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Invoicing best practices

Updated yesterday

Follow these best practices to get paid faster and keep your clients happy.


Be clear and detailed

Include a clear breakdown of your services and costs. Use multiple line items to detail each part of the project.

  • Good: "Website Design - Homepage Mockup - 10 hours @ $100/hour"

  • Bad: "Website work"


Set clear payment terms

Include a clear due date on every invoice. Common payment terms are:

  • Net 7 (due in 7 days)

  • Net 15 (due in 15 days)

  • Net 30 (due in 30 days)


Send invoices promptly

Send invoices as soon as the work is complete or at the agreed-upon billing interval. This keeps the project fresh in the client's mind and helps you get paid faster.


Use flexible payment options

Enable flexible payment options to give your clients multiple ways to pay. This reduces friction and makes it easier for them to pay you on time.


Send payment reminders

If an invoice is overdue, send a friendly payment reminder. Acctual can do this for you automatically.


Keep records organized

Use Acctual to keep all your invoices and payments in one place. This makes it easy to track your income and follow up on overdue payments.


Next Steps

  1. Complete verification – Freelancer verification or business verification

  2. Set up flexible payment options – Learn how to configure flexible payment methods

  3. Adding manual payment methods - Learn how to add manual payment methods

  4. Supported currencies and payment methods - Learn about supported currencies and payments

  5. Transfer your funds - Learn how to send money

  6. Send your next invoice - Learn how to create and send invoices

  7. Tracking payments and transfers - Learn how to payments and transfers

  8. Matching invoices and payments - Learn how to match invoices and payments

  9. Troubleshooting payment issues - Learn how to trouble payment issues


Need help?

If you have questions about Acctual:

  • In app messenger chat: Click the chat icon in the right corner of your dashboard

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