Turn the tracked hours on a finished job into an invoice and send it that day.
Part of Getting paid faster
Tools
FreshBooks, Square Invoices, Clockify
Outcomes
Invoice out within a day of finishing • Less unbilled work sitting in the month
Documentation
Instruction-ready detail below
When a job is marked done, create the <documents>invoice</documents> from the tracked hours and <email>email</email> it to the customer the same day.
When a job is marked done, create the <documents>invoice</documents> from the tracked hours and <email>email</email> it to the customer the same day.Tools
FreshBooks, Square Invoices, Clockify
Trigger
When a job is marked complete
Setup time
10 minutes
Chase unpaid invoices on a fixed schedule, so nothing is written off because it was forgotten.
Turn an incoming invoice into a matched, recorded line with the supporting document attached.
Take a deposit at the point of booking, so the first week of work is already paid for.
Download
Download the app and begin with drafts and checklists before you write anything back.