How to invoice successfully

Do your invoices go unpaid for ages? There are proven ways to change that. Check out these tips on the art and science of invoicing to help speed up payment.

Steps for successful invoicing

Invoicing doesn’t need to be a dreaded task. These steps will help you create and send great invoices, and get your invoicing process running smoothly.

1. What is an invoice?

Discover the journey an invoice makes and different types of invoices.

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2. Making a great invoice

Learn how to make an invoice that’ll get taken seriously.

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3. Sending an invoice

We cover the basics of when and how to get your invoice into the customer’s hands.

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4. Accepting payments

The easier you make it the quicker you’ll get paid. Check out the options.

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5. Dealing with overdue payments

Chasing late payments isn’t a nice task - but it’s important for business health.

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6. Making your process better

Check out our tips for streamlining invoicing. And read how online invoicing works.

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7. Invoicing checklists

Whether it’s choosing invoicing software or getting paid quickly we’ve got a checklist for you.

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8. Get extra support

There’s no one right way to run a business. But we’ve got some  tools and guides to help.

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This guide is intended as general information only. Always check with a professional for advice.

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Learn how to create and send invoices that get opened, understood, and paid. We’ve done the research to find out what works.

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Invoicing situations to avoid

Here are a few common invoicing problems that businesses can have. Read our guide to find out how you can avoid them.

  • Unclear invoice payment terms

  • Forgetting to send a customer an invoice

  • Spending all day chasing late payments

  • Not offering customers alternate payment options

Handy resources for small businesses

Invoicing is a key part of running a successful small business. You might also find these other resources helpful.

Invoice template
Invoice template

Take the hassle out of creating professional invoices with our easy-to-use free template.

Get the free template

Guide to growing your business

Learn what goes into growing a business and get ideas to help you take the next step.

Read the growing your business guide

Cash flow forecast template
Cash flow forecast template

Use this template to find out how much money you’ll have in the bank next week, next month, or even next year.

Get the free template