How to Send an Invoice on WhatsApp
Sending invoices by WhatsApp is normal in South Africa. How to do it professionally, and what to watch out for on the record-keeping side.
Read article →Business Resources
Quoting, invoicing, VAT and getting paid, for people running the business rather than the accountants advising them. Anything we publish about SARS or the VAT Act is checked against the source and carries the date it was verified.
Page 8
Proforma Invoice South Africa: What It Is
A proforma invoice looks like an invoice but is not a demand for payment. What it is for, and why it cannot be used to claim input VAT.
Read article →
Customer Statements in South Africa
A statement shows everything outstanding on a client's account in one document. When to send one, what it should contain, and why it gets invoices paid.
Read article →
Quotation Validity: How Long It Lasts
Most South African service businesses use 14 to 30 days. How to choose, and what to do when a client accepts after the date has passed.
Read article →
Invoice Numbering: Formats and Rules
Invoice numbers must be sequential and unique. Practical formats, what to avoid, and how numbering affects a tax invoice.
Read article →
Invoice Payment Terms Explained
What Net 30, COD and 50% deposit actually mean, which terms suit which client, and how to write terms that get honoured.
Read article →
What to Do About an Overdue Invoice
A follow-up sequence for unpaid invoices in South Africa, from the first reminder to a letter of demand, without damaging the relationship.
Read article →
How to Write a Quotation in South Africa
What belongs on a quotation, how to describe the work so it cannot be misread, and how to price it. A practical guide for South African service businesses.
Read article →
Tax Invoice Requirements South Africa
Section 20 of the VAT Act sets out exactly what a tax invoice has to contain, and the requirements change at R50 and again at R5,000.
Read article →