--- title: How to Streamline Invoicing description: Whether your business is new, growing, or in need of a refresh, it's a good idea to streamline your invoicing system. You'll be able to crunch the numbers faster, and you can make the payment process easier for your clients. Get a leg up on this aspect of your business. image: https://blog.southeastcomputers.com/hubfs/Copy%20of%20SCS%20-%20Blog%20Template%20(54).png --- **[Sage X3](https://www.southeastcomputers.com/sage-enterprise-management-infomation) | **[Sage 100cloud](https://www.southeastcomputers.com/sage-100cloud-information) | [Acumatica](https://www.southeastcomputers.com/acumatica-information) | [LATAM Fiscal Requirements](https://www.southeastcomputers.com/latam-fiscal-requirements-localize-sagex3-sage-500) | [Contact Us |](https://interact.southeastcomputers.com/contact-us) [ 888-773-2161](tel:888-773-2161)**** [![logo-naw-southeast-website](https://blog.southeastcomputers.com/hs-fs/hubfs/logo-naw-southeast-website.png?width=578&height=160&name=logo-naw-southeast-website.png "logo-naw-southeast-website")](https://www.southeastcomputers.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ![Florida Miami Image](https://blog.southeastcomputers.com/hs-fs/hubfs/Banners/Florida-Miami.jpg?width=2880&name=Florida-Miami.jpg "Florida Miami Image") # Blog Want our new blog posts delivered right to your inbox?  November 8, 2018 # How to Streamline Invoicing - [Tweet](https://twitter.com/share) ![authorIcon](http://www.sparkreaction.com/hubfs/Oceania%20Theme%202016/Images/authorIcon.png) By [Sonia Ferrera](https://blog.southeastcomputers.com/author/sonia-ferrera) ![topicIcon](http://www.sparkreaction.com/hubfs/Oceania%20Theme%202016/Images/topicIcon.png) [accounting](https://blog.southeastcomputers.com/topic/accounting) [![How to Streamline Invoicing](https://blog.southeastcomputers.com/hubfs/Copy%20of%20SCS%20-%20Blog%20Template%20(54).png) ](https://blog.southeastcomputers.com/how-to-streamline-invoicing) Whether your business is new, growing, or in need of a refresh, it's a good idea to** streamline your invoicing system.** You'll be able to crunch the numbers faster, and you can make the payment process easier for your clients. Get a leg up on this aspect of your business.       **Keep Accurate Records** It goes without saying that keeping accurate records helps you keep the numbers accurate, too. Write down the details — time spent on the project, materials used, third-party costs — as you go along, in case you forget later. Having a paper trail will also come in handy if there's ever a dispute.       **Make Paying Easy**   **![Invoicing](https://blog.southeastcomputers.com/hs-fs/hubfs/Invoicing.png?width=456&name=Invoicing.png)**   **Image via [Flickr](https://www.flickr.com/photos/9731367@N02/7113235069/sizes/m/) by Philip Taylor PT **       Clients are more likely to pay on time when you accept the right type of payment methods. You may find that debit and credit work well for most people. Is there a way for them to pay online? Maybe you work with clients remotely. Would they rather send payments through a service like PayPal or Skrill? When you make it easy for people to pay you, the money will come in faster.     **Create an Invoice Schedule** How often you invoice a client depends on what type of business you run and the size of the project you're working on. You can send invoices monthly, every two weeks, weekly, or even daily. You may want to break the payment schedule into stages of the project. Some business owners ask for a deposit or an upfront payment. Consider the amount of risk you're taking on and the amount of cash flow your business needs, and set the schedule accordingly.      **Go Electronic** A spreadsheet can work well for tracking inventory, services rendered, client information, and so on, but it's much faster to use specialized invoicing software — especially when your company gets bigger. Different products come with different features like automatic calculation of sales tax, time tracking, and compatibility with back-end accounting systems. Switching to certain types of **[software](https://blog.southeastcomputers.com/ways-to-make-your-software-transition-run-smoothly) **can even provide you with mobile apps so you can invoice your clients while you're on the go.     **Invoice Immediately** As soon as a project is complete or you've hit the agreed-upon payment mark, send the invoice. If you're too busy to do this right away, set aside a certain time of the week for catching up on this task. There's no guarantee that all your clients will pay on time, but you are far less likely to see the money at all if you wait too long. In fact, **[only 18 percent](https://www.entrepreneur.com/article/297977)** of invoices are paid after the 90-day mark.      **Chase Late Payments** Nobody wants to deal with late payments, but they do happen. Staying professional is one of the most important tips to follow when it comes to **[late or non-paying clients](https://www.businessnewsdaily.com/8246-non-paying-customers.html).** Keep all communication friendly, whether you're sending a reminder notice or speaking to them on the phone. If you feel like they're dodging you, be persistent.  When your company has a streamlined invoicing system, everything else runs more smoothly. Try following one of these tips today.     ---     [![Sage 100c Cheat Sheet](https://no-cache.hubspot.com/cta/default/418036/7aff5a7a-25b9-4de2-b18d-d5e1eda25dfd.png)](https://cta-redirect.hubspot.com/cta/redirect/418036/7aff5a7a-25b9-4de2-b18d-d5e1eda25dfd)     ![sage-Partner-AuthorizedPartner-preferred](https://blog.southeastcomputers.com/hs-fs/hubfs/Images/sage-Partner-AuthorizedPartner-preferred.png?width=458&name=sage-Partner-AuthorizedPartner-preferred.png)     SHARE THIS STORY [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.southeastcomputers.com/how-to-streamline-invoicing&title=How%20to%20Streamline%20Invoicing&picture=https://cdn2.hubspot.net/hubfs/418036/Copy%20of%20SCS%20-%20Blog%20Template%20%2854%29.png&description=Whether%20your%20business%20is%20new,%20growing,%20or%20in%20need%20of%20a%20refresh,%20it's%20a%20good%20idea%20to%20streamline%20your%20invoicing%20system.%20You'll%20be%20able%20to%20crunch%20the%20numbers%20faster,%20and%20you%20can%20make%20the%20payment%20process%20easier%20for%20your%20clients.%20Get%20a%20leg%20up%20on%20this%20aspect%20of%20your%20business.) | [**](https://twitter.com/intent/tweet?source=https://blog.southeastcomputers.com/how-to-streamline-invoicing&text=How%20to%20Streamline%20Invoicing) | [**](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.southeastcomputers.com/how-to-streamline-invoicing&title=How%20to%20Streamline%20Invoicing&summary=Whether%20your%20business%20is%20new,%20growing,%20or%20in%20need%20of%20a%20refresh,%20it's%20a%20good%20idea%20to%20streamline%20your%20invoicing%20system.%20You'll%20be%20able%20to%20crunch%20the%20numbers%20faster,%20and%20you%20can%20make%20the%20payment%20process%20easier%20for%20your%20clients.%20Get%20a%20leg%20up%20on%20this%20aspect%20of%20your%20business.) [NEXT POST **](https://blog.southeastcomputers.com/how-the-right-software-can-help-streamline-payroll) ### Search  --- ### Recent Posts ### Posts by Topic - [All (267)](https://blog.southeastcomputers.com/topic/all) - [Sage Enterprise Management (94)](https://blog.southeastcomputers.com/topic/sage-enterprise-management) - [Sage X3 (85)](https://blog.southeastcomputers.com/topic/sage-x3) - [ERP (60)](https://blog.southeastcomputers.com/topic/erp) - [Productivity (31)](https://blog.southeastcomputers.com/topic/productivity) - [Inventory Control (30)](https://blog.southeastcomputers.com/topic/inventory-control) - [Acumatica (21)](https://blog.southeastcomputers.com/topic/acumatica) - [Food and Beverage (21)](https://blog.southeastcomputers.com/topic/food-and-beverage) - [Cloud Computing (14)](https://blog.southeastcomputers.com/topic/cloud-computing) - [Community (13)](https://blog.southeastcomputers.com/topic/community) - [Sage 100cloud (12)](https://blog.southeastcomputers.com/topic/sage-100cloud) - [Sage 100c (11)](https://blog.southeastcomputers.com/topic/sage-100c) - [Add-Ons (10)](https://blog.southeastcomputers.com/topic/add-ons) - [UDI (9)](https://blog.southeastcomputers.com/topic/udi) - [Manufacturing (8)](https://blog.southeastcomputers.com/topic/manufacturing) [![Sage100cloud_RGB](https://blog.southeastcomputers.com/hs-fs/hubfs/Sage100cloud_RGB.png?width=442&name=Sage100cloud_RGB.png "Sage100cloud_RGB")](https://blog.southeastcomputers.com/sage-100cloud-information) [![Sage500_logo](https://blog.southeastcomputers.com/hs-fs/hubfs/Sage500_logo.png?width=369&name=Sage500_logo.png "Sage500_logo")](https://blog.southeastcomputers.com/sage-500-information) [![sage x3 logo](https://blog.southeastcomputers.com/hs-fs/hubfs/sage%20x3%20logo.png?width=640&name=sage%20x3%20logo.png "sage x3 logo")](https://blog.southeastcomputers.com/sage-enterprise-management-infomation) [![Acumatica_Logo450](https://blog.southeastcomputers.com/hs-fs/hubfs/Acumatica_Logo450.png?width=450&name=Acumatica_Logo450.png "Acumatica_Logo450")](https://blog.southeastcomputers.com/acumatica-information) ### About Us Successful transformation of a company’s systems and business processes requires strong project leadership with a passion to create effective processes-processes that will work for today and assist in further growth. ![scs-logo-short.png](https://blog.southeastcomputers.com/hs-fs/hubfs/scs-logo-short.png?width=500&name=scs-logo-short.png "scs-logo-short.png") ### Useful Links #### Services - [Software Implementation](https://www.southeastcomputers.com/software-implementation) - [Project Management](https://www.southeastcomputers.com/project-management) - [Software Training](https://www.southeastcomputers.com/software-training) - [Software Support](https://www.southeastcomputers.com/software-support) - [Custom Programming](https://www.southeastcomputers.com/custom-programming) - [IT Consulting](https://www.southeastcomputers.com/it-consulting) - [International](https://www.southeastcomputers.com/international) --- #### Products - [Sage X3](https://www.southeastcomputers.com/sage-enterprise-management-infomation) - [Sage 100cloud](https://www.southeastcomputers.com/sage-100cloud-information) - [Acumatica](https://www.southeastcomputers.com/acumatica-information) - [Sage 500](https://www.southeastcomputers.com/sage-500-information) ## Recent Blogs ### Get in Touch #### Miami Location **15165 NW 77th Ave., Suite 2009 Miami, FL 33014 ** [888-773-2161](tel:888-773-2161) ** [Info@southeastcomputers.com](mailto:info@southeastcomputers.com) Within business hours, we'll reply in 24 hours or less --- #### Mexico Location ** Miraflores 221, Col. Insurgentes San Borja. CDMX, México 03100 +52 55 6811 3044   Copyright © Southeast Computer Solutions 2018 | [Privacy Policy](https://www.southeastcomputers.com/privacy-policy) - [Facebook](https://www.facebook.com/SCSolutions) - [Twitter](https://twitter.com/scsolutions) - [LinkedIn](https://www.linkedin.com/company/southeast-computer-solutions)   ![](https://www.facebook.com/tr?id=1761620344049548&ev=PageView&noscript=1)