Guides

Practical guides for creating invoices and quotations, getting paid on time and writing clear documents for your customers. Every guide is free to read.

Create an invoiceCreate a quotation

Invoice and quotation basics (12)

Start here if you are new to business documents.

Invoicing and getting paid (28)

Terms, numbering, sending, deposits and payment follow-ups.

Writing better quotations (14)

Pricing, scope, validity and turning a quote into an invoice.

Invoice examples by industry (29)

Ready-to-follow invoice examples for specific trades and services.

Quotation examples by industry (23)

Quotation examples with the details each type of job needs.

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What Information Should an Invoice Include?

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A professional invoice does not need to be complicated, but it does need the right information. If an invoice is missing a due date, customer details, tax information, or payment instructions, the customer may need to contact you before they can make payment. Whether you are a freelancer, contractor, consultant, retailer, supplier, or small business owner, your invoice should clearly answer a few basic questions: Who is sending the invoice? Who is being billed? What is being charged? How much is due? When should it be paid? And how can the customer pay? Once those questions are answered clearly, creating an invoice becomes much easier. You do not need unnecessary sections or a complicated design. You simply need accurate information presented in a way the customer can understand. Quick answer: A typical invoice should include your business details, customer details, invoice number,...
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Social Media Management Invoice Template and Monthly Example

A social media management invoice should show the service period, the accounts covered and the deliverables included. “Monthly social media fee” may be enough for a familiar client, but a more specific description helps when a new approver or finance team checks the bill. The most important distinction is between your management fee and money spent on advertising. They are different charges and should not be blended into a single unexplained total. Use the agreement to decide which costs you invoice and which the client pays directly. Start with the monthly scope Billing period, such as 1–31 October, and the client project reference. Platforms covered and the number or type of deliverables. Whether scheduling, community management and reporting are included. Any separately approved content production or urgent work. Payment due date, invoice number, currency and billing contact. For example, “October management: 12 feed posts, four short videos, scheduling and one performance report ac...
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Invoice vs Quotation: What Is the Difference?

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Invoices and quotations are two of the most common documents used by businesses, freelancers, contractors, consultants, and service providers. They often contain similar information, so it is easy to confuse one with the other. However, an invoice and a quotation have very different purposes. The simplest way to understand the difference is this: a quotation normally tells a customer what something is expected to cost before the sale is completed, while an invoice asks the customer to pay for a confirmed sale, product, or service. Knowing when to use each document makes communication with customers clearer. It can also help you organize your records, reduce disagreements about prices, and make your business look more professional. In this guide, we will explain what an invoice is, what a quotation is, how they are different, what information they normally contain, and when you should use each one. ...
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