Invoicing guides

Practical, no-jargon answers to the questions that come up when you bill clients.

• How to make an invoice, step by stepA step-by-step guide to making a professional invoice, what to put on it, and how to send it so you get paid on time. Includes a worked example.
• What to include on an invoice (checklist)A checklist of everything an invoice should include, from invoice numbers and dates to tax details and payment instructions, plus common mistakes to avoid.
• Invoice vs receipt: what’s the difference?An invoice asks for payment; a receipt confirms payment was made. Learn the differences, when to send each, and what each should include.
• Quote vs estimate vs invoiceEstimates are rough, quotes are fixed offers, and invoices request payment. Learn the difference and how to move from quote to invoice smoothly.
• How to number invoices (with examples)Invoice numbering rules and example formats (sequential, date-based, client-based), plus how to handle cancelled invoices and start numbering as a new business.
• Invoice payment terms explainedWhat Net 30, Net 60, Due on receipt, 2/10 Net 30 and other invoice payment terms mean, which to choose, and how to word them on your invoice.
• How to charge late fees on unpaid invoicesHow to set up late payment fees and interest, what the law typically allows, how to calculate them, and polite wording to use on your invoices and reminders.
• How to invoice as a freelancerHow freelancers should invoice clients, covering what to include, hourly vs project billing, deposits, payment terms and follow-ups, with a simple system.
• What is a proforma invoice?A proforma invoice is a preliminary bill sent before goods or services are delivered. Learn when to use one, how it differs from an invoice, and what to include.
• How to add tax to an invoiceHow to add sales tax, VAT or GST to an invoice correctly, including when to charge it, how to calculate it, discounts, tax-inclusive prices and what to show.