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Best PracticesApril 5, 2025

Setting Invoice Expectations: The Essential Client Onboarding Script

By Andrew Hickman

Setting Invoice Expectations: The Essential Client Onboarding Script

The best way to get paid on time is to set clear expectations before the first invoice is ever sent. Use this script for client onboarding.

The first meeting with a new client is when you establish the payment relationship. If you don't discuss payment, you've already lost leverage.

Why Clear Onboarding Matters

  • **Establishes Professionalism:** Shows you are serious about your business.
  • **Avoids Disputes:** No one can claim ignorance about your Net 30 terms.
  • **Speeds Up Payment:** The client knows exactly what to expect and where to pay.

The Onboarding Script Essentials

Include this in your final discussion before the contract is signed:

"Just to confirm, we operate on Net 30 terms. You'll receive your invoice immediately upon project completion. It will come from our system (Invoice ASAP) via email with a secure 'Pay Now' button for quick processing."

Key Elements to Cover

  • Payment terms (Net 15, Net 30, etc.)
  • Accepted payment methods (Card, Bank Transfer, Check)
  • Late payment policy/fees
  • Point of contact for billing questions

By using Invoice ASAP's structured platform, you can point to the clear terms and secure payment options as part of your professional onboarding process.

Tags:

#client-onboarding#payment-terms#sales#business-tips

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