There are certain pieces of information that have to be on your invoices if you are charging GST, HST and/or PST. Your invoice must include: â€¢ your business name â€¢ the date of the invoice â€¢ your Business Number (also known as the GST Registration Number) â€¢ the purchaser's name â€¢ a brief description of the goods or services performed â€¢ the total amount paid or payable â€¢ the terms of payment â€¢ an indication of items subject to GST at 5% or HST at the appropriate provincial rate, or that the items are exempt, and either the total amount of GST/HST charged, or a statement that the GST/HST is included and the total rate of tax â€¢ if applicable, an indication of items subject to PST (also known as RST) at the provincial rate, or that the items are exempt, and either the total amount of PST charged, or a statement that the PST is included and the total rate of tax.
Dealing with this volume in a manual operation was causing several problems. Invoice processing was extremely paper intensive; a considerable amount of time and effort was spent data inputting, chasing paper invoices and filing. It was often difficult to locate invoices and the AP team would waste time contacting the business users to trace invoices. This resulted in a lack of efficiency and a lack of control over the process. There had also been an issue of making a number of duplicate payments.
Thank Them, and Ask Them to Thank You _ must be sincere Money is often a touchy subject, so politeness about it is a good idea. Your clients are paying you money that they've earned with blood, sweat and tears, so let them know you appreciate it. You should also invite them to contact you if they have any questions and, more importantly, make it clear that you appreciate their present (and future) business. Some people also welcome testimonials; for example, by adding, "Let us know how we did. Write a testimonial and sent to... " If you're building your website's testimonials page or want to complete the feedback loop, this is a great way to get clients to give feedback on your work. If they have suggestions for making the process smoother, it's also a great opportunity for you to improve.