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Sales Estimate Template

By Sandra HolzOn Aug 13, 2018 Invoice Templates

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Today people demand customization. Whether it’s Netflix recommendations or the emails that flood your inbox. Invoicing is the same. With custom invoices you can create an invoice that matches your brand and industry by being able to insert your logo, change the style, color, and appearance of the header, activity tables, and footer messages. These will help your invoice stand out from all of those other generic invoices and guarantee that your invoice will get results. Another perk of custom invoices is that they can be used as a marketing tool. You can use a customized footer and you can include a personalized message like thanking the client for the opportunity to work with for the last seven years, congratulating them on an industry award, or suggesting additional products or services that you know that they’re in need of.

Some business owners spend up to 10% of their work time on invoices. If you feel like you’re spending too much time on invoicing clients and chasing them for payment, it could be time to start looking into cloud accounting software like Xero and QuickBooks, especially if you’re using other cloud software like Shopify (and TradeGecko!). In addition to enabling you to prepare and send invoices quickly, cloud accounting software helps you to manage overdue invoices by automating reminders. Also, instead of needing to return to your office to send an invoice, you’ll be able to send invoices anywhere.

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Firstly, if you’re addressing your invoice to your contact on the customer side but you’re constantly experiencing late payments, you might want to check with them about who’s in charge of paying you within your customer’s company. There’s a likelihood that your contact diligently forwards your invoice to the finance team, but it could be lying lost and forgotten in the latter’s inbox. Secondly, if you’re sending your invoice to more than one person, you’re also running the risk of everyone leaving it on the backburner, as everyone assumes that someone else will be taking care of it.

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