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.
Business and document management
Your invoicing
From quotes to payment reminders: keep track of invoices you send to clients.
5 · Articles
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.
Free resources
Checklists, templates and files from published articles. Choose a resource for the task at hand.
Template
Send your understanding, not a blank questionnaire →
Your first invoice to a new client: agree the handoff first
TemplateConnect the item to the agreement and delivered work →
“What is this charge for?” How to explain an invoice
TemplateMake the first message about this invoice →
How to follow up on an unpaid invoice without unnecessary tension