Nov 4 (edited) in Tools
How to Send an Invoice - Essential Guide - (UPDATED)
Creating and sending invoices is a fundamental part of freelancing. A clear, well-organized invoice helps you get paid faster, shows professionalism, and reduces the chances of payment disputes. Here’s a simple breakdown on how to send an invoice, using Ruul and Moxie. as top tool choices for freelancers.
1. Choose the Right Invoicing Tool
While you could create an invoice manually, dedicated invoicing platforms streamline the process, helping you look polished and stay organized. Ruul and Moxie are two excellent choices for freelancers looking for simplicity and added features.
- Ruul: Known for its flexibility in managing international clients, Ruul supports multiple currencies and customizes tax settings for different countries. It’s a strong choice if you work with clients worldwide. Most important benefit is that you don't need a company to send invoices
- Moxie: Moxie’s project management features make it a solid option if you have multiple clients or projects. You can track time, create tasks, and convert hours worked directly into invoices—keeping billing straightforward.
2. Set Up Your Invoice Template
No matter which platform you choose, setting up a professional-looking invoice template can save time and ensure consistency. Here’s what to include:
- Your Name or Business Name: Add your branding for a professional touch.
- Client Details: Include the client’s business name, address, and email.
- Invoice Number: Every invoice should have a unique number for easy tracking.
- Description of Services: Clearly list each service, along with rates and quantities.
- Total Amount Due: List the subtotal, taxes, discounts (if any), and final amount.
- Payment Terms: Specify due dates (e.g., "Net 30") and preferred payment methods.
3. Define Payment Terms Clearly
Outline your payment terms to set clear expectations. You might state “payment due within 15 days” and add a note on late fees if payments are overdue. Both Ruul and Moxie support these details, making it easy for clients to understand when and how to pay.
4. Send Your Invoice & Track Payment Status
Once everything is set, it’s time to send your invoice. Moxie and Ruul both offer the option to email the invoice directly to your client. Ruul even lets you track when the client views the invoice, while Moxie offers automated reminders to follow up on overdue invoices.
5. Automate and Simplify Repeat Invoices
If you work with clients on a recurring basis, use the automation features to set up regular invoices. Moxie, for instance, allows you to create recurring invoices that send automatically, saving you from re-entering information each time.
Wrapping Up
Sending invoices as a freelancer doesn’t have to be complicated. With tools like Ruul and Moxie, you can create, send, and track invoices effortlessly. Try both platforms to see which one fits your invoicing style, and set yourself up for streamlined, professional billing!
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How to Send an Invoice - Essential Guide - (UPDATED)
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