ഇൻവോയ്സിംഗ് ഘട്ടങ്ങൾ: ക്വോട്ട്, ജോലി, ഇൻവോയ്സ്, പണം ശേഖരണം.
Business invoicing steps that get you paid: agree the price, do the work, issue a correct invoice immediately, and follow the due date. Firms that invoice “when we have time” lend money to customers by accident.
The steps
- Quote with scope, price, and GST treatment.
- Get a yes you can point to.
- Deliver and note completion.
- Issue the invoice the same day. If you are registered, use a GST invoice format.
- Send it on WhatsApp and email with the due date and UPI or bank details.
- Remind before the due date and on the due date.
- Record the receipt against that invoice, not as a lump in the cash book.
Use one tool
A notebook and a later “reconstructed” invoice cause GST mismatches. Pick a tool from invoicing software or a disciplined bill book, and stick to it.
Invoices are not profit
A raised invoice is sales. Profit comes after costs. See gross profit versus net profit.
Frequently Asked Questions
When should I invoice?
When the supply is made or as the contract says. Do not wait until you need cash.
What if the client delays?
A written due date and a reminder sequence. Stop new work if the old invoice is badly overdue.
Do I need an invoice for small UPI payments?
If you are in the GST system or you want clean books, record the sale properly. Small does not mean invisible.