Blog
Invoicing, written down
Notes on getting paid: payment terms, purchase orders, working with accounts payable, and the small details that decide whether an invoice clears in a week or a month.
· 5 min read
Billing a Freelance Retainer the Same Way Every Month
How to bill a monthly retainer, separate the base fee from overage hours, and keep terms identical every cycle so nothing stalls in AP.
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· 5 min read
Auto Repair Invoices: Parts, Labor, and Warranty Done Right
Exactly what to put on an auto repair invoice, from VIN and mileage to shop-rate labor and warranty terms, so the customer pays without arguing.
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· 5 min read
Billing Monthly Lawn Maintenance and Seasonal Jobs
Keep your monthly maintenance flat and predictable, then bill spring cleanups, mulch, and irrigation blowouts on their own. Here is how to structure both.
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· 5 min read
Handyman Invoicing: Labor, Materials, and Trip Charges
Itemize labor, materials, and the trip charge so a homeowner never squints at your total. Real line-item structure that gets paid without an argument.
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· 5 min read
How Caterers Should Bill Deposits and the Final Balance
Walk through how to bill a catered event without confusion: the booking deposit, the headcount cutoff, and a final invoice that reconciles the money already paid.
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· 4 min read
Billing Recurring Cleaning Clients Without the Chase
A monthly cleaning invoice fails when the client cannot tell what they are paying for. Here is how to bill recurring visits so they approve fast and pay on time.
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· 5 min read
How Electricians Should Bill Permits and Inspections
A practical guide to putting permit and inspection fees on an electrical invoice: separate line items, honest markup, and how to handle reinspection charges.
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· 5 min read
What an HVAC Invoice Should Include, With an Example
A field-by-field breakdown of an HVAC invoice, from diagnostic fee to warranty terms, plus a full example with a maintenance-plan credit applied.
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· 5 min read
How to Bill a Construction Job With Progress Billing
A step-by-step workflow for billing a construction project in draws: setting up the schedule of values, calculating each draw, handling retainage, and getting the final release paid.
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· 5 min read
What to Put on a Plumbing Invoice So It Gets Paid Fast
A field-by-field breakdown of what belongs on a plumbing invoice, from the call-out fee to parts markup to the PO number, so it clears without a phone call.
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· 5 min read
When a Client Insists You Use Their Vendor Portal
A vendor portal is really a request for a PO number, an AP contact, and a trackable approval. A collaborative invoice link can deliver all three without the onboarding.
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· 5 min read
Adding a PO Number After the Invoice Was Sent
A step-by-step walk through what happens when a client adds a purchase order number to an invoice you already issued, and why it does not reset the version.
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