How do you Invoice your clients?

Madza - Sep 9 '21 - - Dev Community

Professional looking, convenient and fastly delivered invoices can leave a great impression on your clients, that can strengthen your business relations for possible returning future deals.

When it comes to your side as a freelancer, you have to be in full control of organizing them and create a workflow that fits you.

Here are some of the ways on how you can handle this:

  • Create a dedicated space in your PC or use a cloud solution like Google Drive. This requires to do all the work (creating new templates, numbering and filling in the data) manually. Also keep in mind that you must track each and every invoice afterwards. This might still work if you send out very small amount of invoices (like 1-3 each month).

  • Use built-in Invoicing solutions in Accounting software like (FreshBooks, QuickBooks, Wave, Xero, Zoho Books, FreeAgent). This solution creates templates and numbering automatically and lets you add the data easily with interactive forms. Also it is easy to track the status (sent, viewed, paid or overdue) of each invoice. Depending on the software you use, you might have to upgrade to paid plans to use the invoicing features.

  • Many online payment solutions such as PayPal and Stripe also come with some built in Invoicing solutions. With these you often get the same Invoicing solutions as in the Accounting software, plus you have your direct finance flow and invoices all in one place. Again, most payment solutions might apply some extra charges for you to be able to use the Invoicing features.

How often do you send invoices and what solutions do you use?

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