99. Creating Invoices That Protect Your Business

Dive into a topic that might not sound overly exciting but is essential for protecting your business – client invoicing. Jennifer and Robin discuss topics such as charging planning fees, setting limits on proposal revisions, and making sure your services are super clear so clients know exactly what they’re paying for. They also share tips on managing supplier invoices (because nobody likes those surprise mistakes) and why getting digital signatures for changes is a total lifesaver. And of course, they get into the nitty-gritty: clear terms and conditions, disclaimers for extra costs, and all the documentation you need to cover your bases. Bottom line? Client invoices aren't just about getting paid – they’re about saving yourself stress and keeping your business running smoothly. Hit play to learn more!

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Today we will cover:

•  (01:20) Clearly defining your service levels
•  (05:55) Itemizing fees; tracking your time
•  (13:10) Supplier invoices and safeguards
•  (16:15) Building detailed invoice templates
•  (18:20) Including terms and conditions in invoices
•  (21:55) Humanizing your business practices
•  (24:20) Managing client expectations
•  (26:05) Supplier terms and conditions
•  (29:10) Handling changes and cancellations
•  (33:10) Legal considerations and client agreements
•  (39:30) Common invoicing mistakes to avoid

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