Share what you know with millions of people
Focus is the best place to turn what you know into remarkable content
0
How do you do your customer service billing?
We recently started offering phone support to our customers, but we need to start billing for some of these services. What software do you use to organize your customer service billing? How do you implement a new billing system without upsetting some older clients?
Events
- Dos and Don'ts of Small Business Marketing May 29 @ 11 am PT
- Lead Nurturing 202: The Next Generation May 31 @ 11 am PT
- The Tricks to Paid Media June 6 @ 11 am PT
- Display Advertising for Brand Awareness June 20 @ 11 am PT
Related Activity
1 Answer
There are countless online invoice options including FreshBooks and SimplyBill (http://freelanceswitch.com/money/7-online-invoicing-apps-for-freelancers/) but it is most important to establish a credit and collection policy for your customers. You should have some sort of qualification criteria (at least minimum required customer information) for extending credit or payments, defined repayment options (90 days same as cash, extended consecutive and equal terms with interest, etc.), appropriate legally binding documentation (quote and invoice, retail installment agreement, or promissory note), payment processing options (credit card, check by phone, etc.), and a default policy including appropriate escalation options (3rd party collections). Setting these rules and regulations ahead of time allows you to offer additional payment options at a courtesy for those who agree. For those who do not agree or for those older customers resisting the new procedure, you can still offer the same options you are offering now. Providing an incentive for the new process (i.e. paperless discount or pricing discount) will encourage those stragglers to catch up with the times.
Answer This Question