When using LinkedIn to connect with clients and manage your business relationships, you may need to find and manage invoices. LinkedIn does not have a built-in invoicing system, but there are a few options to create, view and manage invoices through LinkedIn.
Sending Invoices Through LinkedIn Messages
The simplest way to send an invoice via LinkedIn is to attach it as a PDF or image file to a LinkedIn message. You can send messages to your LinkedIn connections individually or to multiple connections using the “Send now” feature.
To attach an invoice to a LinkedIn message:
- Create your invoice as a PDF, JPG, PNG or other image file on your computer.
- Go to the LinkedIn messaging page and select the connection(s) you want to send the invoice to.
- Draft your message and click the attachment icon to select your invoice file.
- Preview your message with the attached invoice and click “Send now.”
Your invoice will be delivered as an attachment in the LinkedIn message. The recipient can view, print or download the invoice directly from the message.
This method allows you to easily share invoices through LinkedIn without needing any external tools. However, there is no way to track if the invoice has been viewed or paid. You would need to follow up with the client separately.
Using LinkedIn Company Pages to Share Invoices
If you have a LinkedIn Company Page, you can share invoices and other files in the “Media” section of your page.
To post an invoice on your Company Page:
- Go to your Company Page and click “Manage company” in the admin toolbar.
- Select “Media” from the left menu.
- Click the “Create post” button and select “Document” as the post type.
- Upload your invoice PDF and add a description.
- Preview your post and click “Post” to publish it.
The invoice will now be visible on your Company Page in the Media tab, allowing customers and prospects to access it.
While this makes the invoice accessible, it does not provide any way to track views or payments. You would need to follow up with clients separately to confirm they have downloaded and paid the invoice.
Integrating Invoicing Software with LinkedIn
To have full invoice tracking and management capabilities, you need to use invoicing software integrated with LinkedIn.
Here are some of the top invoicing apps that integrate with LinkedIn:
App Name | LinkedIn Integration Features |
---|---|
FreshBooks | – Send invoices directly from LinkedIn messages – Sync client details from LinkedIn to FreshBooks contacts |
Invoice2go | – Send invoices via LinkedIn messages – View LinkedIn profiles from within Invoice2go |
Invoice Ninja | – Create invoices from LinkedIn contact info – Send invoice reminders through LinkedIn messages |
Zoho Invoice | – Sync LinkedIn contacts to Zoho – Send invoices through LinkedIn messages |
With these integrations, you can create invoices using details from your LinkedIn connections, send invoices directly through LinkedIn messages, and track payments and outstanding invoices all without leaving the invoicing app.
This provides a streamlined invoicing process while maintaining the customer relationship management benefits of LinkedIn.
Best Practices for Invoicing on LinkedIn
When sending invoices through LinkedIn, follow these best practices for a professional experience:
- Customize invoices with your or your company’s logo, contact details, and branding.
- Use a simple, easy-to-read invoice format to ensure customers can understand charges.
- Send a PDF invoice as an attachment for a version that can be printed, downloaded, and won’t get altered.
- Include a payment due date and payment instructions in the invoice.
- Use your invoicing software’s LinkedIn integration to track invoice views and payment status.
- Follow up with a message if payment is not received by the due date.
- Send a payment receipt confirmation via LinkedIn message when you receive payment.
Treating LinkedIn invoices with the same professionalism as other billing methods encourages timely payment and strengthens your business relationships.
Invoice Reminders and Follow Up
LinkedIn can also be used to send invoice reminders and follow up on outstanding payments by leveraging LinkedIn messages and notifications.
Some tips for following up on overdue invoices include:
- Send an invoice reminder 5-7 days before the due date.
- If unpaid on the due date, send a friendly reminder that payment is due.
- Follow up at regular intervals such as every week or every 15 days for seriously late invoices.
- Clearly state when you originally sent the invoice and that it is now overdue.
- Provide clear and easy payment options in the reminders.
LinkedIn shows when your messages have been read, so you can also follow up asking if the recipient has any questions about the outstanding payment.
This helps maintain a positive relationship while ensuring you get paid for your work.
Leveraging LinkedIn Groups for Invoicing Advice
LinkedIn Groups provide a way to get feedback and advice about invoicing best practices from other professionals on LinkedIn.
Some LinkedIn Groups to consider joining for invoicing discussions include:
- Invoice & Billing Professionals Network
- Consultants, Freelancers & Solopreneurs
- Bookkeepers Network – Connecting Bookkeepers Globally
- Virtual Assistants
- Independent Professionals Network (IPN)
In these groups you can post questions like:
- “What invoice terms do you include for late payments?”
- “What invoicing software do you recommend for sending invoices internationally?”
- “Any tips for following up on overdue invoices when the client is unresponsive?”
Group members will likely share their own experiences and strategies for effective invoicing.
In Summary
While LinkedIn does not have integrated invoicing features, there are several ways to create, send and manage invoices through the platform:
- Send PDF or image invoices as attachments in LinkedIn messages.
- Post invoices on your Company Page.
- Use integrated invoicing software to sync contacts and send/track invoices.
- Leverage LinkedIn messaging to send reminders for overdue invoices.
- Join relevant LinkedIn Groups to learn invoicing best practices.
With some planning, LinkedIn can be used strategically to get paid faster, strengthen client relationships, and gain invoicing insights from other professionals.