Guides
The questions people actually ask while making an invoice — answered properly, in plain language, with no gated download at the end.
What to put on an invoice
The eight things every invoice needs, the four that get missed, and why a missing invoice number causes more trouble than a missing logo.
6 min read
Invoicing as a freelancer in Canada
GST, HST and the $30,000 threshold, explained without the accountant's fee — plus what changes when your client is in another province or the US.
8 min read
Invoice vs quote vs receipt
Three documents that get used interchangeably, and what it costs when they are. Which comes when, and the one field each of them needs.
6 min read
How to chase a late payment
The sequence that works, with the actual emails — from three days late to sixty, without wrecking the relationship.
8 min read
Invoicing a US client from Canada
Zero-rated exports, the W-8BEN nobody mentions until payment day, and the 2–3% your bank quietly takes on every conversion.
8 min read
Invoice numbering that survives an audit
Two rules cover almost everything, and one common habit — restarting at 1 each January — quietly creates duplicates.
6 min read
Invoicing for film and photography crew
Why crew invoices get held up, written from the production side of the desk. Dated days, separated kit, and the PO number that decides whether it enters the queue at all.
7 min read
Deposits and payment terms
What Net 30 really costs, the deposit splits people use, and why a late fee agreed after the work is not a term.
7 min read
When a client disputes an invoice
Disputed is not the same problem as late. Which of the four disagreements it is, why not to reissue anything on day one, and the split that gets most of the money now.
7 min read
How to price a job you have never done
The arithmetic, in order: the floor you must not go under, the rate you actually need, and what the job is worth to the person asking.
7 min read
Rent receipts: what to give a tenant
The six fields that matter two years later, why the date paid and the period covered are different things, and what a part payment has to say.
6 min read
What records to keep, and for how long
Six piles, a retention period that starts later than you think, and a filing scheme simple enough that you will still be doing it in March.
7 min read