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Guides for getting paid.
Short, plain guides on invoices, tax and money coming in, for businesses anywhere.
A bank statement is read in its own currency, and each payment that came in is paired with the invoice it most likely pays. Bookkeeping · 6 min read
How to match bank payments to your invoices
How to pair each bank payment with the invoice it pays, in any currency, including part payments, bank fees and one payment for many bills.
The customer accepts the quotation on its link. Every line is copied into a draft invoice, which you check and issue. Basics · 6 min read
Quotation, proforma or invoice? What to send, and when
A quotation or estimate offers a price, a proforma asks for payment first, an invoice is the real bill. What each means, when to send it, and the tax.
One untidy spreadsheet row, and the same sale as a clean invoice with the VAT worked out and a due date. Switching · 6 min read
Invoices in Excel or Word? When to switch, and how
The honest signs your spreadsheet or Word invoices are costing you, what you gain by switching, and a simple first-week plan to move over.