ON-THE-GO INVOICE PROCESSING STEPS
Managing invoicing while on the go: Essential steps for field service professionals
Being on the move is likely one of the things you most enjoy about your work. But like most business owners, you are always looking for new ways to leverage technology to make things run smoother. One way to accomplish this is to apply the most productive invoice processing steps to your daily operations. These will boost productivity while ensuring a steady stream of revenue.
Step 1: Develop a mobile-friendly invoicing platform
The first step in processing invoices is to obtain a customizable invoicing platform that can be accessed from anywhere. Modern web-based invoicing provides a powerful set of tools that does not force you to sacrifice performance on the road. The software you select should seamlessly create, edit and send invoices so you can focus on providing exceptional customer service.
Step 2: Integrate invoicing into your business tools
An important invoicing processing step is assessing the ability to integrate all of your other business software. This places all your important items on your mobile device while providing consistently formatted data in a cloud-based storage repository. These allow you to better:
- Manage inventory
- Issue sales receipts
- Monitor payments
- Analyze customer engagements.
Step 3: Leverage data integration to determine invoice categories
A crucial benefit of integrating your POS with a web-based invoicing solution is how data can be used. Contiguous data generated through mobile payments, recorded inventory usage or invoice payments forms a foundation for critical business decisions. A top POS solution provider will give you the option to use both their invoicing tool and POS tools.
The most complete invoicing software establishes product and service categories that can be matched up within your POS solution. This provides improved consistency in reporting and any financial forecasting models you need. Also, you gain the ability to automate many of your invoicing tasks while being confident in invoice accuracy.
Step 4: Create, send and get paid
Combining mobile POS and invoicing software means you can start using your new invoicing tools to get paid. Perhaps the advantage that most stands out is the ability to build an invoice as you go. Parts and services can be added as an appointment or repair is in progress. In addition, orders can change as inventory or customer demands dictate without losing a beat.
The architecture of modern invoicing tools sends digital invoices to customers, making it easier for changes to be communicated. This also provides the ability to add payment links, promoting faster payment turnaround while presenting customers with secure payment options. These build a layer of trust through improved billing transparency and secure, convenient payment options.
Step 5: Manage invoices regardless of current status
The mobility options of a web-based invoicing tool include the ability to manage and monitor invoices regardless of status. A cutting-edge invoicing tool allows you to sort or filter by payment status, work activity, or categorized products and services. This finds the invoices you need quickly, and can hasten the turnaround of new customer requests or outstanding payment notifications.
Step 6: Use invoice-generated sales data to determine inventory strategy
Data integration between your POS system and invoicing software will give you the precise information required to improve inventory controls. Through your POS reporting, you will obtain the ability to predict which products you need to ramp up ordering for. In addition, you can find which items can start to be liquidated from your inventory. This will also save valuable space in service vehicles, and ensures that you are always properly equipped while in the field.
Step 7: Turn invoices into a marketing tool
Handing a bill to a customer hardly seems to be the thing that marketing campaigns are built around. However, the precision blend of POS and invoicing tools can do just that. Individually targeted discounts and promotions will win over the hearts of many clients. The transparent billing process bolsters your reputation, elevating the service you provide through the tasks you perform.
What are your invoice processing steps?
Every small business owner has their own version of invoice processing. However, those who work primarily in the field need to have powerful mobile options at their fingertips. These options work perfectly on almost any mobile device used in almost every place they go. Balancing it requires the expertise of a POS solutions provider specializing in helping small business owners make smart technology decisions.
Building better ways to conduct business is a must for business owners on the go. Modernizing how you bill customers and how you manage invoices cannot be limited by the mobile nature of your work. The experts at talech stand ready to apply their business and technical knowledge to add mobile invoicing to your toolbox. Contact us to sign up for a demo and learn more about how talech can be your expert POS partner.