BLOG. SMART PRACTICAL BUSINESS ADVICE

Writing Emails That Get You Paid on Time

Every business owner wants to be paid on time. Here's how WORKetc can help you make sure the invoices you're sending out are paid promptly.

WORKetc Invoice Email Tips

There are two things every small business owner wants:

  1. Provide great products and services to their customers.
  2. Get paid on time.

You can do both with WORKetc. We’ve even covered how to design an invoice that helps you do the latter, and today we’re going over a few of those tips again. Not in the context of an invoice, though, but in terms of the email that accompanies it.

Be Concise

You don’t just send out invoices by themselves. You send an email along with it. That email should hold equal importance as the invoice itself; after all, it’s the first thing your client will read. You have to make sure it has all the most important details.

Concise doesn’t just mean short; it also means clear and to the point. You should always specify in your email exactly how much your client needs to pay and when they have to pay it.

Just like for your invoice itself, always try to use simple language in your invoice email. The terms “net 30” or “net 15” might immediately make total sense to you, but chances are they’ll fly over the heads of your less business-savvy clients. “Due upon receipt”, meanwhile, carries too much wiggle room.

Use exact terms instead, like “Payment due 10 days after receipt” or, even better, “Payment due on May 1st, 2017.” As for the amount due, make sure to mention the total amount due minus any discounts that they may have gotten. You can go deeper into the details and discounts in the invoice itself.

By using WORKetc’s invoice email template, you won’t have to type in the exact amount and the due date every single time. Instead, you can use autotext tags, which will automatically pull the right data from the invoice you’re sending out.

WORKetc Invoice Email AutotextWORKetc invoice email autotext.

For the amount due, for example, you can use the [Invoice Total] tag. There’s also an [Invoice Balance] tag if there are balances that have yet to be paid. For the due date, you can use the [Invoice Due Date] tag. Using these two tags alone will save you time, especially when you’re sending out a lot of invoices.

If you’re sending out at invoice for $1,778.95 due on May 1st, for example, the email accompanying it will read, “Please pay the total amount of $1,778.95 by 5/1/2017​.”

If you’re sending out a $2,765.80 invoice due June 1st, the email will automatically read, “Please pay the total amount of $2,765.80 by 6/1/2017​.”

You can create your own custom invoice email by going to Settings > Invoice and scrolling down past the invoice template editor.

Be Personable

It’s easy to personalize your invoice emails using WORKetc’s invoice email template editor. Again, it’s just a matter of using the right tags.

You can, for example, address your clients either by their full name, their first name, or their surname by using the [Full Name], [First Name], and [Surname] tags, respectively.

Of course, you shouldn’t just personalize your email, you have to be polite as well. Think about it; who would you be more inclined to pay: someone who sent a polite email or someone who goes on a tear right off the bat?

Plus, it doesn’t really take a lot of time and effort to be polite. Something as simple as using “please” and “thank you” can be enough. You can save the stronger language for the overdue notification.

Be Fast

WORKetc Unbilled Charges for InvoiceWORKetc unbilled charges page.

Getting paid for the work you do is always a race against the clock. You want to send out invoices as soon as the work is complete.

Our head of support, Steve, was just recently telling me about how one of our clients, Rob Lyons of the UK-based IT firm NetCullis, makes sure he’s always sending out invoices on time.

Rob has set a schedule for himself where every Monday he’d spend time on WORKetc’s unbilled charges page (Finances > Unbilled Charges), generating all the invoices that are needed, and sending them out to clients.

Sometimes he’d hold off on some charges if he knows the job isn’t 100% complete, but every week, without fail, he goes through all current unbilled charges and makes sure all timesheets have been billed.

Creating a habit like Rob’s is important. You can make sticking to your schedule easier by creating a recurring reminder that sends out an email notification. “Check unbilled charges and send out invoices”, for example.

You can even add a link to the unbilled charges page in WORKetc to the task description to make help you get started on generating those invoices even quicker, like in the screenshot below.

WORKetc Invoice Email Reminder TaskWORKetc task list.

You can also create reminders for any specific invoice that needs to be generated. If you’re checking unbilled charges on Monday and there’s an unbilled charge that should be invoiced on Wednesday because the work isn’t done yet, for example, you can simply create a reminder for that specific invoice and set the date to when the work is 100% complete.

How do you use WORKetc to make sure you’re paid on time? Let us know in the comments.

See all

Featured Posts

7 Clever Add-Ons That Supercharge Google Drive Productivity

Do more with WORKetc CRM’s Google Drive integration and these clever add-ons. We rolled out a significant new feature to WORKetc CRM’s Google Drive integration a while back, giving users access to Team Drives from within the WORKetc CRM environment. In the spirit of that update, here’s a curated list of seven add-ons for Google […]

4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut

Using WORKetc CRM for a more efficient, productive sales team. Selling is simple. You get a sales lead, you offer goods and services, the customer picks one and pays you. But just because it’s simple doesn’t mean it’s easy. The idea itself may be simple, but the actual execution is a difficult task requiring a […]

3 Must-Know Strategies Your Business Needs For Successful Projects

Stop wasting money with these 3 must-know project management tips. Ever lost money on a project, even one that you managed to complete? Well, you’re not alone. In their 2018 Pulse of the Profession report, PMI estimates that 9.9% of every dollar is wasted due to poor project performance. For every $1 billion invested, that’s […]

WORKetc CRM Success: Celebrating Your Big Wins in 2018

A brand-spanking new Gmail add-on, an overhauled iPhone app, and much faster search capabilities—these are just a few of the massive changes we introduced to WORKetc in 2018. None of these improvements, however, would be at all possible if not for the continued support and dedication of our loyal WORKetc users. And since there’s no […]

4 Simple Tips For Max WORKetc CRM Efficiency From Real Users

WORKetc CRM tips and tricks, tried and tested by real users. A CRM is an investment. And as with every investment, you’ll want to squeeze a much juice as you can out of it. Here’s a new batch of tips on how to do just that, from real WORKetc users running their small businesses on […]

3 Critical Resolutions for Small Business Success in 2019

Keep the fireworks going all throughout 2019 with WORKetc CRM. If you’re anything like me, New Year’s resolutions are never just about your personal life. It’s also about probing deep and seeing what you can do for your business. It’s about identifying changes that have real, tangible, and measurable impacts. Here are a few ideas […]