For many SMBs, the problem isn't selling, it's getting paid on time. Late invoicing and forgotten reminders weigh directly on cash flow.
Invoice as soon as the work is done
The costliest delay is often the one between finishing the work and sending the invoice. If your work order or file is digital, the invoice can be prepared automatically as soon as it's closed.
Polite, regular reminders
A simple sequence:
- A friendly reminder a few days before the due date.
- A reminder on the due date.
- A follow-up a week later, with the invoice attached.
- A phone call if the payment is still late.
The first three steps can be automated.
Make paying easy
An online payment link in the invoice, Interac e-Transfer, clear banking information. The less effort it takes, the faster the payment.
Track accounts receivable
A simple table: amount owed, number of days outstanding, next action. Review it every week.
Keep the relationship
Automation handles routine reminders. Special situations (a client in difficulty, a disagreement over an amount) deserve a human conversation.
