4 min read
Service invoices
Leaving an online service? Keep access to your final invoice
What to download and check before deleting a customer account, so you don't have to recover access just to get one last document.
Business and document management
Articles · Page 10
Invoices, business and finding documents. Find a guide for your situation or browse the latest articles.
What do you need to sort out?
23 · Articles
Find documents
Find invoices in email and keep them from getting lost.
61 · Articles
Service invoices
Work out who bills you for a service and where to find its invoice.
20 · Articles
Accountant handoff
Prepare the records, flag missing documents and hand them over clearly.
19 · Articles
Document organization
Set up folders, an archive and a routine your small team can maintain.
13 · Articles
Document problems
Resolve a missing invoice, an unreadable attachment or an unclear document.
5 · Articles
Your invoicing
From quotes to payment reminders: keep track of invoices you send to clients.
Latest articles
4 min read
Gmail
Gmail is full. How to recover invoices that never arrived
Get incoming mail working again and check the invoices you expected while Gmail was out of space, before handing your records to your accountant.
3 min read
Gmail
Gmail invoice filters: stop searching for the same supplier
A useful filter beats a pile of rules you no longer trust. Try a Gmail search, check what it catches, and turn it into a repeatable shortcut.
3 min read
Accountant handoff
Changing accountants? Hand over the unfinished work too
What to send alongside your document folder: agreed responsibilities, unanswered questions, and a simple example handover record.
1 min read
Find documents
Online advertising documents: choose your platform
A quick route to the Google Ads, Meta Ads and LinkedIn Ads guides. Each platform handles billing differently; choose the instructions you need.
3 min read
Your invoicing
Your first invoice to a new client: agree the handoff first
Who accepts the work, who agrees the price, and where should the invoice go? Five practical questions and a short email for a new project.
3 min read
Your invoicing
From quote to invoice: keep track of what you agreed to deliver
Connect the quote, scope changes, and finished work. A worked project record shows what to save so you don’t have to reconstruct the price from chat.
3 min read
Your invoicing
“What is this charge for?” How to explain an invoice
Answer a question about an invoice item without forwarding the entire email thread. A presentation example and a clearer description for next time.
3 min read
Your invoicing
How to follow up on an unpaid invoice without unnecessary tension
A first reminder needn’t sound confrontational. Use this short email, then follow up differently if the invoice is missing, payment was sent, or nobody replies.
2 min read
Your invoicing
Recurring invoicing: what to check before the next month
A worked September-to-October billing example: remove finished extras, add an agreed service and leave a usable record for next month.
3 min read
Small team and routine
No office manager? What to review once a week
A short review of quotes, payments, and missing documents. See how to turn vague to-dos into clear actions that someone has agreed to take.
2 min read
Small team and routine
A week without the founder: can someone else handle invoicing?
Try an invoicing handoff on one real project. What to make accessible, what to explain, and which decisions should wait for you.