has been done for the company or a brand solely.

Your invoice should contain a logo or any other indicator that will associate this payment with the company. It must be sent signed back to quickly. To make a decently-looking invoice does not pose any problem due to all the design software that can equip you with easy and comprehensive tools and features to implement.

Whatever your needs depend on the vision of how the payment doc should look like, the design app will be sure to satisfy. Whether you prefer to have a strictly geometrical organization, you can create eligible templates using invoice maker for professional and eye-catching invoicing. Or, maybe, you feel like adding a bit more life to your document and making it more visually loaded than the bunch of free vector images, professional stock photos, royalty-free images, etc. If you have your images, pictures, and any other graphic constituents, you may edit them and align them with the design features your brand is identified with.

Relevant, up-to-date content

The information you include in your invoice must be thoroughly checked through, reviewed, and upgraded. Dates, names, addresses, money numbers, and other sensitive data must be strictly correct. By doing so, you show a respectful attitude and a trustworthy, god-to-deal -with the image for your brand.

Also, mentioning all the services provided must be done with extraordinary mathematical precision. You should not charge people for what hasn’t been done, forgetting to delete it due to some contract change. You shouldn’t deprive yourself of expected profit just because you have failed to mention that on little but still monetized pieces of work.

Indeed, check before you send. It harms when the invoice is sent to the wrong recipient. The next time you try to target them, they will take time checking because of you “being sometimes confused with financial matters.” As you can see, such experience does not contribute to speeding up signing and money transferring.

Add some encouragement

You know your budget and are wise with its smart allocation. Therefore, it is probably possible to find some loop and offer a pleasant discount to the payers to pay within a term that is considered to be next to the “pay immediately” term. Do not take it as throwing money for no reason. See it as an investment into your good name and show how confident your business position is, without fighting for every single dime like the main character from a Christmas Carol story.

Show flexibility with payment types

If you allow various options for how the clients may transfer money to you, it enhances the chances of faster processing. Sometimes, limiting to one paying system, even if it works perfectly for the business, may put your customers’ paying potential through quite an unpleasant experience. They will be procrastinating for as long as possible, postponing the ordeal with sending money. Such payment flexibility defines that you appreciate people you work with, respect their time, and are ready to demonstrate understanding. It will speed up the procedure with invoice signing and it will also add up to your image as a reputable business to cooperate with.


An invoice is a marketing tool since not only it is utilized as a means of fulfilling financial liabilities between parties. A wisely created invoice is a part of your marketing campaign since it can advertise your brand and get it to be enrooted into customers’ vision for further business needs. Your goal is to use it at its full potential and make it simply irresistible to pay and to pay fast.

Ajay Deep

Ajay Deep is the brain behind Coworking Mag. He founded this website to help startups and aspiring entrepreneurs find a coworking space in their city. He is a successful entrepreneur who started and scaled a bunch of startups – all from shared office spaces. He has visited hundreds of coworking spaces in different countries and is now an investor in this evergrowing idea of developing new coworking spaces. You may reach Ajay Deep at [email protected]
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