04/05/2026
How easy is it for your customers to pay you?
Do you have your Tax/Invoices formatted correctly?
Are you even aware what the difference between an Invoice and a Tax Invoice is?
Do you have your terms on your Tax/Invoices?
Do you have a mixture of numbers, special characters, and letters in your document number? eg 'INV-5648' and if so, is there a reason for this? Do you need the dash? Do you need the 'INV'?
While a lot of people rely on software packages to enter details these days, taking the time to move around the keyboard and enter multiple types of characters uses time - It may not seem like an issue, but making your customers lives a little easier goes a long way; or at least their bookkeeper's
Do you have your bank details on your document? Do you have special characters and spaces in them? Why?
Most banks don't allow a dash, or a space in their BSB and Account number fields, while some do. Some only allow 6 digits to be copied into their BSB field in their system, which means '606-060' or '606 060' need to be edited or manually typed, and manual typing can cause errors.
Do you have online payments set up? If not why? People love paying with CC these days, especially for those points!! If you can get paid instantly, or you have to wait a week or two - which is preferred?
Just small things to think of when you're trying to make it easier for your customers
Send a message to learn more
