How to Invoice as a Freelancer: What to Include

how to send an invoice as a freelancer

You’ll need to include all the information listed above to make sure your client can pay you easily and on time. Send invoices immediately after completing a service or delivering a product. Use invoicing software like Expensify for faster delivery and confirmation of receipt. Despite the digital transformation, “snail mail” remains a reliable method for sending invoices, especially for clients who prefer physical records or lack digital access.

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Square, Inc. developed it to let users send and receive money on mobile. Cash App is an especially handy option for one-man shops and owner-operators because it’s so simple. But it’s not available everywhere, and not everyone has an account.

how to send an invoice as a freelancer

What is the importance of timely invoicing for freelancers?

Using software can make the entire invoicing process a lot easier. For freelancers who only send a few invoices each month, generating PDF invoices and keeping track in a spreadsheet is easy and effective. But if you send multiple invoices to multiple clients each month, invoicing software can help you save time. Your invoice is essentially your ticket to generating an income. This document is a formal request for payment for products or services rendered. As a freelancer, you’ll find that the better you are at invoicing, the easier it is to bring in a reliable cash flow.

  • It’s easy to set up payment forms and send customers the information they need after purchase.
  • Having a schedule or system for when you send invoices and check on late payments can also be helpful.
  • That’s why I like to ask for a deposit upfront before performing a freelance service.
  • If you don’t have the time or energy to create invoices, hiring a bookkeeper can be a great option.
  • As a freelancer, you might have to answer client questions about your work or track down late payment.
  • The easiest and most affordable way to do so is by logging your invoices into an Excel spreadsheet or Google Sheets.

Start with a Freelance Invoice Template

  • The money arrives instantly, plus the client doesn’t need to type in any banking deets.
  • One software that might help streamline your process is HelloBonsai.
  • That’s why including multiple payment methods can make electronic payment easier and faster for your clients.
  • It saves time and offers an economical means to generate professional-looking invoices.
  • Plus, we’ve got a handy Excel invoice template you can download for free.

Freelancers can find invoice templates for Google Docs, Google Sheets here, or browse through the MS Excel Invoice Template for customized and appropriate invoicing. Automating the process of sending invoices is a great way to free up time and energy for other tasks. By setting up a system that sends invoices automatically, you can take the tedious admin tasks off your plate and get on with more important work. Freelancing can be risky work — honestly, sometimes clients don’t pay. That’s why I like to ask for a deposit upfront before performing a freelance service.

Final Invoices

In other words, keep the work coming in- and invoicing for it promptly. However, if there are any inconsistencies in the information on the invoice, it’s best to take a few minutes to make the necessary updates before how to invoice as a freelancer pressing send. This ensures accuracy and saves you from any potential confusion with payment down the line. If you don’t have the time or energy to create invoices, hiring a bookkeeper can be a great option.

how to send an invoice as a freelancer

Popular invoicing apps have integrations with banking service providers and payment gateways, which allow you to accept payment by transfer, card, or even crypto. Choose a payment method that works for your clients and your business too. Though some independent contractors also accept card payments in person (using a mobile cards reader like Square or SumUp) or accept old-fashioned paper checks (in some markets).

how to send an invoice as a freelancer

Remember, your invoice should be relatively simple and easy for the client to scan and understand. Our detailed guide on how to invoice as a freelancer will help you create professional invoices. As a freelancer or self-employed individual, you can generate a self-employed blank invoice template tailored to your services. Once it’s been created, send your invoice directly through Expensify to your client.

Payment method and terms

Most freelancers send an invoice before and/or after delivering the service. You can request a project deposit (e.g., 50%) or a retainer (e.g., 100% prepayment) before sitting down to do the work. Or you can invoice the client in full after delivering the service.

Invoice issue date and payment due date

It’s only mandatory to be VAT registered if your turnover is above a threshold – 85,000 GBP annually at the time of writing. However, you can choose to register for VAT before you hit this income level if you’d prefer. Both options have their own pros and cons, so you’ll need to consider what’s important to you, to decide which works best. You’ll need to be able to create a freelance work invoice as soon as you’ve completed your first job as a freelance worker in the UK. You can do this in a couple of different ways – creating and completing your invoice manually, or using a dedicated invoicing tool to make the process straightforward and intuitive. Create a consistent system for generating, sending, and storing invoices.

Then, on the left of your invoice under all the contact information, add your invoice number. You can include your contact information on the top left or right of the invoice. Plus, as we saw above with the invoice sample, your invoice doesn’t have to be fancy. Here’s a sample invoice that includes all of the elements we’ll detail throughout this post. Sign up and be the first to know about new tips, insights, and Bluevine product offerings.