What to Write When You Email an Invoice
The covering email decides whether your invoice gets processed or parked. Subject line, body and what to attach.
Read article →Invoicing
Creating invoices, numbering conventions, payment terms, credit notes and statements.
Articles
How to Apply Discounts on an Invoice
Line discounts, total discounts and settlement terms. How to show each one so the client and your records agree.
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Setting Invoice Due Dates
A date gets paid faster than a term. How to set due dates that work with a client's payment cycle instead of against it.
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What a Customer Statement Looks Like
A worked statement with an ageing breakdown, and why that one column is what gets an overdue invoice paid.
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Check This Before You Send an Invoice
A twelve-point check that takes a minute and removes most of the reasons an invoice sits unpaid.
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Describing Work Clearly on an Invoice
Vague line items are the most common cause of a queried invoice. How to describe work so a stranger in finance can approve it.
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What a Professional Invoice Looks Like
A worked South African tax invoice, field by field, with the reasoning behind each part of the layout.
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Purchase Orders and Your Invoice
A missing PO number is one of the most common reasons an invoice sits unpaid at a corporate client. What a purchase order is and how to work with one.
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Recurring Invoices: When They Make Sense
If you bill the same client the same amount every month, you should not be rebuilding the document. When recurring invoices help and when they cause problems.
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