So, if you’ve properly read last week’s contribution to the E-invoicing Checklist series then your customers are now able to understand your invoice. But does your customer know how to pay your invoice? Quite an essential question. Proper billing and instructions stimulate payment behaviour. Clear information about payment instructions and methods definitely help. The following tips will help you to communicate your payment instructions clearly towards your customer.
Business customers receive invoices and credit notes separately
Consumer customers receive as few bills as possible: merge credit and debit information.
Clearly indicate how your customer can pay your invoice
For example: cheque per email, bank transfer, direct debit, credit card, and so on.
Does the customer have to pay, or does he get a refund?
Mention all payments steps clearly and fully
Make consistent use of the periods/terms/instalments
EFT: preprint the bank account number of the customer
Direct debit: specify the date when the bank account number of the customer will be charged
Online payment options: clearly display applicable gateways
Online payment options: clearly display the payment button
You can wait until next week to let us show you what to pay attention to when generating an invoice or you can download the E-invoicing Checklist in its entirety here for free.
Previously published articles in this series:
New series: The E-invoicing Checklist [part 1]
The E-invoicing Checklist: Manual [part 2]
The E-invoicing Checklist: Current EU e-invoicing basics [part 3]
The E-invoicing Checklist: The new EU E-invoicing Directive [part 4]
The E-invoicing Checklist: content – tax requirements [part 5]
The E-invoicing Checklist: content of the simple invoice [part 6]
The E-invoicing Checklist: content clarity and comprehensibility [part 7]
es on