Bookkeeping & Cash Flow
How invoices affect cash flow, unpaid balances, retainers, expenses and the records you keep after you send a bill.
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Past Due Invoice: What to Do Next
A past due invoice is not a personal insult. It is a process problem: the due date passed and the money did not. What you do next should be calm, dated and written down. This guide walks through a check of your own file, a first reminder and the later steps if the invoice stays unpaid. Check Your F...
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How to Add Expenses to an Invoice
Buried expenses make clients suspicious. Learning how to add expenses to an invoice means showing travel, materials or agreed tools as their own lines, with enough detail to match a receipt if someone asks. This guide covers what to include, what to keep off the invoice and how to avoid turning the...
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Retainers: How to Invoice Monthly
A retainer is a reserved block of your time. Learning how to invoice monthly retainers keeps that arrangement boring, which is what both sides want. This guide covers when to send the bill, how to describe included hours and how to handle extras without rewriting the whole agreement each month. Inv...
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How to Track Unpaid Invoices
If you cannot list what you are owed this week, unpaid invoices are running the business, not you. Learning how to track unpaid invoices does not require a large accounting suite. It requires a short, current list and a habit of updating it when you send or receive money. This guide gives you that l...
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How Invoicing Affects Cash Flow
Profit on paper and cash in the bank are different things. How invoicing affects cash flow is simple: you cannot spend an invoice that is still sitting in drafts. This article shows how send timing, payment terms and follow-up change when money arrives, without turning you into a full-time bookkeepe...