January 2023

Beat the Chase: Invoicing Efficiently with Automation

Invoicing can be stressful, whether your business is just starting up or you’re years into the game. Especially as the cost of living crisis continues to hit us all hard, chasing invoices can feel both desperate and insensitive. But, your business needs money to keep ticking and you’re within your right to charge what you’ve offered for your services.

So how can you make invoicing easier? Well, automation can certainly help…

Invoice efficiently and automatically with Lunar CRM

Using a bespoke CRM with robust invoicing features can help improve the efficiency of invoicing, so you have one less thing to think about. Here are three Lunar CRM features you can use to improve invoicing efficiency and remove the chance of human error causing costly mistakes (for you or your clients)… 

1. Invoice automatically

Manual invoicing can be a real time sink, and remembering to do it for each client every month is bound to eventually lead to a missed invoice date. Instead, let your bespoke CRM automate creating and sending out invoices. Thanks to automation, you won’t have to worry about putting time in to invoicing or even remember to send invoices.

2. Set Up Reminders

We’re all human, and sometimes clients can forget about incoming invoice dates. So with your bespoke CRM you can set up automated invoice reminders. This can allow you to remind clients a few days before an invoice is due, and set remind them to pay once the invoice is received, without having to spend time reminding them yourself.

3. Automated invoice chasing

Sometimes, despite reminders, invoices aren’t paid on time. Of course if a client has contacted you to inform you of a difficulty with payment, it’s a different story – you can agree another payment date or set up a repayment plan. But if a client hasn’t contacted you chasing them can be a stressful experience. It never feels good to have to chase someone for money owed, but sometimes it needs to be done. Setting up your CRM to automatically chase invoices that are unpaid saves you and your team having to make calls or send follow-up e-mails, so you can focus on your paying clients.  

Keep Track of Invoicing

Your bespoke CRM solution with Lunar can keep track of your invoices with automated reports. You can keep track of clients’ payment schedules and patterns to manage your finances carefully. You can also identify if any clients are consistently paying late, so you can reach out and ask if there’s anything that can be done to help them keep up. That way you can ensure you’re still getting paid for the work you do, and demonstrating that you understand your client’s financial situation.
However you choose to do invoicing, do it with a CRM that takes out the stress.

Take back control of your finances with automated invoicing features offered by Lunar CRM. If you’d like a free demo, don’t hesitate to get in touch!