The eleven documents a small business needs
A short tour of the paperwork that actually comes up, and which document belongs at which moment.
Putting a QR code on your invoice
A payment link your customer can scan instead of typing an account number.
Making an invoice on your phone
Billing from the job, before you forget, without installing anything.
Invoicing a client in another currency
Which currency to bill in, who absorbs the bank charges, and the fields that stop a payment going astray.
Printable invoices you can fill in by hand
For the jobs where a laptop is not coming out of the van, and paper still wins.
Invoicing for tradespeople
Parts and labour on separate lines, callout fees that do not surprise anyone, and billing before you leave the job.
Invoicing for photographers
Day rates, usage licences, expenses and the deposit that protects a booked date.
Billing a retainer without losing track
The same amount every month is the easiest thing to bill and the easiest thing to forget.
Invoicing for cleaning businesses
Regular visits, one-off deep cleans and materials, billed so nobody has to work out what they are paying for.
Invoicing when it is a side business
You have a job, you have a few customers, and you need paperwork that takes minutes rather than an evening.
Setting up your paperwork on day one
Thirty minutes now saves the scramble in month three, when a customer asks for something you never set up.
Deposits and staged payments
How to ask for money up front without it feeling like distrust, and how to document it so nothing gets lost.
Payment terms, explained
What Net 30 actually means, which terms to offer, and why a date beats a period every time.
When an invoice is disputed
A customer says the bill is wrong. Here is how to work out whether it is, and how to fix it on paper either way.
Turning a quote into an invoice
The job is done and the quote was accepted. Getting from one document to the other should take two minutes, not twenty.
Paperwork for returns
Goods come back more often than anyone plans for. Three documents keep it from turning into an argument about who has what.
Custom labels on your documents
Every heading on the sheet is editable. Change the ones that do not match your trade, save once, and the vocabulary is yours.
Invoicing without an internet connection
A basement, a rural site, a plane. The work still happened, and the paperwork should not have to wait for a signal.
Organising your invoice files
Nothing is stored for you, so the folder on your own machine is the whole record. It is worth ten minutes of structure.
Adding your logo to an invoice
A logo makes a document look like it came from a business. It also prints badly more often than anything else on the page.
How long to keep your invoices
Longer than you think, and the obligation is yours rather than any software's. Here is what to keep and in what form.
A ten minute invoicing routine
Most people invoice in a bad hour on a Sunday. A fixed slot on a fixed day turns it into a short, dull, reliable task.
When a free invoice tool is enough
For a great many businesses, a page that makes a correct document is the entire requirement. Here is where that stops being true.
Billing expenses back to a client
Travel, materials, printing, a courier. Recharging costs is easy to get wrong and easy to get right, and the difference is agreeing it first.
When a customer pays the wrong amount
Short by a hundred, over by a thousand, or a round figure that matches nothing. Three situations, three pieces of paper.