Consulting Retainer Agreement Template (Free, Copy and Use)
A free consulting retainer agreement template you can copy, plus the three blanks that decide everything: rollover, overage and how the agreement ends.
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How to Write a Quote for a Job That Wins Without Haggling
How to write a quote for a job: qualify first, detail the scope, keep component costs private, give three options, and date every quote you send.
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How to Ask for Payment Professionally (Without Sounding Rude)
Why polite follow ups get ignored, the one question that actually gets answered, and the three message schedule to use when an invoice goes past due.
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Accounts Payable Invoice Approval Process: The 4 Stages
The four stages an invoice goes through inside a company, where it actually stalls, and the fields that put it on hold before anyone reads it.
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5 Payment Reminder Email Templates That Actually Get You Paid
Five payment reminder email templates, the schedule to send them on, and what the law lets you claim when an invoice goes unpaid.
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What Is a Debit Note? The 7 Essential Details It Must Show
A debit note increases the amount owed on an invoice already issued. Who sends one, the 14 day VAT rule, and the seven details it must carry.
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What Is a Statement of Account? The Document You Should Never Pay From
A statement of account summarises a period and is not a demand for payment. What it shows, why never to pay from one, and what to include.
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Remittance Advice: What It Is, What to Include and When to Send One
A remittance advice tells your supplier exactly what a payment covers. Here is what to include, when to send it, and why no law anywhere requires one.
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Proforma Invoice: What It Is, When to Send One and What to Put On It
A proforma invoice is not a quote and not an invoice. Here is what it is, what belongs on it, the VAT rule that catches people out, and when sending one is the wrong move.
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Late Payment Fee: What You Can Actually Charge in the US, UK and EU
A late payment fee only works if it was in the contract first. Here is exactly what you can charge in the US, UK and EU, how to calculate it, and how to make clients pay it.
