Invoice and Estimate Guides

Know what to put on the page before you send it. Clear steps, worked examples and wording you can use in your next invoice.

How to invoice a client

Turn the work you agreed into a clear invoice. Follow the steps, check a filled example and use the email template to send your PDF.

Make it easy for the client to find the due date, payment method and reference. Adapt these examples to the payment schedule you agreed.

Give each invoice a reference you can find again. Pick one format, keep a record of assigned numbers and check the next number before sending.