I always send them separately Duane. Report delivery is about the value you provided - invoice is just business. Don't want to mix the two messages.
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Quick Question - Invoice Format for Audit Reports?
Agree with Ken. I send the report, let them digest it for a day or two, then follow up with invoice. Keeps the focus on results first, payment second.
I put "Utility Bill Audit - [Client Name] - [Date Range]" on the invoice. Specific enough for their accounting but not too detailed. Report has all the specifics.
Good format Frank. I also include the total savings amount in parentheses - "Utility Audit Services ($47,000 savings identified)". Reminds them of the value when they're cutting the check.
Ken that's brilliant - definitely stealing that idea! Nothing like reminding them of ROI right on the invoice.
Makes sense. This is a new client so I'll send separately. Do you include a summary of findings on the invoice, or just "utility audit services"?
Depends on the client relationship. Long-term clients get invoice with report - they expect it. New clients get separate delivery like Frank suggested.
Do you include your invoice with the final report delivery, or send separately? Seems like a small thing but wondering what's considered professional standard.