Invoicing tools for small business and NGOs

120 mins All

How to get paid on spot?

Objective / Aims

Getting acquainted with mobile phone tools for receiving payments from customers while meeting face-to-face. After the workshop participants: • Will be able to set-up at least one mobile phone based invoicing system. • Will be able to set-up a template of an invoice.

Materials/Apps

• Big sheets of paper and markers for group work. • Apps, Software, platforms used: Any internet browser software. Access to existing personal e-mail account.

Space

Space should be prepared for group and individual work. Computer class would be convenient or alternatively personal computer with internet connection for every participant. Smart phones with access to internet and app download site for every participant is a must. Personal ID document for every participant is a must. Big screen for projecting in front of the group.

ANALOGICAL PART. STEP BY STEP. 1st part (10 min=

1. The first activity in this part of the workshop is to get to know participants and their experiences of getting paid. 2. Sharing user experiences and habits of invoicing. Speak with the group about personal good/bad experiences of providing services and getting paid.

ANALOGICAL PART. STEP BY STEP. 2nd part (25 min)

Carry our group discussion about different ways of getting paid for services / goods sold. (5 min).

Encourage participants to create 2 person groups. Topic - “Prepare and present role play sellerbuyer dialog” (20 min).

Task for each group: Role play presentation of two persons (3 min max). One person represents seller and the other represents buyer. Goal of a seller is to get paid as soon as possible. Goal of a buyer is to postpone payment by using all arguments available.

Goal - to emphasize that postponing of payment increases risk of not receiving money and negatively influences cash flow.

DIGITAL PART. STEP BY STEP. 1ST PART (10 min)

Introducing Revolut and PayPal as tools for invoicing by using smartphone while meeting with customer face-to-face.

Focus of the workshop is to set up a smartphone for receiving money for services provided invoicing. Following workshop will focus on two popular and easy to use smartphone applications: PayPal and Revolut.

Goal of this session is to prepare participants for practical use of mobile payment in everyday life.

What Is a Mobile Payment? A mobile payment is a money payment made for a product or service through a portable electronic device such as a tablet or cell phone. Mobile payment technology can also be used to send money to friends or family members, such as with the applications PayPal and Revolut.

Essential aspects - explain those and prepare participants to be ready to set-up their workspace. • What can/will mobile payment be used for - small business, NGO or private persons? • Will you use mobile payment just for yourself or your organisation / business? • In what way mobile payment will be linked to your existing banks / credit cards? • What are essential security risks and steps to be taken to minimise them?

Ask the group some re-cap questions to make sure everyone is ready for individual work.

DIGITAL PART. STEP BY STEP. 2nd PART (30 min)

Set up your PayPal mobile invoicing system!

While introducing PayPal, you can use info available on their website PayPal.com Following steps are shown as screenshots in a presentation document workshop-get-paideasy-tools.key.pdf (as well as .ppt and .key formats)

Steps every participant has to complete: 1. Create or log in to your account in PayPal system using a computer. E-mail confirmation might be asked. 2. Install mobile PayPal application in your smart phone. 3. Link some of existing credit cards to PayPal account or make deposit payment to the account. 4. Prepare a template for invoice. 5. Try your invoice in practice and make request of payment from some of participants.

DIGITAL PART. STEP BY STEP. 3rd PART (30 min)

Set up your Revolut mobile invoicing system!

While introducing Revolut, you can use info available on their website revolut.com Following steps are shown as screenshots in a presentation document workshop-get-paideasy-tools.key.pdf (as well as .ppt and .key formats) Steps every participant has to complete: 1. Install mobile Revolut application in your smart phone. 2. Create your account in Revolut system using a smart phone. E-mail confirmation might be asked. 3. Link some of existing credit cards to Revolut account or make deposit payment to the account. 4. Try and make payment to some of participants. 5. Order a physical plastic card (optional).

Evaluation of the activity / Result (15 min)

Discuss what have participants learned and what are they planning to use in their everyday work.

Example Survey https://freeonlinesurveys.com/s/30iBxjE7 (link may expire, so you create your own)