Any company’s invoicing process is crucial. In addition to maintaining your cash flow, it also generates revenues for your company. In short, it’s the invoicing that helps you get paid on time. Field service management can be touchy about when to send an invoice to a customer.

One of the most important tasks a service business owner faces is sending invoices for their services or work. When should the invoices be sent out? Invoices can be sent before work is completed, but do they need to be sent before or after payment? Should they come before service?

An invoice sent before a job might seem like a simple solution to the problem – you get paid quickly and remain on schedule with your payroll. That being said, you should send an invoice based on the type of service you offer, the needs of your business, and your relationship with the customer.

How CRM Runner Can Streamline Your Invoicing Processes

Using CRM RUNNER, you will always be able to provide value propositions to your clients. CRM RUNNER designed quotes and invoices allow you to fully uphold the motto of “Customer First.”. You’ll always be one step ahead of your competitors with detailed quotes and invoices.

Invoice management with CRM Runner: How can it help?

  • Design quotes that are impressively designed and make a lasting impression.
  • Your clients will receive exactly what you specify for their operation.
  • Customize each field based on your business operations when providing quotes to customers.
  • In the event that a revised quote needs to be provided at a later date, you are free to make the necessary modifications.

Before We Wrap Up

CRM Runner brings you the best solution for all your customized invoicing issues. The smart, SaaS field service management software enables you to perform invoicing intuitively. In addition to streamlining the process of creating estimates and creating work orders, the two-way data synchronization eliminates duplicate entry of information or errors.

Want to see how CRM Runner works? Let’s schedule a talk today.