Confession: I used to create PDF invoices in Word and email them to clients. We all have those first pancakes in business. Those things that make us cringe when we look back, but we know the experience makes us who we are today. Invoices were definitely a first pancake for me. Wave was the answer for that. I found Wave about 3 years ago, and I started using the bookkeeping side of things right away.
In the middle of last year, I had the perfect storm. There I was, working away like normal. Until the emails started rolling in...a few clients needed to stop or pause retainers for one reason or another. (Like: they lost a huge client themselves and were forced to decrease expenses. Um...That means me.) Over the course of a few days, I lost about $1000 in monthly recurring income.
Recently, I shared with you my 3 favorite free tools for getting clients to electronically sign your contacts. But what if you don't already have a contract in place? When I got started, I wasn't sure which sections to include my contract. And I didn't know which templates were "good" for freelancers.
Eventually we all run into a difficult client on this freelance journey. It’s honestly (and thankfully) rare for me, but it still happens.
Recently, I hit a bump in the road when I delivered an eBook file only to have the client disappear. I delivered the file for review before final payment. I did that because it was one of our milestones on the way to completing a larger project.
I'm asked a lot about what system I use for invoicing.
I get this question often from fellow solopreneurs and virtual assistants - even from some of my clients after they see their invoices. So, I decided to finally to lay it all out there...
I use Wave. There's a lot that I love about it, but here are a few of my fav things: