Archive for billing

Just Say No: Three Reasons the Customer Isn’t Always Right

It’s 11:30 pm. My wife has already gone to bed. I was cramming to get an ad
done for the paper the next morning. The phone rings. It’s the client’s assistant.

“So? Is it okay?” I ask.

“She hates it,” she replies.

“Did she say why?”

“No.”

Frustrated silence. After a fruitless exchange of profanity and exasperation
we get off the phone. My wife is exhausted and livid at this ungodly hour.
So I turn off the ringer and go to bed, knowing full well that the assistant
is still furiously trying to get through to me and leaving messages on my voice
mail. I have a choice here between my wife and my client. I choose my wife.

Needless to say, I lost the client, including payment for several unpaid invoices
totaling in the hundreds of dollars, not to mention a great deal of lucrative
future work. That money is gone.

The next day I sent an email apologizing for dropping the project right before
the deadline. I swallow my pride and try to explain my actions without placing
blame on their boss. I was cornered and had to choose between my wife’s
well being and stretching to accommodate what most people may consider an unreasonable
expectation without any kind of guidance or support. In retrospect, I do not
regret losing this particular client. I simply regret the way in which it happened.

The business mantra of client service is that ‘the customer is always right’.
And customer satisfaction will always trump price and product at every turn.
It is what distinguishes one business in a sea of intense competition and gives
individual small businesses an edge over more established organizations. Serving
the client should be priority one for any successful freelancer. But, as in
life, there are no absolutes.

Freelancers choose to freelance because they are afforded freedoms and choices
their workaday colleagues lack, including whether the next project is worth
taking on. I’ve
had to learn the hard way that it’s
perfectly okay to feel free to say ‘no’.

This is difficult, especially when you’re just starting out and building
a client base or when your funds are running low. But in today’s more
robust economy, we are afforded a greater degree of economic stability and
safeguarding than our predecessors had in the time of the Great Depression.
As such, we are more free to make better choices for ourselves.

Here are three common instances when it’s okay to turn down a customer.

The Work Compromises Your Values
You’re offered a contract that helps promote a corporation that uses
third world slave labor or pollutes the environment or exploits workers without
due compensation. Perhaps you belong to a faith group and the
work could violate your beliefs. You have every right to turn down work that
bothers your spiritual or social conscience. You will sleep better at night
and possess a clear mind to better focus on your work.

The Work Compromises Your Life Balance
Sometimes, too much work is a good sign that your business is growing by leaps
and bounds. But if you’re like most freelancers, you probably work
alone. You run the hazard of taking on too much and something will give,
either in the quality of your work suffering or making a late submission
past the agreed deadline, or even worse, neglecting the most important aspects
of your life such as getting enough rest or spending time with loved ones.
No amount of prosperity is worth jeopardizing your own health or valued personal
relationships.

The Work Compromises Your Professional Worth
The mantra must be repeated: never do work on spec. It’s fine to volunteer
your skills to a charitable organization. You may even be able to get a charitable
donation tax receipt in lieu of your time. But never dedicate your valuable
time to be compensated at slave wages or way below your pay grade. Your rate
reflects your worth and if you value your highly-skilled work, you will charge
accordingly. By low balling your billing, you not only undervalue yourself,
but you undermine the worth of your profession and of all your peers in the
same discipline. If a client is looking for a deal, tread carefully,
but don’t
sell the store. It’s
better to lose him or her as a client and take that time to serve another
customer who respects your value as a professional.

Again, the client’s satisfaction is paramount to any competitive business.
But it’s your business and you reserve the right to protect
your worth and integrity. By politely refusing the occasional instance where
a project or client keeps you from maintaining your high standards or living
a balanced lifestyle, you leave room for success that’s more than just
monetary.

Original post by FreelanceSwitch.com

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Bill4Time Billing and Invoicing Software Reviewed

Freelancers are always on the lookout for the best way to do their billing, and you will often see the question come up on the FreelanceSwitch forum, “What is the best billing/invoicing software?â€

For this reason FreelanceSwitch sent me out to review the software Bill4Time.

Bill4Time is a web-based time billing and project management tool. According to the website it is ‘designed to handle time and expense tracking & billing, project management, document filing, and scheduling for firms who bill for their time.’ But how does it stack up to the needs of the average freelancer?

Bill4Time is fairly straight forward billing program, it allows you to enter all your clients, open new projects associated with those clients, and then track and bill all your time on those projects. The setup is easy; allowing you to set your billing rates -both standard and overtime- and it even allows you to add other users with their own billing rates in cases where you are collaborating on a project with other freelancers.

As I watched the demo I was pretty impressed with all the things Bill4Time could do ( I did notice that they changed the oddly named section ‘Matters’ to ‘Project’ in the current version – thank you! ). I was particularly impressed with the way the software integrated with your PDA. It looked slick and very accessible. My excitement however was short-lived when I started to actually use the program.

Clunky Scheduler

The scheduler left a lot to be desired. It has a typical interface that allows you to schedule meetings and reminders on certain days, and choose when you would like to be notified. This is where it starts to break down.

The scheduler uses the web to alert you via a popup window. That means that your browser is probably going to block your alerts unless you tell it to always allow popups from the Bill4Time website. Also, you will need to keep your browser window open and logged in to Bill4Time if you want to receive any alerts. And the deal breaker for me -there is no calendar sync with Outlook/Google Calendar/iCal.

Limited Invoice Personalization

Recently Bill4Time added the ability to add your logo to your invoices. It was nice touch, but still left a lot to be desired as far as the personalizing the look on your invoice goes. You cannot change the colors, layout, or even the font size. The resulting invoice comes out rather plain and generic.

Where do record payments?

It was relatively simple to make up an invoice, but what happens when I receive the payment? I searched high and low for over ten minutes looking for the way to add payments. I know there must be a way to do it since the demo showed it being done. But do you think I could find it? I gave up after 15 minutes. A user should not have to play hide and seek with your interface. A section as important as ‘Receive Payment’ should be front and center.

Conclusion

I really wanted to like Bill4Time. The demo made it look like a slick tool for the freelancer on the go, but the reality fell short. I am not really sure what Bill4Time is trying to do, it isn’t feature rich enough to replace your current accounting software, and it’s too confusing to be a simple time tracking tool. It seems to being trying to do too many things and has ending up doing them poorly. The software is in continual development so I hope they will continue work in some more improvements. Till then, I would give it a pass.

Highlights

· Web based access allows you to connect to the software from your laptop or PDA.

Lowlights

· Poor interface means you will be searching for simple things like ‘receive payment’

· Scheduler will not sync with your calendar program of choice

· Monthly fees coupled with rather steep restrictions for a basic account (a limit 20 active clients and 30 projects)

· You will still need to run accounting software, so why not just run everything from there?

Travis King is a freelance designer and burgeoning coffee snob. If you have a product or service that you would liked reviewed for FreelanceSwitch, contact Travis at travis@greenteadesign.ca.

Original post by FreelanceSwitch.com

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