On the job
Invoice a client while still on site
Build the invoice before you step off the property, and ask them to open it while you can still answer a question.
Use the fact that you are still in the building
On site, a question is a sentence. Off site, a question is a two-day pause. Create the invoice in the last room you finished, text it, and stay while it loads. If they challenge the woodwork, you can look at the woodwork. If they pay, mark it paid before you leave. If the terms are 14 days, say that out loud so the text is not the first time they hear it. The only reason to wait is a price you have not agreed. Agree it, or leave the line off. Do not invoice a guess and “fix it later”.
I’m still here if a line looks wrong. Three rooms, paint and the woodwork, due in 14 days: https://invoicetxt.com/i/your-link
Finish the list before the goodbye
The goodbye is when you send, not when you start thinking.
Ask them to open the link
A loading problem is obvious only if you are there.
Answer one question, then stop talking
A long apology makes a correct bill sound optional.
Mark paid if money changed hands
Do not drive away with an open invoice and a pocket of cash.
What to put on this invoice
- Every line you intend to charge
- A customer who can still look at the work
- The due date said out loud
- The link opened once before you go
Questions about this job
What if they are on a call?
Text it and tell them it is in the thread. You do not have to hover. You do have to send it before you leave.
What if the site contact is not the payer?
Send it to the payer if you have their number. Tell the site contact you have done so.
Should I discount to get a nod on site?
No. On site is for clarity, not for a new negotiation you did not plan.
Leave the property with the invoice already in their phone. That is the whole workflow.
Related guides
Send the invoice before leaving the job
The last action on the job is the text, not the packing. If the text is unsent, the job is not finished.
Open guide →Follow up an unpaid invoice by text
Reply in the original thread, after the due date, with the same link. Do not create a second invoice to get their attention.
Open guide →Request a deposit via text message
A deposit text has to say what the money reserves and that it is not the final bill. The line item should use the word deposit.
Open guide →