How to Create an Invoice: A Step-by-Step Guide
What an invoice must contain, how to number them, setting payment terms, and exporting a PDF.
Read the guidePractical, jargon-free guides to invoicing clients, quoting work and writing proposals. Written for freelancers and small businesses who want to get paid on time.
Creating invoices correctly, the different invoice types, and what each one is for.
What an invoice must contain, how to number them, setting payment terms, and exporting a PDF.
Read the guideInvoicing as a freelancer end to end: your first invoice, rates, deposits, international clients and records.
Read the guideWhat a proforma invoice is, when to send one, and how it differs from a quotation and a commercial invoice.
Read the guideWho issues a purchase order, who issues an invoice, and why a missing PO number stops you getting paid.
Read the guidePayment terms, deposits, and what to do when an invoice goes unpaid.
What Net 30, Net 15, due on receipt and 2/10 Net 30 actually mean, and which terms get you paid fastest.
Read the guideA calm, escalating sequence for recovering late payments without damaging the client relationship.
Read the guideQuoting work, setting scope and validity, and knowing which document to send.
How to write a price quotation that wins the work and cannot be argued with later.
Read the guideQuote first to win the work, invoice afterwards to get paid. Where estimates and proposals fit.
Read the guideWinning work with a proposal that covers scope, deliverables and timeline.
The structure of a proposal that wins work: executive summary, scope, deliverables, timeline and pricing.
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