What Should You Include on an Invoice? A Guide for Beginners

Invoices play a crucial role in the financial operations of businesses. They serve as essential documentation for requesting payment from clients and keeping track of income. However, if this is the first time you’re sending an invoice, knowing what to include on an invoice can be a bit daunting. In this guide, we’ll walk you […]

Things to Consider Before You Send Your Next Invoice

In the world of business, first impressions matter. From the moment a client receives your invoice, they form an impression of your brand. That’s why having professionally designed and customizable invoice templates is crucial for representing your brand identity accurately. The next time you’re about to send an invoice, take a moment to reflect on […]

Building a Stronger Brand: Marketing Strategies for Professional Services Firms

In today’s digital age, it’s more important than ever for professional services firms to have a strong brand and effective marketing strategies. Whether you’re a law firm, accounting practice, or consulting agency, building a strong brand can help you stand out in a crowded market and attract new clients. In this article, we’ll explore some […]

Line Item Discounts Added

For the longest time, if you wanted to add a discount to invoices and estimates, we had a very simple system which support negative line values. All of our amount calculation logic and corresponding rendering logic in our document templates supported this notion. However, we’ve received feedback over the years that this isn’t enough to […]

10 Ways Invoicing Software can Streamline your Small Business’s Financial Process

This is a guest post by Haider Sayed. Haider is a Content Marketing Consultant & Founder of haidersayed.com. Where he writes about Business Software, how-to guides, and individual software reviews, so, people can make the right choice for their business. Invoicing is a crucial part of any business’s financial process, and as technology has evolved, […]

Why a Branded Client Portal Can Help with Client Confidence

As a professional services business owner, building client confidence is essential to the success of your business. Clients who trust and believe in your services are more likely to return for repeat business and recommend you to others. It’s not just about the quality of your work, but also the client’s perception of your work […]

From Zero to Billable: A Beginner’s Guide to Invoicing and Time Tracking for Freelancers

As a freelancer, your time is your most valuable asset. Not only do you need to manage your workload effectively, but you also need to ensure that you’re accurately billing your clients for the work you do. This is where invoicing and time tracking software comes in. But with so many options on the market, […]