How to Automate Invoices for Your Small Business

“Invoice.” Just reading the word might make you cringe. Tedious admin tasks aren’t exactly the most exciting part of running a business, are they?

But like it or not, invoicing is a necessary part of small business life—especially if you want to get paid. Sure, there might be a few out there who’d say, “Invoice schmimvoice—I don’t need the money; I’m already set for life!” But for the rest of us, invoicing is essential.

What if there was a way to cut down on invoicing time, so you could focus on the aspects of your business that truly excite you? Enter invoice automation—a solution that lets the invoices flow automatically while you keep your attention on the big picture.

Lucky for you, platforms like Keap make this process a breeze.

How to Automate Your Invoices:

1. Connect an Online Payment Software

To get started, you’ll need a PayPal or Stripe account. If you already have one, great! Now, simply connect your account to an invoicing platform like Keap.

Go to SETTINGS and then PAYMENT PROCESSING. Select your currency and link your PayPal or Stripe account.

Don’t forget to enable credit card payments—this will come in handy for your customers later on.

2. Fill in Customer Contacts

With your payment account connected, it’s time to enter your clients’ information. Head to the CONTACTS section, where you can add new contacts and manage existing ones.

Pretty straightforward, right?

3. Send an Invoice

Now you’re ready to get paid!

Select the customer you’d like to invoice, navigate to the PAYMENT section, and click ADD PAYMENT INVOICE.

Since you’ve already filled in your customer’s details, all that’s left is to name the service you provided. Sending an invoice becomes as simple as clicking a button.

Even better, you can set up automatic monthly payments, further reducing the time you spend on invoicing.

And guess what? This automation isn’t just a time-saver for you—it makes life easier for your customers too. They can easily click a link to pay via credit card, and if they prefer, you can even enter their card information for them.

It’s a win-win for everyone!

You’re All Set!

Voilà! You’ve now set up your automated invoicing system. And you know what that means? Those repetitive admin tasks are a thing of the past. Now, you can spend far less time on invoicing and way more time on the parts of your business that light you up.

“Invoice.” Not such a dreaded word now, is it?

Need help setting up automation for your business? Don Creative Group is here to help you streamline your processes and reclaim your time. If you need help creating your invoice automation system–or want to use Don Creative Group’s Keap software at https://doncreativegroup.com/keap/–reach out to us today!