Refunds and credit notes are uncomfortable, but they do not have to damage the client relationship. Learn when to issue them, what to document, and how to keep the process clear.
Tax season is easier when your records are already clean. Use this freelancer financial checklist to organize invoices, expenses, documents, and payment records before year end.
Legal billing depends on clarity, confidentiality, and trust. This guide shows lawyers how to create invoices that are accurate, itemized, and easier for clients to understand.
Learn how to follow up on an estimate without sounding pushy, with simple timing rules and email templates that help clients say yes faster.
A practical client onboarding checklist for freelancers, contractors, and consultants who want cleaner projects, fewer surprises, and faster first invoices.
Local SEO helps contractors, painters, plumbers, and other service pros show up when nearby customers search. Learn the simple basics without drowning in marketing jargon.
Don't get lost in the numbers. This article breaks down the key components of your financial summaries—subtotal, discounts, taxes, and total—so you can better understand your business's performance.
Sales tax can be tricky. This guide simplifies the process of finding your correct local tax rate and shows you how to set it as a default in your invoicing software to save time and prevent errors.
Accurate billing is critical for consultants. Learn best practices for tracking time, itemizing services, and including reimbursable expenses on your invoices to ensure transparency and trust.
Chasing payments is awkward. This guide provides templates and strategies for sending polite but firm reminders for overdue invoices, helping you get paid without damaging client relationships.
Your invoice is a final touchpoint with your client. Learn 7 actionable tips to ensure your invoices are clear, professional, and reflect the quality of your work.
A fundamental guide for any service business. Learn when to send an estimate, when to send an invoice, and how to convert one to the other seamlessly.
Tax compliance can be confusing. This guide provides a simple framework for determining whether your products or services are taxable, and how to correctly apply taxes on your invoices.
For landscapers, painters, and other local pros, time is money. See how switching from paper to digital invoices saves time, improves professionalism, and simplifies your admin.
What are "Secure Links" and how can they transform your billing process? Learn how a simple, shareable link can reduce payment friction for your clients.
From invoice numbers to tax details, we break down the 10 essential components every professional invoice must have to be legally compliant and effective.
New to freelancing? This step-by-step guide walks you through all the essential elements of a professional invoice, ensuring you get paid correctly and on time.
Discover how mobile-optimized invoicing helps you bill faster, get paid sooner, and stay productive from anywhere.