This allows you to focus on more critical tasks without ignoring your bottom line (equally critical). Instead, you can set up payment reminders to automatically send every few days. With a platform, you don't have to manually check for paid and unpaid invoices or hunt down clients. You'll quickly learn that having the best software tools to reduce time spent on mundane tasks is essential. Your time is your biggest asset as a business owner, and without an abundance of it, you can't remain productive. Automate Payment Remindersĭealing with late-paying clients is another time-waster. This allows you to keep track of which clients to reach out to if they're tardy.Īnd that brings us to our next point. All of your invoices are visible in your platform, and you can see which are pending or paid. Of course, if you're using a platform for your invoicing, then you won't have this problem. You have to mark them as paid manually, and if you forget, then you have to chase your payments down the rabbit hole to confirm the invoice was settled. There's no indication of whether the client paid for the invoice or not. A document with the details of a project. When you create a Word invoice - that's all you get. You can look by client name, invoice number, and date. This will organize all of your invoices, making it simple to search and find them. This is one of the reasons savvy business owners are switching to an invoicing platform. If you didn't set up individual client folders you could easily search for, then you're going to have to sift through a long list of invoices from the past year. However, finding the invoice becomes a hassle because you decided to use Word for invoicing. It's a similar project and will help you give a quote that's within their budget. So to help determine the rate in your proposal, you look for their past invoice to see what you charged before. You're contacted to work on a project for a client you helped last year. What's even better is that you can access these invoices from a mobile or desktop device with an internet connection. Like signing up for an invoicing platform where you can keep all of your invoices. The best way to resolve this problem is to eliminate it in the first place. There's no time to sort through all of your invoices to ensure they're where they're supposed to be. Problem is, you have a business to run and projects to complete. With Word, you have to be an organizational genius to keep track of hundreds of invoices each year (or thousands if you're a high-volume worker). If only you invested in an invoicing platform like invoicely to manage all of your invoices. Well, now your invoice is in limbo and so is your payment. Or maybe a client lost theirs, and they need you to resend the invoice so they can pay promptly. Maybe it's tax season, and you have to find all of your invoices to calculate your business income accurately. Then let's get started! Quick Access to All of Your InvoicesĮver had to look high and low (in your online folder hierarchies) to find a misplaced client invoice? There are several reasons why businesspeople should use a platform over Word invoices. If you're still using word processing tools like Microsoft Word to create invoices, then you're hindering your professionalism. Freelancer, entrepreneur, contractor, business owner - whatever you want to call yourself, at the end of the day you're a professional.Īnd as a professional, you need a quality tool you can use to create professional invoices.
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