How to Create Great Invoices

Picture yourself after you have completed a big wedding, Birthday Party, Bar Mitzvah, etc. You have worked hard at the Event, the customer is satisfied and you go home to get some rest.

But, you’ve forgot one thing…

The invoice!

It is very important that the invoice is submitted to the customer in a timely manner. First of all, because you want to get paid sooner, second, it’s a vital part of Customer Service routine.

A rule of thumb for invoicing is that it should be in the customer’s inbox 72 hours after the event. However, depending on your business size and the arrangement with your customer it may happen sooner. We don’t recommend waiting longer than that, unless there are circumstances that are known and agreed upon by both parties.

To prepare a good invoice it is advised to use a professional program. That makes it more automated and looks more legitimate; see this video to learn how to create a quick and accurate invoice with Inspherio.

Your invoice has to have a unique Identifier: number or name, or both. That way, you can easily find a record of it anytime.

Look through all your expenses, add them up. Was there any extra money spent, overtime? Did you have any last minute additions and/or cancellations?

Check with all your vendors that have billed you for the event, then double check that those charges are correct.

Make sure that the Invoice is easy to read and to understand for your customer.

Is the information on your Invoice clear (amount, due date, acceptable methods of payment)? With Inspherio, your customer can pay you directly from the Invoice page by using PayPal, Google CheckOut or Authorize.net.

Double check mailing address/e-mail address before sending it over (you don’t have to worry about this step with Inspherio, the program will use the information from your Address Book.

We hope that this tip will help you along the way to grow your Event business. For more tips and trends in the Event Industry visit our website and our blog.