Category: ALL

Home / Category: ALL

getting-started-payoneer-envoice-learn-get-paid-less-minute

Running a business is one great personal challenge. You have to plan your time wisely to be effective and productive in the available time. With limited resources, this means that you need to focus more on delivering to your clients and minimize the effort for side tasks.

This is where Envoice comes into place.

Envoice is a simple invoicing app which let you create invoices in less than a minute. To ease up the getting paid struggle, there is an awesome integration with Payoneer. Once your account gets connected, you will be able to receive payments for your work instantly.

Let’s learn how it can be done.

Login to your account

Open your browser and navigate to https://www.envoice.in/login

Navigate on New Invoice

Open “New Invoice” from the main menu to create a new invoice.

Click on “Connect with Payoneer” button from the invoice toolbar

On the invoice toolbar, under “RECEIVE PAYMENTS” section, click on “Connect with Payoneer” button. This will navigate you to your account settings where you can connect your Payoneer account.

Once you are there, click on the “Connect” button. You will be redirected to the Payoneer page. If you already have an existing Payoneer account click on “Click Here!” button.

Type your credentials and click on the “CONTINUE” button.

If your Payoneer account is eligible for connecting to third party services, you will be redirected back to your account settings page.

You can return back to your “New Invoice” tab or you can simply click on the “Create Invoice” button to prepare your invoice.

After you’ve filled the required information on the invoice, under “RECEIVE PAYMENTS” section in the invoice toolbar, click on “On Payoneer” toggle to enable getting your invoice paid on Payoneer.

At this stage, your client will be able to pay your invoice on your Payoneer account. Click on “Save & Preview” to review your invoice before sending it to your client.

On the preview page, verify that your provided information is valid. Once you can confirm, click on “Send” button to send the invoice to your client.

How your client see the invoice?

This is the most interesting part. By now you must have wondered how the invoice is going to pay you. Your client will receive a link to the invoice. Once he click on the link the invoice will be opened.

By clicking on “Pay with Payoneer” button a popup will be loaded. The requested information will be filled by your client and you will get your funds on your account once Payoneer approved the transaction.

Easy as 1, 2, 3.

FAQ and Issues

What are the Payoneer fees?

You can calculate their fees on our calculator: https://payment-fee-calculator.envoice.in/

Can my client pay my invoice from his bank account to my Payoneer account if his account is not connected to Payoneer?

If the client wants to pay you from his bank account, he has to connect his bank account to a Payoneer account, otherwise, he can pay you directly on your Payoneer account with a company credit or debit card without owning Payoneer account.

Can I get paid with PayPal while I receive the money on Payoneer?

If your client pays you via PayPal you will receive your funds on PayPal.
We do not interfere with the transactions.

Are there any limitations that I need to be aware of?

Make sure the invoice amount and currency is according to the Payoneer requirements.
Amount limit
Total amount must be between 20 and 100000.
Supported currencies
The sender needs to configure his Payoneer account to accept USD.
Payoneer supported currencies are EUR/USD/GBP/CNH/JPY.

https://uploads.intercomcdn.com/i/o/21557807/c18e42864690c40c141fddc5/Pasted+image+at+2017_04_05+04_51+PM.png

Who is going to pay the transaction fee? – Me or my client?

You need to discuss that issue with your client. The payment popup will offer your client to decide who is going to pay for the transaction fee. It can be either you or him.

I can’t connect my account on Payoneer. Payoneer shows me an error on login.

This is an account compatibility issue. The official Payoneer response it that if an account has been created by a third party provider it might not be enabled to be integrated with Envoice.
To resolve this issue, open a new Payoneer account and write an email reachout@envoice.in. Our support team will take care of the rest.

My client paid my invoice and got both success and error message.

In case your client’s card is locked or does not have enough funds, Payoneer will show success message for the card information and…

… and then will deliver a failed to execute transaction email

My client gets an error when trying to pay the invoice.

This is an account compatibility issue. The official Payoneer response it that if an account has been created by a third party provider it might not be enabled to be integrated with Envoice.
To resolve this issue, open a new Payoneer account and write an email reachout@envoice.in. Our support team will take care of the rest.

envoice-sample

As freelancers, it is expected to care most about finding and signing a contract which is going to pay the bills. Speaking of which, freelancers got to the usual routine: register at Upwork, Freelancer or similar job searching sites, find a job and start earning. – most of all beginning of the comfort zone.

We’ve discussed with our friends, who has been freelancing for years, about how they are invoicing their clients and we were surprised by the results.

To sum it up in one response: “Upwork/Freelancers/Any similar site handles that for me” – was the common answer.

As a result of their feedback, I decided to write this post. Let’s start…

 

 

1. It is all about credibility

First, of all swimming with the sharks requires you to take your correspondence to next level. If you work as a freelancer for a company it is most likely that the company will require your invoice for its accounting to justify their expenses. Therefore having a front face before the client, will tell your clients about your level of professionalism.

2. Easier for your clients to find you

Another fact is that if your clients’ need similar services in the future they can easily compare the prices between different freelancers to compare rates and expenses. – Therefore a decision to hire you again can be easily made.

3. Understand your financial conditions

Keep your friends close but your financial situation closer. You have to understand how much you earn and what type of work is most profitable for you.

Most of all invoicing means asking for payment. Also, it will help you to understand how much you’ve earned, paid and you are due to your customers.

4. Refer to your invoice if it hasn’t being paid

Furthermore, your client can find the invoice by its unique number and check the status.

5. Respect your law

Because of the fact that in some countries, it is illegal to work without invoicing, you can to justify your income.

Your effort to create an invoice will have a positive effect on your brand. Keep your invoicing simple and branded.

Find your most financially lucrative freelance services

As freelance professionals, we are best at a limited number of freelance services we are offering. As such we should focus on what we do best. And what is most financially lucrative for us.

The question to be asked is “How do we know what is most financially lucrative service we can offer?”. Speaking of it, we can easily answer this question. If we look at our financial details in the past years.

Selling logos has brought us more financials. That means we should put our focus creating logos instead of focusing on low-income jobs.

If you feel that you can contribute to our collections with your blog posts or some other blogs worth sharing. Feel free to reach out via our in-app messenger or on reachout@envoice.in.

How to handle customers who won’t pay

If you’ve ever found yourself in such situation with your customers. Don’t worry there are several things you can try to get paid.

  1. Offer your customers to pay their due in several payments;
  2. For the hard nuts – call them daily;
  3. Try to understand the reason behind that behavior;
  4. If you’ve signed a legal document, discuss with your lawyer;
  5. Ditch the client if the amount is insignificant – your health is your priority;

If you feel that you can contribute to our collections with your blog posts or some other blogs worth sharing. Feel free to reach out via our in-app messenger or on reachout@envoice.in.

How to increase your earnings from less paying customers

We all have had some less paying customers who just wanted a small portion of work to be done. A fix here and there.  Some color changes, small copy changes on the landing page.

Those gigs can have a hidden potential and we should try to get from them as much as possible.

First of all, we should schedule a meeting with our client. To understand his vision about whatever he is trying to build. After we have this meeting we will have a better understanding of our client’s business.

Furthermore, if you’ve been paid to do some small UI changes, you can offer your client service to assess his current user experience. And to improve over what he has at the moment.

Basically, the idea is to understand his business and offer your services to help your client out.

If you feel that you can contribute to our collections with your blog posts or some other blogs worth sharing, feel free to reach out via our in-app messenger or on reachout@envoice.in.

7 ways to thank your top customers

As successful freelancers, we have to maintain good relations with our top customers. This will help us to bring our relation to the next level and to improve our collaboration.

There are many ways to say thank you.

Write a thank you note;

  • Invite your customers over for a dinner;
  • Send them a gift – People do like books;
  • Praise them on your social media channels;
  • Send them a treat;
  • Give them a discount;
  • Send them a swag;

If you feel that you can contribute to our collections with your blog posts or some other blogs worth sharing, feel free to reach out via our in-app messenger or on reachout@envoice.in.

Knowledge-Center-Your-Collections

As professionals we believe that we need to educate ourselves daily and each time to learn something new. Expanding our knowledge will help us to become better and more efficient at our work. Becoming a better professional is our duty.

In Envoice we have collections, like those on Product Hunt, crafted by our community, which will help you to learn more about a certain topic.

Together with our community, we’ve prepared several collections for you to start with:

  • Tutorials and how to’s;
  • Clients & Gigs;
  • Managing projects;
  • Leading teams;
  • Brand development;
  • Productivity;
  • Communication skills;
  • Learning skills;
  • Managing finances;
  • Legal;
  • Community;
  • Member stories;
  • Featured;
  • Life & Fun;

If you feel that you can contribute to our collections with your blog posts or some other blogs worth sharing, feel free to reach out via our in-app messenger or on reachout@envoice.in.

Stay in the loop with the Action Center

In Envoice we have several ways to inform you about your latest activities regarding your invoices. In case you’ve missed out our emails and SMS messages, you can always return to the action center to find out the latest activities for all of your invoices.

You will be notified of the following events when an invoice has been:

  • Created;
  • Set as draft;
  • Duplicated;
  • Sent to the client via email;
  • Sent to the client via SMS;
  • Sent to you via email;
  • Sent to you via SMS;
  • Opened by the client;
  • Viewed by the client;
  • Rejected by your client;
  • Updated;
  • Marked by you or paid by your client;
  • Marked as unpaid by you;
  • Marked as overdue;
  • Paid on PayPal;
  • Paid on Stripe;
  • Sent to your accountant;
  • Downloaded as PDF by your client;

If you’ve already got exhausted from reading the list, don’t worry you will learn them on the way. You just need to focus on your business and let us do the rest.

Rule number 1 to have a flawless collaboration with your accountants

Accountants are one of the most important professionals you will want to have on your side.

They are the ones who handle your finances, calculate your taxes and creating financial cards. Or in other words taking care of your numbers and how your business is doing.

As such it is of big importance to keep them in the loop, notified about your earnings and expenses.

If you are a type of person who forgets to send his invoices on regular basis now that can all be changed with Envoice. Select your invoice and click send to the accountant.

Make your accountant happy and updated.

Save time with duplicated invoices

If you ever tried to maintain your invoices manually in Word, you have definitively tried to copy-paste your previous invoices from your long-term client, creating duplicated invoices. We used to do that as well.

With this approach, there is one downside… – We can easily end up sending an invoice some incorrect information it:

  • Wrong Invoice Number;
  • Wrong Issue Date;
  • Wrong Due date;
  • Wrong P.O number;
  • Wrong Price;

Having an app to cross-validate this for you can be very helpful. In Envoice we take an existing invoice and prepare all of this information for you. It is easy as Duplicate -> Send.