Avoid billing mistakes by keeping these common errors in mind:
Generating Inaccurate Invoices
There’s nothing worse than sending out an inaccurate invoice to a client and then having to retract that invoice. It’s important to get it right the first time so your customers can trust and believe in you. Automated systems, such as ConnectWise, can help you achieve this. Having an automated system eliminates human error.
Inciting Billing Shock
If a customer is accustomed to receiving a bill for a consistent amount, make sure you warn them if they will be seeing a higher bill. Make sure you get approval before performing out-of-scope work. It’s much easier to explain to a client that they will receive a higher bill than to explain why they received a higher bill.
Lacking Well-Defined Billing Standards
It’s important to bill clients at the same rates and at the same time. This eliminates the possibility of things slipping through the cracks. Create a specific billings schedule and cycle so that your clients know when and what to expect.
Brandi-Ann Moore, PEI