A simple invoice is one of the most powerful tools a business owner can use. It is a legal requirement to keep an accurate record of all income and expenses for tax purposes, and also an essential part of running any successful business. However, not many businesses know that invoicing can be a very powerful tool for driving sales in their company. If your company uses iPads or Smartphones, you might want to enter the invoice age into the mobile app world by implementing these 8 ways to invoice customers using a mobile app to optimize them for more sales.
Send invoices with your mobile device.
If you work onsite with clients, it can be difficult to keep track of customer billing information when you're not at your desk at home or in the office. That's where mobile invoices come in handy!
With an app like QuickBooks Self-Employed, you'll never have to worry about losing track of invoicing information again because it automatically syncs with your accounting software so that everything stays up-to-date no matter where you are or what device you're using.
Track payments on the go.
It's important to know when your customers are paying their bills so that you can keep track of how much money you're making each month and what areas of your business need improvement. This feature is especially useful if you're self-employed or run a small business with multiple employees who all invoice clients on their own. You'll know when someone has paid or needs help with catching up on their invoicing so that they don't get behind in payments or become delinquent with clients.
Add a 'pay now' button to invoices.
If you use a mobile app to invoice customers, consider adding a "pay now" button that allows them to pay their invoice right away. This can be done in a few ways. If you're using an invoicing tool like FreshBooks, it's easy to add a payment feature by connecting your account with Stripe or PayPal. If you're using another system, check with your provider for more information about integrating payment options into your invoice template.
Accept credit card payments online or via mobile.
If you're sending out invoices in the traditional way, there's a good chance that you don't accept credit cards for payment on your invoices. This means that your customers have to write out checks or send money electronically — which can take days — or they have to send cash through the mail, which isn't safe or secure at all.
With an invoice management system like Clio, you can accept credit cards quickly and easily right from inside the app, eliminating any delay in getting paid while also making sure that all transactions are completely secure.
Quick access to invoice templates on your phone.
If you don't want to spend time creating new invoice templates every time you send an invoice, check out these apps that come with built-in templates:
Wave is one of the most popular cloud solutions for small businesses. It offers integrations with dozens of accounting software platforms and a mobile app that lets you create or view invoices from anywhere. You can also customize its template library by adding your logo and company colors for a more professional look.
Take photos of receipts, bills, and documents and add them to invoices.
The most popular way for businesses to provide digital receipts is by emailing customers PDFs of their transactions. But these are not always easy for customers to access or view on their phones — especially if they're not tech-savvy.
A better option is to let customers receive their digital receipts via an invoice app, which will automatically attach all their purchases as images that they can view in seconds on their phone's browser or mobile app. It's also much easier for customers who want to share these receipts with friends or coworkers while they're still at the store or event where they made their purchase.
Bill customers while onsite with a mobile device.
Billing customers while onsite with a mobile device is a very effective way to increase the number of invoices you send. This approach makes it easy for your customers to pay for services and products that they receive from you.
A mobile app can also provide an excellent way for you to invoice customers after hours since it can allow you to capture revenue quickly without having to wait for the customer's help desk to answer their phone.
Access accounting software reports on the go.
If you use QuickBooks or another accounting software program, it’s important that your app be able to pull up those reports on demand. You might be out on a job and need to know how much cash you have left in your account, or maybe you want to see what the balance is on a particular invoice before sending it out. You shouldn’t have to wait until you get back to your desk just so you can access this information.
While it may not be necessary for every business, an invoice app may be a good choice for your company. There are many ready-made solutions on the market that you can choose between, however, you can also turn to payment app development companies to create a custom app specifically tailored to your goals and needs. Once you have a mobile app and an invoicing service that works for you, a world of possibilities opens up. You can grow your business more efficiently and keep better tabs on your expenditures. Frankly, there is little wonder why so many businesses are turning to mobile billing options today! With the right billing solution in place, you will find producing invoices easier than ever before.