Invoicing Use Cases: Billing Methods and Workflows
Guides to ways of billing clients, from recurring and retainer billing to milestones, progress billing, deposits and multi-currency invoices.
Agency Billing Software
Retainers, project work billed by tracked hours or a flat rate, costs passed through to a client, and more than one agency brand, with a one-client, one-month example.
Automated Invoicing Software
What can run on a schedule and what you still decide: recurring invoices, saved taxes and items, payment reminders, and invoices from work you've already recorded.
Batch Invoicing: Billing Many Clients on the Same Cycle
One shared billing schedule for a whole client list: a recurring profile for every client, a monthly example with twenty clients, follow-up after each run, and checks to make first.
Contractor Invoicing Software
How independent contractors invoice their clients: due dates and payment terms, billing more than one client, and keeping records for tax time.
Credit Note Management: Correcting Invoices and Refunding Clients
Correcting an invoice already sent: voiding and reissuing it before payment, refunding after payment, when a separate credit note document is needed, and the records to keep.
Deposit & Advance Invoicing Software
Taking a deposit up front by splitting one invoice into scheduled installments or accepting partial payments, deposit rules and taxes, and a three-installment example.
Estimate to Invoice: From an Approved Estimate to an Invoice
Building and sending an estimate, getting the client's approval, converting it to an invoice and adding what changed, with a worked example of a website estimate.
Expense Tracking for Small Businesses
Why business expenses are worth recording, what to note for each one, including the receipt and a category, and using those records at tax time.
Group & Team Invoicing Software
One invoice to one client covering work from several people or services: team time on a shared project, packages, extras and discounts, and a three-person example.
Late Fee Management
Due dates and payment reminders, what a late fee is and what to check before charging one, letting a client pay in parts, and a worked example under sample terms.
Milestone Billing with Billed
Dividing a project's price into stage-by-stage payments, choosing a payment schedule or partial payments, and a website billed in four milestones.
Multi-Currency Invoicing
Billing clients abroad in their own currency, what the IRS says about reporting that income in US dollars, getting paid, and a two-client example.
Progress Billing Software
Invoicing a fixed contract in stages as the work moves forward: working out each progress invoice, retainage, and a renovation billed in three invoices.
Project-Based Invoicing Software
Billing project by project, by the hour from logged time or as one flat-rate project you can bill at any stage, plus costs you paid for the client, with an hourly website example.
Recurring Billing Software
What billing clients on a repeating schedule involves, how a run of repeat invoices is set up, and keeping track of the payments that come in.
Retainer Billing Software
A fixed fee each period for agreed work: billing the retainer, seeing how the hours are used, and handling work outside the agreement, with a monthly design example.
Split Billing: Billing Each Payer for Their Share
Sharing one cost between two or more payers: an invoice to each payer for their agreed share, installments for a payer who needs time, and a shared-project example.
Subscription Billing with Recurring Invoices
Charging customers the same price for an ongoing service: a recurring invoice per plan, fixed terms, customers on more than one plan, and a monthly-and-yearly example.
Time-Based Billing Software: Track Hours & Invoice
What charging by the hour means, tracking the time you work, turning tracked hours into an invoice, and when pricing other than by the hour may suit better.
Don't See Your Use Case?
Send recurring invoices daily, weekly, monthly or yearly, convert approved estimates into invoices, and take online payments through Stripe or PayPal, all in Billed.