- Get your business ducks in a row - make sure that everything is stated before starting the work
- Discuss requirements and deadlines
- Quotations are legally binding whereas an estimate is not
- Type an estimate including the requirements as well as any additional costs, for example travel expense
- Send estimate under the terms
- Always let them know by email and let them know if there are any further changes
- Invoices need to include a break down of you work
- Send it to the accounts department and send an email
- Itemise all work
- Terms and conditions need to be on the invoice as well as on the estimate
- Payment by bank transfer only
I found this really useful and have decided to copy the slides on to this post so that I have a constant reference in the future which I refer back to whenever I need to.
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