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
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.
Read post
· 5 min read
Get Your Invoice to Accounts Payable Without It Vanishing
Follow the exact steps a recipient takes to name an accounts payable contact and forward the invoice, so it lands with the people who actually pay it.
Read post
· 5 min read
When a Client Swears They Never Got the Invoice
The "I never got it" reply stalls payment for weeks. Here's how to check whether it was ever opened, resend without starting over, and remove the excuse for good.
Read post
· 5 min read
When a Client Cannot Open Your Invoice PDF
Broken and blocked PDF attachments quietly delay payment. Here is why they fail and how a shared invoice link sidesteps the whole problem.
Read post
· 5 min read
Confirm a Client Actually Opened Your Invoice
A step-by-step way to confirm your client opened the invoice using view tracking on the link, so you chase the right problem instead of guessing.
Read post
· 5 min read
Keep Your Invoice Emails Out of the Spam Folder
Practical steps to stop invoice notifications from getting filtered, including why a plain link beats a heavy PDF attachment.
Read post
· 5 min read
Send an Invoice as a Link, Not an Attachment
Swap the PDF attachment for a private invoice link your client can open, edit, and approve, and keep a downloadable PDF on hand for the ones who still want a file.
Read post
· 5 min read
Reverting a Recipient Edit Without Wrecking Your Invoice
When a client edits their PO number or billing entity, one careless revert can wipe out correct input and send your invoice back to AP limbo. Avoid these mistakes.
Read post
· 5 min read
Invoice Number Formats That Survive an Audit
How to pick an invoice number format you can defend: sequential, no gaps, no duplicates, and readable years later.
Read post
· 5 min read
Check If Your Invoice Was Opened Before You Chase It
Knowing whether your invoice was actually opened tells you what kind of problem you have. Here is how to read that signal and follow up accordingly.
Read post
· 4 min read
What a Valid Until Date Does on Your Quote
A plain answer to how the valid until date protects your quote pricing and how a client accepts by typing their name.
Read post
· 4 min read
When to Send a Quote Instead of an Invoice
Send a quote when the price or scope isn't locked yet, and go straight to an invoice when it is. Here's how to make that call fast.
Read post