Learn invoicing

ACH vs credit card for invoice payments: compare fees, settlement speed, returns and chargebacks, with a $4,000 worked example and a rule for when to offer each

How to accept credit card payments on invoices: pick a processor, compare fees, add a payment link, handle chargebacks and security, with a fee example.

Learn how to add sales tax to an invoice: check whether you must collect it, find the rate, tax the right items, show it clearly, and round correctly.

Learn how to ask for payment without damaging the relationship: scripts for email, text and phone, a tone ladder by days overdue and when to call.

Learn how to charge late fees on unpaid invoices: check the rules, write the policy, calculate flat or monthly fees and apply them without losing the client.

Learn how to create a payment link in six steps, keep it secure, share it where clients will see it, and know what the payer sees when they click it.

How to get paid faster as a small business: deposits, shorter terms, payment links, reminders and early-pay discounts, with a worked example and checklist.

How to invoice as a freelancer: set your rate, agree terms, take a deposit, write the invoice, track payment and plan for taxes, with a worked example.

Learn how to send an invoice by email, text or client portal: what to attach, subject line examples, the best time to send and how to follow up.

Learn how to write an invoice that gets paid: the fields to include, how to number it, which terms to set, plus a worked example and a checklist.

Pick an invoice number format that stays unique and audit-friendly: sequential, year-based and client-based schemes, VAT rules, credit notes and a checklist.

Invoice OCR turns a photo or PDF into data. Learn how AI reads invoices and receipts, where accuracy breaks, why review matters, and what to ask about privacy.

Invoice payment terms explained: due on receipt, net 15, net 30, net 60, EOM and 2/10 net 30, with examples and how to choose the right one.

Invoice vs receipt explained: one asks for payment, the other proves it. See the differences in a table, when to send each and a worked example.

Copy six past due invoice email templates, from a friendly nudge to a final notice, with subject lines, timing by days overdue and tips on tone.

A proforma invoice is a preliminary bill sent before work or shipment. Learn when to use one, how it differs from a commercial invoice, and see an example.

Recurring billing explained: invoice vs auto-charge models, how to set up schedules, handle failed payments and consent, with a worked retainer example.

How to send invoice by text the right way: get consent first, write a clear message, include an opt-out, keep the link safe, and know when email is better.

VAT invoice requirements in the EU and UK: the details a full VAT invoice must show, reverse charge wording, a worked example and a checklist to follow.

What to include on an invoice: the essential fields, optional extras, a worked example and a checklist so clients can pay you quickly and records stay clean.