Easy Ways to Collect Payments from Clients

Collect Payments from Clients

“Believe it or not, your clients do want to pay you. It may be you who is making it difficult to do so. Do something about it!”

That’s a quote from Jennie Moore; cloud accounting professional, technology consultant, and good friend of Jobber.

When you think about getting paid, it’s often in terms of your business’s cash flow, but getting paid is about so much more than just collecting payment for services you’ve provided. Jennie references the fact that your business process might be holding up payment. This means, of course, you’re involved in the payment process! Said another way—part of providing good customer service means making it easy for your clients to pay.

It goes without saying that good customer service leads to happier customers. But good customer service can also mean you get paid faster.

The Basics

For your customers, paying their service provider (your business), is just one extra thing they have to do. And for this reason, a lot of your customers will want to pay you as soon as possible.

collecting payments with your smart phone

Make it easy for your customer to pay you when you’re on site. When possible, collect payment out in the field. Jobber Payments makes this easy to do with card scan.

1) Hold up the credit card

2) Scan it

3) Done—the card number is automatically filled out in the payment collection form

Sending Invoices

Collecting payment in the field when possible is a great practice. Your customers will appreciate that there are no additional tasks for them and you’ll get paid immediately.

But of course, you won’t always be able to collect payment as soon as you complete a job. Sometimes your clients won’t be home, or maybe the nature of your business means it’s not a standard practice to collect payment in the field. In these instances, you’ll want to send an invoice.

Invoices don’t need to be complicated, so make sure you’re clearly communicating payment terms and what services the payment is for. We dive into invoicing best practices in this article to help make sure your invoices are clear, which will encourage quicker payment.

For one off jobs, you should send your invoices as soon as possible after the work is complete. Your client will appreciate this and the sooner your client gets the invoice, the sooner you can get paid.

For regular maintenance work or recurring jobs, set up a billing schedule with your client that works for both you and them. Compiling the charges for all of your monthly visits into one invoice requires much less paperwork than invoicing after each visit. It’s also easier for both you and your customers to ensure one invoice is paid, rather than sifting through multiple invoices each month. If you have a large number of jobs like this, consider batch invoicing to help you organize and send your monthly invoices.

Use technology to improve your customer service

Once you have the basics covered—you’re collecting payments in the field and following invoicing best practices—how can you level up your customer service game to encourage quick payments?

One way to do this is to leverage technology that helps take some of the work involved with customer service off your plate. Jobber’s client hub is an online experience where customers can view all current and past invoices.

Your clients simply click on their unique client hub link (included with every invoice you send them, or you can send the link manually), and they’re taken to a web page with your company branding that lists all of their current and past records. You’re providing 24/7 customer service without lifting a finger.

client hub invoice
Your clients can access all of their current and past quotes, invoices, and receipts in client hub.

What does this look like in practice? Kris Cook, President of KC Power Clean Inc. shares his experience:

“[Client hub] saved me an hour of work when a local client of mine, overdue on their cleaning bill (about 8 invoices behind) couldn’t find record of them in their email inbox. All I had to do was send them one invoice link and they could view their service history in client hub. There are no passwords, login info, or usernames for them to remember. ”

Accept ePayments to get paid faster

Think back to Jennie’s advice and remember to make it easy for your customers to pay you. However, your customers want to pay should work for you. So make sure you’re set up to handle multiple forms of payment.

When sending invoices, collect payment online to get paid fastest.

Jobber customers bill for over $100 million in services each month and we’ve learned a lot from all these transactions. ePayments get invoices paid faster than any other payment method, taking, on average, only 7.4 days to get from invoice to payment. Even cash came in at a far second, taking just over 2 weeks to get from invoice to payment.

The next time you complete a job and it’s time to collect payment, remember that the customer service experience isn’t over. Make it easy for your customers to pay and you’ll get paid faster while providing top quality service.

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