All writing
Every guide we've published — practical, plainly written. Search by keyword or filter by topic.
- 01Invoicing BasicsJul 29, 2026
How to Bill Clients for Expenses: Reimbursable Expenses on Invoices
How to recharge travel, materials, software and subcontractor costs to clients, whether to add markup, and how VAT and sales-tax rules apply.
8 min read - 02Invoicing BasicsJul 27, 2026
What Is Progress Billing? How to Invoice a Project in Stages
A practical guide to milestone and staged invoicing for freelancers and contractors, covering deposits, progress claims, retainage, and sample wording.
8 min read - 03Invoicing BasicsJun 29, 2026
How to Invoice Someone as an Individual (Without a Company)
You don't need a registered company to send a legal invoice. Here's exactly what to put on it, how to get paid, and the tax basics in the US, UK, Canada, and Australia.
8 min read - 04Invoicing BasicsJun 18, 2026
How to Write an Invoice: A Step-by-Step Guide (2026)
Step-by-step guide to writing an invoice: required fields, line items, tax, payment terms, and the mistakes that cause late payments. Free templates included.
10 min read - 05Invoicing BasicsJun 16, 2026
Invoicing as a Sole Trader: What to Include & How to Get Paid
You don't need a limited company to send an invoice. What a sole trader's invoice must show, how tax works, the records to keep, and the habits that get you paid on time.
10 min read - 06Invoicing BasicsMay 25, 2026
Invoice Numbering: Best Practices & Systems
How to number your invoices correctly: sequential systems, date-based formats, prefix conventions, legal requirements by country, and mistakes that trigger audits.
9 min read - 07Invoicing BasicsMay 21, 2026
How to Invoice International Clients (Currency, Tax & Getting Paid)
Practical guide to cross-border invoicing: choosing currencies, handling FX fees, VAT reverse charge, W-8BEN forms, payment methods, and avoiding costly mistakes.
12 min read - 08Invoicing BasicsMay 17, 2026
How to Send an Invoice (Email Templates & Best Practices)
Step-by-step guide to sending invoices by email, including copy-paste email templates, subject line formulas, attachment tips, and follow-up sequences.
10 min read - 09Invoicing BasicsMay 7, 2026
How to Invoice as a Freelancer (Complete Guide)
Everything freelancers need to know about invoicing: what to include, how to set rates, payment terms, tax obligations, and getting paid on time.
11 min read
- 01Getting PaidJul 3, 2026
What Is Invoice Factoring? How It Works, Costs & Alternatives
How invoice factoring and invoice financing work for small businesses waiting on unpaid invoices, what they really cost, and cheaper ways to fix cash flow.
8 min read - 02Getting PaidJun 27, 2026
Best Ways to Get Paid as a Freelancer: Payment Methods Compared
A practical comparison of bank transfer, PayPal, Wise, Stripe, cards, and direct debit on fees, speed, and international reach for freelancers.
8 min read - 03Getting PaidJun 12, 2026
Payment Reminder Email Templates (Polite to Firm)
Copy-and-paste payment reminder emails for every stage — before the due date through final notice — plus subject-line tips and the tone rules that actually get invoices paid.
10 min read - 04Getting PaidJun 10, 2026
What to Do When a Client Won't Pay (Step-by-Step)
A calm, escalating plan for an unpaid invoice: reminders, a formal demand, statutory late-payment interest, mediation, and small claims — without torching the relationship.
12 min read - 05Getting PaidJun 4, 2026
How to Ask for a Deposit: Upfront & Deposit Invoices
How to request a deposit professionally, how much to ask for, how to invoice it, and the tax point a deposit can create for VAT or GST.
9 min read - 06Getting PaidMay 31, 2026
How to Charge Late Fees on Overdue Invoices
When you can charge a late fee, how much is reasonable, and how to word it so it actually holds up — for freelancers and small businesses in the US, UK, Canada, and Australia.
10 min read - 07Getting PaidMay 15, 2026
How to Get Invoices Paid Faster: 9 Proven Tips
Practical, evidence-based strategies to reduce invoice payment times. From invoice formatting to payment method choices to follow-up sequences.
10 min read
- 01Payment TermsJul 19, 2026
Due on Receipt: What It Means, When to Use It, and How to Get Paid Faster
A practical guide to 'due on receipt' invoice terms — what the phrase actually means, when it helps or hurts cash flow, how to word it, and better alternatives.
7 min read - 02Payment TermsJul 7, 2026
Early Payment Discounts Explained: What 2/10 Net 30 Means (and Should You Offer One?)
Decode 2/10 net 30 discount terms, calculate what an early-payment discount really costs you, word it correctly on invoices, and decide if it pays off.
8 min read - 03Payment TermsMay 13, 2026
Invoice Payment Terms Explained (Net 15, 30, 60)
A complete reference to invoice payment terms: Net 15, Net 30, Net 60, early payment discounts, EOM, COD, and how to choose the right terms for your business.
9 min read - 04Payment TermsMay 3, 2026
What Is Net 30? Payment Terms Explained
Understand what Net 30 means on an invoice, how it works, and when to use it. Covers Net 15, Net 60, and early payment discounts.
8 min read
- 01Tax & ComplianceJul 25, 2026
Canadian GST/HST Invoice Requirements: What to Include (+ Free Template)
A Canada-specific guide to CRA invoice rules, GST/HST registration, provincial rate differences, and the exact details clients need to claim input tax credits.
7 min read - 02Tax & ComplianceJul 21, 2026
How Long Should You Keep Invoices and Receipts? Record-Keeping Rules for Small Businesses
How many years freelancers and small businesses must keep invoices and receipts in the US, UK, Canada, and Australia, plus digital storage rules.
7 min read - 03Tax & ComplianceJul 11, 2026
What Is a 1099-K? A Freelancer's Guide to the Payment App Tax Form
How the 1099-K works, why PayPal and Stripe now send you one, the shifting reporting thresholds, and how to report it without paying tax twice.
7 min read - 04Tax & ComplianceJul 9, 2026
What Is a 1099-NEC? A Freelancer's Guide to Getting (and Reading) Yours
How the 1099-NEC works for US freelancers: who sends it, the $600 rule, how it differs from a W-9 and 1099-K, and what to do when it's wrong or missing.
8 min read - 05Tax & ComplianceJul 5, 2026
How to Fill Out a W-9 as a Freelancer (Step-by-Step)
A box-by-box guide to completing IRS Form W-9 as a freelancer or contractor, including tax classification, your TIN, common errors, and when a 1099 arrives.
8 min read - 06Tax & ComplianceJul 1, 2026
What Is a Tax Invoice? Australian GST Requirements + Free Template
A practical guide to Australia's statutory tax invoice: the mandatory fields, when GST registration requires one, the $1,000 threshold, and RCTIs.
7 min read - 07Tax & ComplianceJun 14, 2026
Do I Need to Register for VAT? (UK Threshold Explained)
When UK freelancers and small businesses must register for VAT, what the threshold is, what voluntary registration changes, and how it affects your invoices — in plain English.
10 min read - 08Tax & ComplianceMay 11, 2026
Sales Tax on Invoices: A US Small-Business Guide
Learn when and how to charge sales tax on invoices in the US. Covers nexus, state rates, exemptions, services vs products, and invoice formatting.
10 min read - 09Tax & ComplianceMay 9, 2026
UK VAT Invoices Explained: Requirements & Examples
Everything you need to know about UK VAT invoices: mandatory fields, the 20% standard rate, simplified invoices, and HMRC compliance requirements.
11 min read
- 01Document TypesJul 23, 2026
What Is a Remittance Advice? Meaning, Examples & Free Template
A remittance advice is the slip a payer sends to confirm what an incoming payment covers. Here's how to read one, send one, and use it to match payments.
8 min read - 02Document TypesJul 15, 2026
What Is a Statement of Account? When to Send One (+ Free Template)
A statement of account summarizes all outstanding invoices for one client. Learn the two main types, when to send one, and copy a free template.
8 min read - 03Document TypesJun 25, 2026
What Is a Purchase Order? PO vs Invoice Explained (+ Free Template)
A plain-English guide to purchase orders, the PO process, and how a PO differs from and connects to an invoice — with a free template and worked example.
8 min read - 04Document TypesJun 23, 2026
What Is a Commercial Invoice? Customs Requirements + Free Template
A commercial invoice clears your goods through customs. Learn the required fields — HS codes, country of origin, Incoterms, declared value — with a free template.
8 min read - 05Document TypesJun 8, 2026
How to Write a Quote: A Practical Guide for 2026
How to write a professional quote — scope, validity period, deposits, acceptance, change orders, the quote-to-invoice handover, and when to use an estimate instead. Includes a disclaimer: this is general information, not legal or tax advice.
10 min read - 06Document TypesJun 6, 2026
How to Write a Receipt (What to Include + Free Template)
What a receipt is, how it differs from an invoice, exactly what to include, and how to issue one quickly for cash, card, or bank payments.
9 min read - 07Document TypesJun 2, 2026
What Is a Credit Note? When and How to Issue One
A credit note cancels or reduces an invoice you've already sent. Learn when to use one, what to put on it, and how it affects your VAT or GST records.
9 min read - 08Document TypesMay 29, 2026
Invoice vs Quote vs Estimate: What's the Difference?
Quotes, estimates, and invoices look similar but do very different jobs. Learn when to send each, how binding they are, and how they fit together on a project.
9 min read - 09Document TypesMay 23, 2026
Recurring & Retainer Invoices Explained
How to structure, send, and manage recurring invoices and retainer agreements. Covers billing models, rollover policies, rate reviews, and real-world examples.
10 min read - 10Document TypesMay 19, 2026
Proforma Invoice vs Invoice: What's the Difference?
Learn what a proforma invoice is, how it differs from a commercial invoice, when to use each, and common mistakes that cause customs delays or payment confusion.
9 min read - 11Document TypesMay 5, 2026
Invoice vs Receipt: What's the Difference?
Understand the key differences between invoices and receipts, when to use each, and why it matters for your business records and taxes.
9 min read
- 01Templates & ToolsJun 18, 2026
Best Free Invoice Templates for Freelancers (2026)
The free invoice templates freelancers actually need in 2026 — by trade and by country — plus what separates a template that gets you paid from one that gets ignored.
9 min read - 02Templates & ToolsMay 27, 2026
How to Make an Invoice in Excel, Word & Google Docs
Step-by-step instructions for building an invoice in Excel, Word, and Google Docs — plus the formulas, formatting, and shortcuts that save you time.
11 min read