Effortlessly Create a Repair Invoice for Technical Support

Repair invoice for Technical Support

an invoice is what you show a client to get paid it needs to be accurate and it needs to be easy to understand it also needs to show any Deposit they had it also could be used as a receipt it's just a document or a file that that customer can have on hand to file away for tax purposes or for whatever so that invoice is going to include all of your company info your tax numbers your license numbers it's going to include info about your payment terms and it's going to include how much the client has to pay you what the taxes are and it's a document that makes it easy for you to get your money and get your money on time we use jobber for invoice creation it takes our quote and then turns it into an invoice and obviously if there's any changes on the job itself and the invoice will change but usually the invoice is just a second version of the quote is really all that is and so we just use jobber for that it's it's easy and I don't even think about it personally I pull out my phone I get on jobber click a few buttons get the invoice going put all materials or you know labor stuff like that and all of that is already pre-loaded I already have that set up to where we can just click on the stuff that we use the time that it took and all that you should send the invoice in my opinion when you're you're done with that project you're done with that service if you're doing something over the course of a couple weeks or a month or two you could send it at the end of that you could send it before it that way they know what they're they're going to have to pay you by the end but the way I do it is I send the invoice when the service or the project is completed so I like to send my invoices as early as possible we're clear with our clients up front about what our payment schedules are and the reason that I like to send the the invoices out right away is for a few reasons so one of them is that not everybody has a huge chunk of money sitting around in their checking account so it gives them a chance to transfer the money and get their Affairs in order so that they can make that payment to you another reason is that it allows you to process that payment and make sure that you're actually clearing the check that you're getting clear liquid tangible funds in your bank account so there's no risk that you're going to have an expense before actually getting money from the client so the way we invoice with our recurring clients is let's pretend that we cut their grass every week then every Wednesday night at seven o'clock jobber processes the automatic payments and they get billed at seven o'clock instantly money is in the account by the next morning and no one had to do anything the client didn't have to pay it we didn't have to do anything and it's just super super quick and easy you can send an invoice after they've already paid you one of the great things about jabber is that you can go in manually and send the invoice after you have been paid and you can customize it actually to what the payment is how I do it is on jobber I just Mark that they've already paid I've collected the payment and then I send it and then it doubles as a paid receipt so it will show on the invoice like paid so you can by all means send one after getting paid and I strongly recommend doing it you know for your files and for your customers files [Music]