![]() ![]() ![]() The thing is, there’s really no good reason to turn down credit card payments these days.īy refusing to take credit card payments, you’re creating an unnecessary roadblock between you and your payday. Unfortunately, some HVAC professionals break this rule by not accepting credit cards. The number one rule of HVAC invoicing? Don’t make it hard for people to pay you. The customer can confirm that they understand the charges and you can clarify when payment is due and how they can pay.įurthermore, it allows you to get paid on-site through your home services app – that is, as long as you’re not making this next mistake. Plus, showing the customer your invoice before you leave their property ensures that there are no surprises in store for either party. This saves you money on stamps, envelopes, and ink – and helps you bill more accurately since there’s more room for clerical error once you leave the job site. If you can generate an invoice right then and there, there’s no need to mail one out after the fact. Mistake #1: Not generating an invoice on-siteĪre you slowing down the payment process by mailing your customers paper invoices? One of the biggest invoicing mistakes HVAC professionals make is not giving customers an invoice before they leave the job site. We put together this list of common mistakes to avoid – so you can get paid faster, cut back on paperwork, and make invoicing a breeze. Mistake #11: Not offering a service contract to secure future workįortunately, HVAC invoicing doesn’t have to be complicated.Mistake #10: skipping over the legal stuff.Mistake #9: Missing any of these crucial HVAC invoice elements.Mistake #7: not including a detailed cost breakdown.Mistake #6: incomplete maintenance records.Mistake #5: storing outdated customer data. ![]() Mistake #4: A poorly organized filing system.Mistake #3: Not being prepared for cash payments.Mistake #1: Not generating an invoice on-site. ![]()
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