Quotation and Invoice Guides

How to write a quotation, and when to use an invoice, proforma, receipt or credit note, with worked examples, checklists and country requirements.

Invoices and getting paid

How to write an invoice: a step-by-step example

The ten parts of an invoice in order, a worked example with tax and a deposit, what changes in the US, UK, EU, Australia, Japan and Korea, and a final check.

  • About 6 min read
  • Worked example
  • Checklist
  • Steps
  • Questions
  • Comparison

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Free invoice template in Excel, Word or PDF

Which format suits an invoice: Excel with live formulas, editable Word or PDF. Fill it in online, no download needed, with a worked example and a checklist.

  • About 4 min read
  • Worked example
  • Checklist
  • Steps

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Freelance invoice checklist: hours and fees

Prepare a freelance invoice with a worked hourly-plus-fixed-fee example, scope and expense checks, billing details, and a PDF checklist before sending.

  • About 3 min read

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Invoice numbering: sequences and corrections

Plan a traceable invoice numbering system with year and sequence examples, checks across devices, correction records, and QuoteBill numbering limits.

  • About 4 min read
  • Worked example

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Quote to invoice: how to convert a quote, step by step

How to turn an accepted quote into an invoice: the steps, the new number and dates, a worked deposit example, and the QuoteBill button that keeps the quote.

  • About 6 min read
  • Worked example
  • Checklist
  • Steps
  • Questions
  • Comparison

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Payment reminder email: three templates and timing

A polite reminder schedule, three emails to adapt for an overdue invoice, how to handle part payments, and when interest or fees may be added.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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What a receipt must show (and receipt vs invoice)

What to put on a payment receipt, how it differs from an invoice, how to handle deposits and part payments, and a worked example: two receipts, one invoice.

  • About 4 min read
  • Worked example
  • Comparison

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Quotations, estimates and pricing

Quotation vs invoice: differences and timing

Compare a quotation and an invoice by purpose, dates, amounts, and next steps. Follow a practical project example and the matching QuoteBill workflow.

  • About 3 min read
  • Worked example
  • Checklist
  • Comparison

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Proforma vs invoice and down payment invoice

When to send a proforma, a down payment invoice or the final invoice: tax effect, prepayment and export use, a worked 50% example and a checklist.

  • About 5 min read
  • Worked example
  • Comparison

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Free quotation template in Excel, Word or PDF

Excel, Word or PDF for a quotation: live formulas while the price moves, editable wording, a final PDF. With a painting example and a pre-send checklist.

  • About 4 min read
  • Worked example
  • Checklist

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Retainer vs hourly billing: which to use and how to bill

How a monthly retainer and hourly billing share the risk, one quarter billed both ways, what a retainer agreement should say, and how to invoice each.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions
  • Comparison

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Tax and country rules

How to calculate VAT: add it, remove it, round it

The three VAT formulas, taking tax out of a gross price without the usual mistakes, rounding per line or on the subtotal, and showing VAT on an invoice.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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UK VAT invoice requirements: full, simplified, modified

What HMRC says a full UK VAT invoice must show, when a simplified or modified invoice is enough, when no VAT invoice is needed, with a worked 20% example.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions
  • Comparison

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EU VAT invoice requirements and the reverse charge

The Article 226 list of what an EU invoice must show, the reverse charge on cross-border sales, the 15th-day deadline and the e-invoicing change of 2030.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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German invoice requirements: the mandatory details

What a German invoice must contain under § 14 UStG, the small-amount invoice up to EUR 250, small-business and reverse-charge notes, and the e-invoice dates.

  • About 4 min read
  • Checklist

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Australian tax invoice: GST requirements explained

What an Australian tax invoice must show under and over $1,000, the $82.50 and 28-day rules, and what to send if you are not registered for GST.

  • About 5 min read
  • Worked example
  • Checklist
  • Steps
  • Questions

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Japan qualified invoice: the required entries

The six entries a Japanese qualified invoice must carry, the registration number, rounding by tax rate, simplified invoices and what changed on 1 October 2026.

  • About 6 min read
  • Checklist

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Korea’s 3.3% freelancer withholding: how to invoice

Why Korean clients deduct 3.3% from freelance fees, who it applies to, a worked 1,500,000-won example, how to write the invoice and what happens at year end.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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Contracts and e-signatures

How to get a contract signed online, step by step

From draft to signed copy: sending the link and code, what to tell your client, reminders, deadlines, lost links and corrections, and what to keep afterwards.

  • About 5 min read
  • Worked example
  • Checklist
  • Steps
  • Questions

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Freelance contract checklist: 12 points before signing

Twelve points every freelance contract should settle, a website job filled in clause by clause, the client’s side of it, and how to sign it online.

  • About 5 min read
  • Worked example
  • Checklist
  • Steps
  • Questions

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How to write a statement of work (SOW), with an example

What a statement of work contains, how to write a scope that can be checked, a three-milestone example, acceptance and changes, and billing each milestone.

  • About 5 min read
  • Worked example
  • Checklist
  • Steps
  • Questions

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When do you need an NDA? Mutual vs one-way

When a non-disclosure agreement helps and when it does not, mutual or one-way, the clauses that matter, and a worked example of an agency pitch.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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Simple, advanced or qualified e-signature?

The three eIDAS levels in plain words, where QuoteBill's simple signature fits, when it is enough, and how Korea, Japan and Germany draw the line.

  • About 4 min read
  • Comparison

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Free DocuSign alternative for simple contracts

A free way to get a simple contract signed online: what QuoteBill E-Contracts does, what it does not, and when you need an advanced e-signature service.

  • About 4 min read
  • Worked example
  • Checklist

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Contracts for creators and software businesses

Influencer sponsorship contract: what to agree first

What creators and brands should agree before a paid post: deliverables, approval, ad disclosure, usage rights, exclusivity and fees, with a worked example.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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Video editor contract: revisions, files and rights

What a creator and a video editor should agree: included tasks, revision rounds, ownership, AI tools, account access, music licences and a monthly fee example.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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Licensing AI-generated artwork: what to put in writing

What copyright offices say about images made with AI tools, what an honest licence should state, likenesses and tool terms, and a book cover example.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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SLA for a small SaaS: uptime, credits and support

What an SLA covers, what 99.9% or 99.5% uptime means in minutes, how service credits work with a worked example, and support hours and exclusions.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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Data processing agreement (DPA): when you need one

When a small business needs a DPA, controller or processor, what GDPR Article 28 asks for, Korea’s entrustment rule, and a breach timeline example.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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AI, automation and choosing tools

Use QuoteBill in ChatGPT, Claude and Gemini

Ask ChatGPT or Claude to turn a client’s email into a quotation, then an invoice, then a monthly statement: requests to copy, three-minute setup, privacy.

  • About 11 min read
  • Steps
  • Comparison

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Create invoices from a spreadsheet automatically

Three ways to turn spreadsheet rows into invoices, how to plan the sheet, a three-row example, how the API automation runs and the limits to plan around.

  • About 5 min read
  • Worked example
  • Checklist
  • Questions

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Compare free invoice generators: ten checks

Ten product-neutral checks for a free invoice generator: formats, account, tax, numbering, data and price. Where QuoteBill meets each, and where it does not.

  • About 4 min read
  • Worked example
  • Checklist
  • Steps

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Example QuoteBill quotation editor with document fields and a document preview
Example quotation in the QuoteBill editor