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5 Ways InvoiceASAP Boosts Your Customer’s Experience

InvoiceASAP is great for sending invoices on the go, but that isn’t the only reason our customers love us. 

Our customers love us because their customers love us. 

InvoiceASAP is one of the most popular mobile invoicing tools out there. It has a simple interface, syncs well with different accounting software, including Quickbooks and Quickbooks Desktop, and works across multiple devices.

But scratch beneath the surface and you unlock so much more. The InvoiceASAP platform can double up as your biggest customer service ally, helping you to inject greatness into your interactions with clients.

Here are five ways you can truly delight your customers with the power of InvoiceASAP…

 1. Tailor Customer Experience Through Personalized Notes

Isn’t it nice when someone provides you with a service and it really feels like they know you? Like when your Cleaner remembers how you like your fresh laundry folded, or when your Landscaper brings along doggy treats to mellow your 80lb German Shepherd pup in the backyard. Even something simple like your favorite restaurant knowing your name and remembering how you like your favorite meal. 

That warm fuzzy feeling – it’s great, and it’s what keeps customers coming back. What’s even greater is that with a little help from InvoiceASAP, it’s super easy to provide this kind of service to your customers.

The Customer Notes feature on InvoiceASAP allows you to add private notes about your customers to share internally. 

Get familiar with it. 

If used right, it can really help to supercharge your customer interactions.

Whether you use InvoiceASAP as a team or you’re just a one-man-band, this feature will allow you to store notes so that you can provide a more tailored service to each of your customers.

Now, you and your whole team can personally get to know your customers and give them the personalized service that will keep them coming back and feeling like family.

Here’s how to add customer notes on a mobile device:.

Check out our forum post on adding customer notes for more info.

2. Easily Download Customer Data and Send Exclusive Updates and Deals 

Did you know that you can download data from InvoiceASAP? Well, you can, and what’s more, you can do a ton of amazing things with this data to improve customer experience.

If you have a company update or special offer you want to share directly with customers, you can easily pull contact data from InvoiceASAP to get in touch with your customers en masse.

When you download data from InvoiceASAP it gets stored as a .csv file on your computer which you can then upload into an Excel spreadsheet. If you’re a bit of an Excel whizz you could even filter your customers by city or state or by the products or services they’ve purchased then send them targeted email or mail.

A quick guide to downloading data:

  1. Head to the Manage Account website ( and log in
  2. Click on Reports
  3. Select the report category (i.e., Invoice Reports) and then the specific report you would like to view
  4. Here you’ll see a list of all the data in that report. Use the calendar to search for data within a specific timeframe
  5. Click Export

3. Attach Before and After Photos to Your Invoices

If you fix, build, clean, create, paint or do anything that visually transforms something – start adding photo attachments to your invoices and estimates.

This is a great tool for showing proof of work and demonstrating your incredible handiwork, giving customers another reason to keep coming back.

One InvoiceASAP user we recently spoke with told us why he loved this feature. Working in the maintenance industry he was required to send out proof of work to clients after a job was completed as they were often not able to sign-off on the work in person. He’d send out an estimate with an image of what he was working on before the fix, then after the job, he’d attach an image to the invoice. Not only did it demonstrate his great work to clients, but it was also super easy to do.

Check out our blog post on adding proof of work photos to invoices, to learn how.

4. Offer More Ways For Your Customers to Pay

Make it easy for customers to do business with you and they’ll be more likely to come back. 

We’ve all been there before – you’re midway through an order at the local coffee shop to find they only accept cash and you are penniless aside from your bank card. What do you do? Go off in search of the nearest ATM? Maybe. Cancel your order and walk away? Probably.

The same thinking can apply to any one of your customers at the point you make a sale. By limiting your payment options, you limit your customers.

With InvoiceASAP it’s really easy to add new payment methods to your account. The payment services that we connect to include Square, PayPal, and WePay.

By broadening your payment options, your client will not only be happier, you’re also more likely to get paid faster. After all, the hard part is getting customers. Accepting their money should be the easy part.

Quick guide to adding a new payment method:

  1. Head to the Manage Account website ( and login
  2. Click on My Payment Methods
  3. Select the payment service you wish to connect your InvoiceASAP account to. If you want to add Square or PayPal, you will need to create an account with these services before you can connect.
  4. Click Save then follow the setup instructions.

To add Square, PayPal or you will first need to be on a Base, Plus or Biz plan. If you’re not already, you can upgrade here.

5. Audio Notes Add a Personal Touch

A little personal touch can go a long way. That’s why we decided to introduce audio notes for invoices. With this feature, you can record a short voice memo and attach it to a client’s invoice or estimate.

Maybe you have further comments to share on the work carried out, or you just want to add a friendly greeting. Whatever you do, see it as an extension of your great customer service and make your customers smile.

Learn how to add voice memos to your invoices.

Boost Your Customer Experience with InvoiceASAP!

So now you have the knowledge, what are you waiting for? Get delighting those customers!

Get started with InvoiceASAP by signing up for your free account. We’ll make invoicing your customers easier, while also helping you personalize your invoices and boosting your customer interaction.