Author: Marjan Nikolovski

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Envoice now works with Square #workswithsquare

Tailoring new features, expanding and improving the Enovice experience to our current and future users and firmly working on developing new partnerships are our team’s primary goals. And we are celebrating every small or big step towards achieving those goals.

That is why we are excited to share with you the news that recently we partner with Square to bring Envoice closer to Square users. This way everyone that are possessing payments through Square, can now create and send professional invoices and get paid online safe, secure and on time with Square.

 

Envoice now works with Square #workswithsquare

 

Square makes it easy to accept payments anywhere, helping you to grow your business faster. It’s simple to set up – sync your accounts and start selling. You’ll pay flat rates — 2.9% + 30¢ per online transaction, no hidden fees. And you’ll receive deposits in one to two business days.

Try out Envoice here

view-all-invoices-client-view

With this release, we are pushing another great functionality per your request – The Client View.

As a result, your clients will be able to access all of the invoices issued to them.
So rather going back and forth with emails, we’ve enabled your clients to:

  • Filter invoices by Quarter (Q1, Q2, Q3, Q4);
  • Filter invoices by 1st and 2nd half of the year;
  • Filter invoices by the current year;
  • Filter invoice in custom date range;
  • List invoices based on status (Total, Paid, Unpaid, Overdue);
  • List of invoices and filtering based on number, Issued On, Due Date, Total and Status;

As a result of this new feature, your clients will be able to access the client view via any invoice issued to them by clicking on the “View All” button as shown in the image bellow.

Finally, if you have any questions or suggestions we are open for ideas. Get in touch with us via the in-app chat or via email reachout@envoice.in.

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-gigs-pitching

Every year freelancing culture is spreading and more people want to be part of it.

People want to have a control over their time, flexibility and money. Also if you’ve listened to the successful examples in your circle, it seems like, becoming a highly paid freelancer is like taking a candy from a baby. Isn’t it?

Assuming that you’ve already decided to leave your full-time job, you better gear up and start planning. Landing your first gig might not be as fast and easy as you’re thinking.

Therefore before you start searching for a gig there are several steps you need to wrap up in order to leave a positive impression when pitching to your potential clients.

1. Polish your freelancing portfolio

First of all, I would recommend to ditch your classic CV and to create a personal website or a modernistic offline version of your portfolio.

Especially relevant is that your portfolio should be focused on your best performing services. Focus on the two to three services where you are best at.

Let’s have a look at Sean Halpin’s personal website. He clearly states that he focus on minimalist design, typography and content. If a potential client visits his page, he will understand what this guy can do and if those services are of value for him.

 

 

After the initial introduction, if the potential client is interested in Sean’s professional working experience, he can see the actual projects on his portfolio page.

2. Learn more about the client you are going to pitch to

 

 

“Try to sell your skills” is often misunderstood with “try to produce business value with your skills”. I’ve seen this numerous times when trying to find a professional to collaborate on a project.

Let’s try with an example:

 

A client asks for a CRM solution

We are looking forward to creating a clean CRM app designed for sales professionals in mind;

And we believe that our CRM should enable a sales professional to easily and intuitively manage their contacts, contracts, and events.

Our CRM app will be a handgun for salesmen.

 

Ineffective pitch by a freelancer:

 

Hi,

Hope this mail finds you in best of your health!

My name is John, from London. I offer development solutions for Mobile and Web using agile methodology.

I am experienced in cutting edge technologies like Angular.js, Backbone.js, Node.js, .Net, PHP (CMS), HTML5, Python, Magento, Ruby on Rails for web development, Responsive designs, E-commerce etc.

I can work with you Full/Part time/Hourly Basis.

I’d be happy to send you details of the past work and assure you best services at affordable prices. I am happy to assist you as your dedicated backend technology partner.

Looking forward to speak with you.

 

Why this type of communication is ineffective in the first place? Looking at it we can identify the following flaws:

  • This freelancer clearly ignores the initial request which is a need for a CRM application;
  • He focus on his skills rather on the delivery and his experience in delivering CRM applications;
  • Laying out too many details to start with:
    • Technologies;
    • Working methodologies;
    • Full/Part-time/Hourly Basis;
    • Price;
  • The communication ends without any action point to be taken. What will be the next move after this email?

 

Effective pitch by a freelancer:

 

Hi Peter,

My name is John, a developer from London. I’ve seen your project and I would like to collaborate with you on delivering the simple and intuitive CRM.

As one of the developers of Highrise – Simple CRM for small business, I have the opportunity to understand the client’s needs. I believe that we can use the feedback to create a simple and intuitive CRM.

If you are available, I would like to schedule a call on Thursday at 12:00 to learn more about the project.

Kindest regards,

John

 

What makes this communication effective? Let’s have a look:

  • The freelancers states that he has knowledge and expertise in the domain;
  • He focus on the business value to deliver a simple and intuitive CRM solution;
  • Keeping it straight to the point:
    • Simple and short messaging;
    • Understands what is important to the client;
  • He asks the potential client for a meeting. – The ball is passed to the client.

3. Before the meeting

 

 

You’ve got a positive reply from your client. The meeting is scheduled. – Hooray!

First of all, a good meeting always starts with an agenda. Before you start make sure you write down all of the different topics you want to discuss with your client.

In addition, a good meeting agenda should cover the following topics:

  • Analyze their competitors to understand your client’s direction;
  • Proper Introduction – Tell your part of the story and listen to their part of the story;
  • Discussing the project – Lean about the project itself; Learn about the business priorities; Understand how you can help them with the execution; Find out the extra step that you can take to make them feel special;
  • Discuss the project timelines – Try to find out when they plan to start and if the timelines are realistic enough;
  • Discuss the budget – Don’t be afraid to ask about the estimated budget. Estimated budget might not be the final one;
  • Propose a date to send them an estimate, required budget, and a timeline;

Finally, the action point of the meeting should get you all of the answers for you to be able to create an estimate. If there are different variables that you require for your estimation, don’t forget to put them on the meeting agenda.

4. Preparing an estimate

 

 

Most noteworthy to be able to understand the workload, you need to translate the project into numbers. This means that you will need to calculate the amount of work required for you to deliver the project.

The question is how you can create this estimate?

Creating an estimate consists of two parts:

  • Identifying the action items(tasks) that we need to do for a goal to be reached;
  • How much time it will take for a task to be completed in the different phases of the project;

For example in software development, you need to consider the time required for every task in a different phase:

  • Analysis;
  • Design;
  • Development;
  • Testing;
  • Feedback;
  • Polishing and Cleaning;
  • Deployment;

If you are interested to learn more about how to prepare an estimate and reach your goals, check my blog post Time management – What high achievers want you to know.

When you will feel ready, communicate your estimate with your client. You should clearly specify the timeline, the team (if any) and the budget;

Don’t forget to ask for a second meeting to discuss the details and to close the deal.

5. Closing the deal

 

 

You’ve got a reply with confirmation for the meeting. Gear up and get ready for it. There are some action items that you will need to consider before the meeting takes place.

Action items:

  • Show appreciation for time to discuss so far;
  • Ask them about their view on the estimation;
    • Discuss the timelines;
    • Agree about the budget;
    • Talk about the future;
  • Once they agree on your estimate, you should agree on the following:
    • Signing up an agreement;
    • Agree on how you are going to get paid:
      • 30% before the project starts;
      • 50% after 80% of the project is completed;
      • 20% after the final delivery;
    • Discuss the responsibilities;
    • Communicate about the guaranty of the delivery;
    • Project start date;
    • Discuss what are your requirements before the project starts:
      • Requirement specification;
      • Design;
      • Meetings schedules;
      • Feedback schedules;
      • Retrospective meetings schedules;
      • The person responsible for the project;
      • The person responsible for your payments;

In conclusion, make sure that all corners are covered so there are no surprises from both sides. Both you and your client should be happy.

Close this meeting with an action item for you to prepare a document on how the collaboration would work. Make sure you invest your time into educating your clients about the way you work and how your process will have a positive effect on the collaboration.

If there is a positive energy and ambient and an agreement has officially been made, congrats on landing your gig. Send a thank you email and start planning with success in mind.

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.