This podcast is about entrepreneurship, spirituality, and self-care. My name is Lourdes, and I am the host of this show. Thank you for listening today!
In today’s episode, I am gonna talk about how to invoice a customer. Now, if you’re a small business owner or a solopreneur like myself, perhaps you’ve never done this before and need to get some tips and how-tos. How-to bill a customer for a proposal or a project that you just completed for your client. And it’s really not complicated, it’s a simple process that can be done through a variety of platforms such as PayPal, Stripe, or Square. And here are some steps to take in order to bill a customer online. And yes, I forgot to mention, and this is for virtual assistants or project managers that exclusively work online to serve online clients and working online.
Okay, so the first thing you want to do is set up an account with an online payment processor. So you want to choose a payment processor that works best for your business and sign up for an account. This will allow you to accept payments from customers from a credit card or other forms of online payments. Now, I myself use PayPal. I also use PayPal billing, they have an invoice in there so you can an invoice from within PayPal and send it off to a client, and then PayPal will keep track of where the timeline is. When I send it out, if the client opened and viewed the invoice, and when it gets paid.
Okay so moving on, create a pricing structure. Determine the prices for your products of services, and then set them up in your online payment processor. This can be done through a pricing table, or by setting up individual products or services with specific prices.
Next, you want to send an invoice, or payment link. So once a customer has placed an order or requested your service and you finish that service, send them an invoice or payment link through the payment processor. This will allow the customer to make the payment and complete the process.
And then, track payments. Use the payment processor’s tracking feature to monitor your payments and ensure that they are being processed correctly. This will allow you to quickly address any issues that may arise with the payments.
And then update prices. Make sure to keep your prices updated and accurate, since this will ensure that you are charging the correct amount for your product or services.
And it’s also important to make sure that, depending on the payment processor you choose, fees may apply for each transaction. So be sure to take these fees into consideration when setting up prices for your products or services. Also, you might want to consider offering discounts or promotions to attract customers and encourage them to make a purchase. Most payment processors and e-commerce platforms will provide a dashboard or reports to track payments, including transaction history, refunds, and chargebacks, so be sure to check these regularly to ensure that you’re getting paid on-time and accurately.
And there are times when I need to send a separate invoice outside of any payments processors such as PayPal, Stripe, or Square. So in that case I would use Word, or I think you can use Google Docs, but I’m not sure on that. But I do know that with Word, you have a template available to you. If you type in “invoice” there are templates already created, and all you have to do is replace the text in there. And then once I finish replacing the text and putting in the right amount and the correct words, I then change it into a PDF and I send it off to the client with my PayPal link. So what’s nice about PayPal is that they have a link that you can create first in PayPal, and you can just include that link in your email along with this PDF invoice. And then all the client has to do is click on your PayPal Pay Me link and it makes it convenient for you and the client.
So to end this, that’s just the simple way to create an invoice and how to process payments from clients as a solopreneur.
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About the Host
Hi, I’m your host, Lourdes, and I help individuals connect within to find solace. With over 25 years of spiritual practice and background, I combine my life-long experiences, intuitive abilities while using a variety of metaphysical methods and energy that illuminates your soul’s journey with a clear path to love and peace. I’m also self-employed, bootstrapping business owner, website designer and creator.
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