Tag Archives: Invoice

Making Sure Customers Can Find You

Once you have a customer, you want to make sure that you continue to get their orders in the future.   There are a variety of different methods you can employ to ensure that your customer will always have your contact information handy.

business card

business card (Photo credit: Sean MacEntee)

Reorder Labels

The first thing I recommend is that you have re-order labels that you put on your product.  Depending on what you sell, this may not always be possible, but try to locate a place where you can put your name and contact information on your products.  I recently was looking for a consultant I had ordered from in the past, but as she didn’t use re-order labels on her product, I couldn’t find her.  I even went through my emails but there was nothing.

Catalogues

A catalogue is an obvious location to put your information but people may not always keep them.  But due to the small cost of the label, make sure you put one on every catalogue that you hand out.  I have had people contact me a year later with their catalogue and wanting to place an order.

Business Cards

Another no brainer is to give out business cards to everyone you meet.  I always put three business cards in every order I deliver.  It does not matter if it is the person’s first order with me or their tenth, they still get cards.  You never know when they are going to want to contact you for something or a friend will want your contact information.  Women tend to hold onto cards for a very long time, so you should be giving these out to everyone.

Invoices

I suggest that you place your contact information on your invoices.  Whether you use a stamp or a sticker is your choice.  Not only does that allow them to contact you if they need to make a change with their order but chances are they will keep that invoice around and will have your information for the future.

Magnets

Magnets are a great option as your customer can put it up on their fridge and they will likely never lose it.  I do not know about you, but the magnets on my fridge have been there for years.  They are useful for holding things in place even if they are not places I have patronized for a long time.  But if I need to contact those places, the information is right there.

Regardless, it is important that you customers have a way to contact you whether it is a week since they last saw you or a year.  Make it easier for them by giving them your information multiple times and hopefully they will hold onto one to use later.

Enhanced by Zemanta

Keeping Track of Papers for Tax Time

Come tax time, if you cannot find the paperwork, then it is hard to claim it.  You can, but if you get audited, they are going to want to see the paper to back up your claim.  For this reason, it is a good idea to keep organized through the year so when the tax season sneaks up, you are ready for it.

Image by Getty Images via @daylife

Envelopes/Folders – You can organize your direct sales paperwork in a variety of ways. For me, I have found that having a large brown envelope is a great way to do it.  I have one envelope per month for sales and have it organized as such – party summary (from my company’s backoffice) and receipts relating to the party attached.  I also write the order number on the receipt just in case they get disconnected.  As I do not have a lot of expenses beyond what I purchase from my direct sales company, I have just one envelope for expenses.  I could easily itemize these out by month or by type.

Electronic Files – Just like my paper files, I have a folder on my computer for all my electronic invoices.  I have them sorted out by type of invoice (party, supplies, long distance, credit card) and sort them into those folders and make sure each file is labeled by date.  A few clicks and I am able to find anything that I need.

Excel Spreadsheet – I do all my accounting via Excel spreadsheet as I find it easier than using software.  But, software definitely has its advantages such as being able to prepare a report for you at yearend to use for your taxes.  That said, if you are not comfortable with either option, a spreadsheet with a list of various expenses is a good idea to prepare for your tax accountant.  I recommend a few columns though:  Item, Purpose, Date, Amount less tax, Tax.  This will help your accountant classify the expenses and record them in the correct spot.

One of the best things you can do for yourself is keep on top of your paperwork and have it sorted out.  This creates less stress later on and you will likely find it helpful throughout the year.

Enhanced by Zemanta