A messy client list leads to mistakes. Learn the basics of good client management, from capturing the right information upfront to archiving inactive clients, to keep your business running smoothly.
For consultants and freelancers with retainer clients, recurring invoices are a must. Learn how setting up automatic billing can create predictable income and save you hours of admin time each month.
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.
Save time and eliminate double-entry. We show you how a seamless workflow, converting an approved estimate directly into a draft invoice, can dramatically improve your administrative efficiency.
Overly complex software can hurt your productivity. We explore the philosophy behind simple invoicing and why focusing on core features is better for most small businesses.
A solo consultant doesn't need a full Chart of Accounts just to send one bill. We compare setup time, aesthetics (Georgia Serif vs. Generic Accountant), and pricing at scale to help you choose the right tool for your workflow.
For varied small jobs like fixing faucets or hanging doors, admin time is lost profit. This guide focuses on tools that allow handymen to create and send invoices in under 60 seconds between stops.
Managing quotes for sod and mulch while handling recurring mowing billing requires speed. This article highlights why sending a 'Secure Link' via SMS immediately after finishing a job helps landscapers get paid before they even leave the driveway.
Still using Excel or Google Sheets for invoices? Discover the hidden costs and risks, and learn why dedicated invoicing software is a game-changer for efficiency and professionalism.
Why traditional PDF attachments are holding your business back, and how Secure Links create a better experience for your clients.
Discover how mobile-optimized invoicing helps you bill faster, get paid sooner, and stay productive from anywhere.