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  • Casual Articles - Invoicing - Are You Doing It Right?

    IT Policies Help IT Staff and Reduce Liabilities
    “What do you mean I can’t download … fill-in-the-blank?” As IT managers we are constantly berated by users because they want to do something on their company computer that we know they shouldn’t. But getting users to conform to reasonable standards is a real challenge for most IT departments. We live in the information age and with the benefits of technology come the associated risks and liabilities. The same tools that allow productivity gains have the potential to diminish worker productivity and to expose the company
    r for you.

    Kindest regards J

    What???? How many times did you need to reread that to understand it?

    Here are 7 ways this company failed to communicate effectively with their client:

    1) They failed to make it clear that they planned to 'charge up' the work as they incurred costs.

    2) At no time did they provide an estimate of how much these costs might be.

    3) In their reply they focused almost exclusively on their hourly rate (their issue) when their labor charges were not the main issue.

    4) Nor did th

    Career Change Decisions and Coffee Franchises; Can They Fail?
    Is a franchise in your future, are you looking to own your own business? Is it safe you ask? Well, No franchise is a complete guarantee for success of course and yet it would seem that a franchise which has opened hundreds of units or is well on their way has learned a lot of things the hard way that you most likely do not wish to learn the hard way in your own business when it is all your own money, home second mortgage and kids college funds on the line, literally.So can a coffee franchise fail? Well, yes this i
    Have you ever queried a bill? Can you remember the bad feelings it created?

    Many business people fail to appreciate that the way they price, and the process of invoicing, is a marketing issue. Though the invoice comes down to a figure that is payable, those numbers are symbolic of value; those figures symbolize what your client expected to receive and if they are higher than what they expected to pay they will not be happy.

    A friend hired a landscape gardener to tidy her garden. When she asked for a quote she was led to believe the job was going to cost around $400. However, when she received the invoice it was closer to $700; here is the detailed description the company provided of the work for which they charged her:

    Landscaping works completed including: Full weed & trim gardens, removal ivy & trim back invasive creeper on back fence, cut back hydrangeas, deadwood & feed fruit trees, tidy miniature agapanthus, transplant agaves & miniature agapanthus is main garden, removed lavender, prepared soil for & installed client's own potted color, potted aloe vera, tidied spider plant & jade tree in pots, tidied pathway at letterbox, full fertilise all gardens, derris dusted cabbage trees, supply compost, fertilisers, derris dust, water retention crystals. Full load to tip. Day charge. Total hours 9.5.

    My friend had no issues with what the company said they did, her issue was with the unanticipated expense. When she queried why the invoice was $300 higher than her expectations, here is the reply she received.

    Dear L,

    We had a phone conversation regarding the expected $ for the day. As it was a charge up (not based on the original quote), I stated an hourly rate of $38.50, plus materials and rubbish removal and that we have a day charge of $150 for an 8 hour day, which is reduced if there is less time on site. Basically is equates to $150.00 divided by 8 hours = $18.75 per hour. Times this by the physical time on the job (not by the number of crew hours) i.e: 6.75 hours (9-3.45) including rubbish removal time. So $18.75 x 6.75 hours = $126.55 day/overhead charge.

    The materials and waste removal were quantities not known till the end of the job.

    I hope this is clearer for you.

    Kindest regards J

    What???? How many times did you need to reread that to understand it?

    Here are 7 ways this company failed to communicate effectively with their client:

    1) They failed to make it clear that they planned to 'charge up' the work as they incurred costs.

    2) At no time did they provide an estimate of how much these costs might be.

    3) In their reply they focused almost exclusively on their hourly rate (their issue) when their labor charges were not the main issue.

    4) Nor did the

    Manager or Doer - Which One are You?
    Managers fall into a trap, quite easily when the pressure is on, of doing more of the regular workload that their employees could. It makes them feel like they are achieving more personally, as well as fighting the fires that crop up every day. But this is not a sustainable solution, here's why...Most managers are measured on tangible results. It could be sales, or response times or production output. It is often number related and with this in mind, many managers seek to beef up the manpower
    st around $400. However, when she received the invoice it was closer to $700; here is the detailed description the company provided of the work for which they charged her:

    Landscaping works completed including: Full weed & trim gardens, removal ivy & trim back invasive creeper on back fence, cut back hydrangeas, deadwood & feed fruit trees, tidy miniature agapanthus, transplant agaves & miniature agapanthus is main garden, removed lavender, prepared soil for & installed client's own potted color, potted aloe vera, tidied spider plant & jade tree in pots, tidied pathway at letterbox, full fertilise all gardens, derris dusted cabbage trees, supply compost, fertilisers, derris dust, water retention crystals. Full load to tip. Day charge. Total hours 9.5.

    My friend had no issues with what the company said they did, her issue was with the unanticipated expense. When she queried why the invoice was $300 higher than her expectations, here is the reply she received.

    Dear L,

    We had a phone conversation regarding the expected $ for the day. As it was a charge up (not based on the original quote), I stated an hourly rate of $38.50, plus materials and rubbish removal and that we have a day charge of $150 for an 8 hour day, which is reduced if there is less time on site. Basically is equates to $150.00 divided by 8 hours = $18.75 per hour. Times this by the physical time on the job (not by the number of crew hours) i.e: 6.75 hours (9-3.45) including rubbish removal time. So $18.75 x 6.75 hours = $126.55 day/overhead charge.

    The materials and waste removal were quantities not known till the end of the job.

    I hope this is clearer for you.

    Kindest regards J

    What???? How many times did you need to reread that to understand it?

    Here are 7 ways this company failed to communicate effectively with their client:

    1) They failed to make it clear that they planned to 'charge up' the work as they incurred costs.

    2) At no time did they provide an estimate of how much these costs might be.

    3) In their reply they focused almost exclusively on their hourly rate (their issue) when their labor charges were not the main issue.

    4) Nor did th

    A Professional Demeanor Screams Success
    The importance of a professional business presentation can not be overstated in determining the fate of a new business opportunity. Nevertheless, it is amazing how many times the presenter does not apply these same essential professional requirements to their own person. You only get one chance to make a great first impression. Make the most of it!This goes far beyond the obvious elemental issues of personal care and hygiene. A person brimming with strength, confidence and a professional demeanor commands respect
    ied pathway at letterbox, full fertilise all gardens, derris dusted cabbage trees, supply compost, fertilisers, derris dust, water retention crystals. Full load to tip. Day charge. Total hours 9.5.

    My friend had no issues with what the company said they did, her issue was with the unanticipated expense. When she queried why the invoice was $300 higher than her expectations, here is the reply she received.

    Dear L,

    We had a phone conversation regarding the expected $ for the day. As it was a charge up (not based on the original quote), I stated an hourly rate of $38.50, plus materials and rubbish removal and that we have a day charge of $150 for an 8 hour day, which is reduced if there is less time on site. Basically is equates to $150.00 divided by 8 hours = $18.75 per hour. Times this by the physical time on the job (not by the number of crew hours) i.e: 6.75 hours (9-3.45) including rubbish removal time. So $18.75 x 6.75 hours = $126.55 day/overhead charge.

    The materials and waste removal were quantities not known till the end of the job.

    I hope this is clearer for you.

    Kindest regards J

    What???? How many times did you need to reread that to understand it?

    Here are 7 ways this company failed to communicate effectively with their client:

    1) They failed to make it clear that they planned to 'charge up' the work as they incurred costs.

    2) At no time did they provide an estimate of how much these costs might be.

    3) In their reply they focused almost exclusively on their hourly rate (their issue) when their labor charges were not the main issue.

    4) Nor did th

    4 Secrets of Hula Hoop Selling!
    I admit it.On the week-end, I had an Endurance Hula-Hoop contest with my 8 and 11 year old nieces! They had a fabulous time laughing at their aunt as I fumbled with the purple hula hoop.Of course - they had NO PROBLEM keeping that plastic tube flying!In fact, neither of them even broke a SWEAT.They both said " Auntie - we could do this for hours!"One thing I have on them is old age so I watched carefully what they were doing. (Observation goes a lonnnnnnnnnng way in life.)It took
    , I stated an hourly rate of $38.50, plus materials and rubbish removal and that we have a day charge of $150 for an 8 hour day, which is reduced if there is less time on site. Basically is equates to $150.00 divided by 8 hours = $18.75 per hour. Times this by the physical time on the job (not by the number of crew hours) i.e: 6.75 hours (9-3.45) including rubbish removal time. So $18.75 x 6.75 hours = $126.55 day/overhead charge.

    The materials and waste removal were quantities not known till the end of the job.

    I hope this is clearer for you.

    Kindest regards J

    What???? How many times did you need to reread that to understand it?

    Here are 7 ways this company failed to communicate effectively with their client:

    1) They failed to make it clear that they planned to 'charge up' the work as they incurred costs.

    2) At no time did they provide an estimate of how much these costs might be.

    3) In their reply they focused almost exclusively on their hourly rate (their issue) when their labor charges were not the main issue.

    4) Nor did th

    A Compass - You Cannot Do Without One If You Want To Manage Your Business!
    Time is money. Everybody knows this. Also in business. When you initiate a new project you are not yet certain about the money involved or about the scope of the functionality. One element however is set from the start: The end date.“This project will be delivered on the first of April.” “The new product will be on the market the fifth of December.” “We want this as soon as possible (ASAP).” “Just in Time (JIT).”But an even more important question is: “where are we going to?”It is obvious that this q
    r for you.

    Kindest regards J

    What???? How many times did you need to reread that to understand it?

    Here are 7 ways this company failed to communicate effectively with their client:

    1) They failed to make it clear that they planned to 'charge up' the work as they incurred costs.

    2) At no time did they provide an estimate of how much these costs might be.

    3) In their reply they focused almost exclusively on their hourly rate (their issue) when their labor charges were not the main issue.

    4) Nor did they provide a relevant response -- in this instance the total hours billed for this job were 9.5, not 6.75 as explained in their email.

    5) The reply was needlessly complicated; befuddlement sends the signal they feel they have something to hide.

    6) Nor did they acknowledge the client's feelings. Yes, they provided a left-brain informative response which might be the official line their accountant has suggested they follow but at no time have they addressed the customer as a disappointed human being.

    7) Nor did they show any appreciation for the business. Even though she queried the invoice, my friend let it be known she would pay the full amount. Will my friend use this company again? No. Will she recommend them to someone else? No.

    Many people fail to appreciate that the way they price, and the process of invoicing, is a marketing issue. Invoicing is a process that starts from the moment you first meet the client. Your numbers tell a story and you need a congruent and SIMPLE explanation to accompany them. How much detail you provide on the invoice will depend on how well you have communicated with your client on previous occasions. Your invoices are about communication; be sure you communicate clearly so you gain a happy customer -- one that will recommend you to their friends and not write about you behind your back!

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