Invoicing guides
Short, practical answers to the questions that come up when you start billing your own clients.
How Long Should You Keep Invoices?
Retention periods for invoices in the US, UK, EU, Canada and Australia, and what format you need to keep them in.
· 4 min read
What Is a Proforma Invoice?
A proforma invoice is a preliminary bill sent before delivery. Here is what it is for, what it must contain, and how it differs from a commercial invoice.
· 5 min read
How to Invoice as a Freelancer
Practical invoicing advice for freelancers: what to charge for, when to send, how to follow up, and how to prevent late payment.
· 7 min read
How to Number Invoices
Sequential, dated or client-coded? A practical guide to invoice numbering systems and the rules you must not break.
· 4 min read
Invoice vs Estimate vs Quote
Estimates approximate, quotes commit, invoices bill. Choosing the wrong document can cost you the difference.
· 5 min read
Invoice vs Receipt: What Is the Difference?
Invoices request payment, receipts confirm it. Here is when to issue each, what they must contain, and why you usually need both.
· 4 min read
What Should an Invoice Include?
A complete checklist of what an invoice must include, plus the optional fields that get you paid faster.
· 5 min read
How to Create an Invoice
A step-by-step guide to creating an invoice that gets paid: required fields, numbering, dates, tax and payment terms.
· 6 min read