Everything you need to know about creating invoices, getting paid on time, and staying tax-compliant. Comprehensive guides for freelancers, consultants, and small businesses.
Each guide below is a comprehensive, in-depth resource covering a specific invoicing topic from start to finish. Unlike our blog posts which cover focused tips, these guides are complete references you can bookmark and revisit. They cover everything from writing your first invoice to automating your entire AP workflow, with specific guidance for freelancers (see also the IRS self-employment resources), contractors, and small businesses.
A comprehensive guide to automating your accounts payable process — covers the true cost of manual AP, automation technologies, OCR vs AI extraction, three-way matching, approval workflows, implementation steps, and ROI calculations.
Understand every invoice payment term — Net 15, Net 30, Net 60, due on receipt, and more. Learn which terms to use, how to enforce them, and how to get paid faster.
Learn how to write a professional invoice step by step. Covers every required field, payment terms, tax compliance, and common mistakes — with real examples and free templates.
A comprehensive reference for invoice tax compliance across major markets — covers VAT, GST, and sales tax rules, required invoice fields, registration thresholds, e-invoicing mandates, and penalties for non-compliance.
A complete guide to handling late invoice payments — covers prevention strategies, follow-up email templates, late fees, escalation frameworks, legal options, and tools to get paid faster.
Everything you need to know about invoicing internationally — multi-currency billing, cross-border tax rules, VAT reverse charge, exchange rate handling, compliance requirements, and payment methods for global business.
Learn how to create professional consulting invoices — covers hourly vs. project vs. retainer billing, setting rates, payment terms, expense pass-throughs, and templates for every engagement type.
Complete invoicing guide for contractors and tradespeople — covers progress billing, retention, change orders, AIA-style invoicing, lien rights, and getting paid on time in construction and trades.
A complete invoicing guide for small business owners — covers setup, templates, payment terms, tax compliance, cash flow management, and when to automate. Practical advice for every stage of growth.
Everything freelancers need to know about invoicing — from creating your first invoice to chasing late payments, tax compliance, and scaling with automation. Includes templates, examples, and step-by-step instructions.