Crafting the Perfect Invoice Text Example for Communications & Media

Invoice text example for Communications & Media

hey everyone my name is matthew armstrong and i'm the co-founder and ceo of check the lawn care management app i have a couple of really awesome new features that i'm excited to talk to you all about client level invoice preferences and invoice texting let's go take a look to start let's open up the checkout and i'm going to go into my customers profile i added myself as a customer to demonstrate these things now i'm going to scroll down to the client details and now you're going to see two new options to tailor invoice frequency and invoice type let's tap on invoice frequency and tap edit now what you're going to see here is that you have a few options on when to send your invoices you can send them at the end of the month right there you can send them at the end of the day 7 pm central standard time or you can send them after every single job right whenever you mark the job as complete that's how i have myself set up and here just to demonstrate this feature and now we're also going to go into invoice type tap edit and now you see that we can have invoices sent through email or sms we added sms because that's how what a lot of people have access to not so much email so let's save that as sms and now let's go into the jobs tab i set up a job for myself so that we could see this feature and let's tap into job details and market the job as complete now what's going to happen is the the little cog is going to start spinning and it's working on the back end to generate that invoice whenever the invoice has been generated and successfully sent to the client then you will it will mark the job successfully as complete right around the same time that the client is receiving that text message so let's give it a few more seconds and then it's going to shoot me a text message awesome job is complete and look at that let's tap and look at what the text invoice looks like so we have a new invoice from armstrong lawn care for today's date description i just cut the grass simple lawn care price 50 and then it gives my contact information so you can also tap to see the full invoice which is a professional looking invoice i'll zoom in a little bit there gives my contact information my phone number gives the line item detail and then just says powered by check really highlighting your company at the very top so that is our new text invoicing feature and the client level override so what's really cool about this uh the the ability to tailor the invoice preferences for each client is that now you can have your commercial clients set up to receive an email invoice at the end of the month and you can have your residential clients set up to be invoiced through sms text after every single job