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Chapter
8

Add your banking information so you can get paid

Let’s focus on getting paid! While DIYing the invoicing process is a great option, it can be a time suck and a challenge to stay organized. That’s valuable energy taken away from your business that you could be spending on client work (which makes you that money). With B12, you can connect your bank account and integrate invoicing.

Now, you don’t have to bill or invoice from your website. It might not make sense if your business goals are more brand-oriented or network-based. But it never hurts to integrate banking information from the jump because your goals can change as your business evolves. 

Not only that, but B12 keeps all of your payments and invoicing in one place. That’s one less stressor when tax season comes around because you don’t have to scramble finding all of this information.

Set up your banking so you can invoice directly from your site

Preparation is half the battle, especially as a business owner. In your workbook, you’ll find an exercise that shows you how to find your banking information so you have it ready when you set up your billing and invoice systems. 

With B12, you can both bill and invoice. To do so, you’ll have to connect your bank account. But, don’t worry, it’s secure through their partnership with Stripe, which has achieved the most stringent level of certification available in the payments industry. Your information and your client’s information are protected.

We’re going to go over how B12 handles invoicing:  

  • B12 automatically creates invoices for you.

  • Information from your service pages will be captured and inserted in your invoices.

  • B12 invoices allow for multiple item lines.

  • Includes taxes and discounts, if applicable.

  • Can configure email notifications, such as sending automated messages to the client after the payment is made.

Recap 

  • Learned why automating banking and invoicing is helpful.

  • Identified how B12 can help you with your banking and invoicing needs.

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