Been juggling multiple repeat clients lately. The monthly invoicing dance is getting old fast. Tried a few systems, but nothing’s clicking.
Wondering how other solo operators handle this. What’s your go-to method for streamlining recurring invoices without losing your mind?
I just use a basic spreadsheet. Copy last month’s, change the date and numbers. Send it as a PDF. Takes me like 5 minutes tops. Keep it simple, you know?
Invoices? I just scribble on paper and hand 'em over. Keeps things moving and money coming in.
I’ve been there, friend. Invoicing can be a real headache. Here’s what I do:
I use a mix of QuickBooks and my own system. For regular clients, I set up recurring invoices in QuickBooks. It sends them out automatically every month. Big time saver.
For clients with changing work, I have a folder on my computer with invoice templates. I just open last month’s, change the date and details, and send it off.
I also have an ‘invoice day’ on my calendar. It’s the 5th of every month. I sit down, coffee in hand, and handle all the invoices at once. Keeps me from forgetting anyone.
One tip: I always follow up on unpaid invoices after 2 weeks. A quick, friendly reminder email usually does the trick.
It’s not perfect, but it works for me. Hope this helps!
Oh man, I feel your pain. Invoicing can be such a time-suck. Here’s what’s working for me:
I use FreshBooks. It lets me set up recurring invoices that go out automatically. Huge timesaver.
For clients with variable work, I’ve got templates ready to go. Just plug in the numbers and hit send.
Once a month, I block off a few hours for ‘invoice day’. Knock them all out at once. Pour a coffee, put on some tunes, and power through.
Still not perfect, but way better than before. Frees up brain space for actual work, you know?
What have you tried so far? Maybe we can troubleshoot your current setup.
Spreadsheets work fine if you’ve only got a few clients. For more, you need a system. I use QuickBooks. Set up recurring invoices for regulars. For others, clone last month’s and adjust. Takes about an hour each month.
Key is to batch it all at once. Pick a day, say the 1st, and knock out all invoices. Set reminders so you don’t forget. Keep good records of what’s been sent and paid.
Don’t overcomplicate it. Find what works and stick to it. Clients appreciate consistency. Makes it easier to get paid on time too.
I use Wave for invoicing. It’s free and gets the job done.
Set up recurring invoices for steady clients. For others, duplicate last month’s and tweak as needed.
Dedicate an hour each month to review and send all invoices. Keep it simple and stick to a system that works for you.