Why Your Voice Over Invoicing Should be Set Up the Day You Launch
I learn so much and am often so inspired by my voice over students. Recently, a very talented student new to voice over who had all his demos done and his website up and running booked his first gig! YAY! He reached out and wanted to know how to send an invoice. I was surprised by this. I was less surprised that he did not know and more surprised that I did not make it clear. So here I am, making it clear: if you are at the point where you are auditioning for work and ready to accept booked work that the universe sends your way, you had better have your business bank account up and running, and your voice over invoicing software set up and ready for use. Even though we had talked about invoicing and talked about CRMS, apparently I did not make it straightforward enough, so this is me making it clear. Do not start looking for work if you do not know what you are going to do when that work comes in. Why? From start to finish, you want you your client to have a seamless, professional experience, and if they have not taken every single step that you have discussed, then they are not ready to launch yet. Period.
My Personal Voice Over Invoicing Preference: Wave App
Over my years as a working voice talent, I have tried many different types of billing programs. I strongly prefer Wave App for several reasons. First of all, it’s free. Next, it is integrated rather seamlessly into the CRM I use, Voiceoverview. Because of this integration, I can create the invoice, modify, edit, and send it all within VOV. I can create shareable links and download PDFs of the invoice. I was able to customize the design to include my logo and the fonts that I prefer. All in all, of every option I have tried for invoicing over the years, this has been my absolute favorite.
Fresh Books
I very much liked using Fresh Books and its features and the only real downside is the heft monthly cost. I liked the look of the invoices it created. I liked that I could accept bank transfers, credit cards, and PayPal! I liked that I could add taxes for different countries. I very much liked the time tracking features. When I have done copywriting work, I used this feature and could do precise, to the second invoicing with ease. I also liked that for clients in other countries this program could sort out VATs and all of that and my effort was very little. Again, if it were free I would likely still use it.
PayPal
I love that you can create invoices for free. I do have some clients who specifically ask for PayPal invoices and I am happy to send them. Because they do not integrate with my CRM, I prefer Wave App to this, simply for ease of record keeping. This is fine, but not as great.
Square
I tried Square for several months several years ago. Other than to say it was lackluster compared to other invoicing systems, I do not have much to see. The look of the invoices was “ehh.” It was not as easy to work with. My overall experience was mediocre. Not bad, just not exciting.
Quicken
I have never endeavored to use Quicken, but much like Fresh Books those who do use it seem to love it very much. Quicken provides many features, and can both invoice and work as your accounting software. Again, like Fresh Books, you have to pay to use Quicken.
Voice Over Invoicing Best Practices
As small business owners with a client-centered approach, we need to be mindful of what is best for our clients. Typically, every time I deliver finished audio I invoice within the same email with a shareable payment link. As my billing software will also invoice directly, after that email, I also send a specific invoice-only email. Some clients specifically ask for either a downloadable PDF or for a PayPal invoice, and if that is the case I send that upon delivery of the email. In my invoice, I also have a “footer” message giving very clear and specific instructions with all the ways that I accept payment. I do know some nice talents who invoice weekly, but I prefer to send the invoice as the job is completed. The only time I make an exception is when I have a client who requests a monthly invoice. If that is the case I hold the invoice until the end of the month and invoice for everything at once.
Sometimes, it can be hard as business owners to balance what is right for our clients and what makes the most sense for us as voice talents. For example, sometimes clients request sessions at times that conflict without family responsibilities. In this instance, it is actually possible to both meet our client’s needs and to make the sound choice for our own business.
When you build a house, sometimes you are doing an update to make a space your own and sometimes you are doing a gut renovation. Either way, from the outset, you need to consider your goals for the project. In voiceover, knowing your goals enables you to have direction in your daily pursuits. If you know where you want to be, and if you have a clear vision for yourself, it is easier to work towards reaching those goals. And the goals you have might well be completely different from other voice talents you know. For instance, I do not do medical narration or audio books. Two of the women in my accountability group work in both of these genres, so their goals and their day to day marketing endeavors look quite different. As a professional voice over actor, I am very clear about my passions and where I want to spend my time. This is a key component of my mindset.
Even though I am a working creative, from the start I have run my business like a business. Our mindset and the choices we make determine whether voice over is a business or a mere hobby. Do you want this to be your career or something you simply dabble in? For me, from day one, this was going to be a career. There was no other option. When I decided to pursue voiceover, I did so in lieue of returning to teaching, so I had the luxury of plunging into VO full time from the get go. Besides working full-time, other choices helped establish this is a business. Using a CRM is essential. This helps you track all of your outreach, your costs, your bookings, your contacts… all of your efforts in one place. I have blogged before about my experience using Voiceoverview, but I truly believe this specific CRM is essential to the success of my business.
If you really want to succeed in voice over, and establish yourself as a professional voice talent, you need to have a professional studio. First, it is essential to maintain business hours. As a business owner, if you want to be available and accessible to your clients, you should have set business hours each day. For me, I typically work from 8 am- 6 pm, and schedule breaks for myself at my lunch hour for things like exercise classes or seeing friends. I also use my lunch hour to make myself available for consultations with new students or people looking for demo. But, the main point, is that I am available to clients all day, every day, during regular business hours.
But do I really Need it…
When I started my voice over business years ago I had headshots done for my website. While a long time ago people used to say that voice actors did not need to show their face, as the VO industry has continued to evolve and we, as talents, now have to bring in the bulk of our own work, it is on us to run our business like a business. If we want our clients to connect with us, having current pictures is a must. So, about a year back, I was presenting at an online eLearning conference and I was super excited. When they asked for my head shot, I became for cognizant of the fact that the photo no longer resembled me. I was thinner, my hair was shorter, I always wear glasses… the list went on. I decided to take new photos and update them. While my old headshots had been done by a professional, I took the new ones in my booth with an iphone. I loved them and was thrilled.
As a working mom, when I heard that there was a voice over conference with a focus on “the business of the business” right here at home in NYC, I did not hesitate to sign up, especially when I learned that Carin Gilfrey and Jamie Muffett were running it! From the start, VOcation was extremely well conceived. There is something so special about a conference run by voice actors for voice actors. It goes beyond the over all vibe. From the little details like having talents sign up to announce the speakers, to the clever swag they gave away, this dynamic duo thought of everything.
Any solopreneur can tell you that marketing is essential to maintaining client relationships and growth, and the VOcation team sure had this in mind when they planned key sessions as well. I very much enjoyed Tracy Lindley, Joe Davis, Brad Newman, and Tom Dheere. I have heard Tracy, a LinkedIn expert, speak at other conferences too. To her credit, she always speaks about something different. This time she focussed on strategies for effective messaging. I hung on her every word and ate it up: it’s as if she knew just what I needed and was talking to me! Thank you, Tracy! Joe Davis of voice actor websites spoke about best ways to optimize your website for SEO. Joe’s team has been doing my website since 2015, so I enjoyed getting the most up to date tips from him. Like Tracy, Joe exudes a passion and genuine eagerness to help others, which makes him a true joy to be in the same room with. Good choice again, Carin and Jamie! I confess that I did not get to attend Brad’s break out session but to plan to attend at WoVoCon. I have the slides and they are incredible. Brad is super smart and I trust his business instinct any day of the week. He has been doing my hosting for years and I can’t wait to hear him speak. Last but certainly not least, was Tom Dheere. I was so excited to meet Tom and learn from him. I have a few industry friends who have been coached by Tom. I see why they all like working with him. Tom’s organized approach to Direct marketing would teach any new talent how to build a strong foundation. The marketing components of the conference were great!
Lastly, I have heard from friends who were not at the conference that they had friends who complained about the venue and the picnic lunches. My response is that they need awareness about NYC. There will never be a shuttle in NYC. It is not that kind of city. I heard someone complained it was near the subway. In New York, it is a luxury to be near the subway, so having the venue directly across from the express subway line was very, very smart of Carin and Jamie. Further, space and food are extremely costly in New York. Options for talent were either to go out to eat on their own as I did or the provided lunch. There is always a choice, you just have to understand your options. For those who are not local, perhaps a better approach might be to reach out to one of us in advance next time, I’d be happy to go out for lunch and go shopping:)

