Digital Invoicing Best Practice
At 0:00 in
Pops shares a Helpful Tip when Invoicing Customers, and how to make transactions smooth as possible
What happens here
The contractor explains a tip for residential contractors (plumbing, HVAC, electrician, etc.) who deal with residential customers. The tip is to send the invoice directly to the customer's phone via an app while the contractor is still cleaning up after the job. This allows the customer to review the invoice and make a payment through the app, without the need for a physical clipboard or awkward waiting. This approach helps workers focus on their technical tasks and ensures payment is handled efficiently without needing to handle physical paperwork or wait for checks.
Goal: Efficiently collect payment from customers.
Tools and materials
- Digital Invoicing App — To generate and send invoices and process payments
- Smartphone or Tablet — To send digital invoices and receive payments
What they say
(1,460 characters)Hide
What they say
(1,460 characters)Auto-generated from the video audio.