Tag: use-case

TL;DR

• Invoice consistently and send on a fixed rhythm.
• Move repeat clients onto recurring billing.
• Capture expenses as they happen.
• Turn estimates into invoices in a click.
• Give your accountant read access, not your password.

On this page: Invoice consistently · Recurring billing · Capture expenses · Estimates to invoices · Accountant access · Read cash flow

Move repeat clients onto recurring billing

Retainers and subscriptions should bill themselves. Set up recurring invoices so the same amount is raised on schedule without you remembering.

Review recurring clients quarterly for scope creep. An invoice that never changes while the work grows is a quiet loss.

Turn estimates into invoices in one click

Send an estimate before larger jobs, then convert the accepted estimate into an invoice without retyping the line items.

A clear estimate sets expectations and reduces disputes later, because the client has already agreed to the scope and the figure. It also speeds up invoicing, since the approved figures are already in the system.

Read your cash flow early

Check the aged-receivables report weekly, not at year end. Unpaid invoices are easier to chase at day fifteen than day ninety. There is no version of this that gets easier by waiting.

Note the difference between profit and cash: a profitable month with slow payers still squeezes the bank account. Plan around the gap, and set aside tax money from each payment as it arrives so the quarterly bill is never a surprise.