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Invoicing articles and guides
Clear answers for creating, sending, tracking, and resolving client invoices—written for consultants, creatives, freelancers, and independent service professionals.
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DocumentsProforma Invoice vs Invoice: Key Differences (2026)
Learn what a proforma invoice is, when to use one, how it differs from a payable invoice, and what to send after a client accepts.
DeliveryHow to Send an Invoice: Email or Live Link
Learn how to send an invoice by email or live link, what to verify before delivery, and how to follow up without confusing publish with send.
DocumentsInvoice vs Bill: What’s the Difference
Learn how invoice and bill are used in everyday English versus bookkeeping, when the words mean the same payment request, and how they relate to receipts.
ConsultingConsulting Invoice Guide: What to Include and How to Bill
Build a clear consulting invoice for hourly, project, or retainer work, with line-item examples, expense and PO tips, and a worked billing example.
ContractorsProgress Invoice Guide: Milestone and Percentage Billing
Learn how progress invoices work for staged projects, how they differ from deposits and final invoices, and how to bill percentages or milestones cleanly.
OperationsInvoice Numbering System: Formats and Best Practices
Choose a consistent invoice number format, prevent duplicates, handle yearly resets, and separate invoice and estimate sequences across business profiles.
CollectionsUnpaid Invoice? Reminder Emails and Next Steps
A practical unpaid invoice escalation plan with copy-ready reminder emails, timing guidance, dispute handling, and careful late-fee and final-notice advice.
Payment termsInvoice Payment Terms: Net 30, Due Dates, and Fees
Understand Net 7, Net 15, Net 30, due on receipt, milestone terms, explicit due dates, discounts, and careful late-fee wording for client invoices.
RetainersRetainer Invoice Guide: Bill Monthly Clients Clearly
Structure a retainer invoice, choose a billing cadence, write clear scope and overage terms, and automate predictable monthly work without surprising clients.
Showing 10–18 of 26 articles
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