Tutorials and how to's

Tutorials and how to's

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Take your time to learn the basics freelancing tips.

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15 articles
Read time: 54

#1

Experience: Beginner
Read time: 2
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How important is a logo for your brand?

I remember back in the days when we were starting up, we thought that the most important skills that we are ever going to need are the skills that we are going to sell to our clients – and we couldn’t be more wrong about it.

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#2

Experience: Beginner
Read time: 4
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Creating invoices – basic info?

First question we’ve had when we were about to create our first invoice was: Hey what number should I use on the invoice.

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#3

Experience: Beginner
Read time: 3
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Creating invoices – my information?

Your details on the invoice should provide answers to the customer on the following questions: - Who is the person I am going to send the money to? - How can I get in touch with this person? - What are the bank account details where the funds will be transferred to?

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#4

Experience: Beginner
Read time: 4
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Creating invoices – client information?

Before creating an invoice for your client, he will need to provide you with the following information: - Name of the client(can be the name of the individual or the name of the company); - Email address; - Business address or address of residence; - Country of residence; - Currency which you’ve previously agreed upon; - Phone number(It is mandatory in some countries); - VAT number(It is mandatory in some countries);

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#5

Experience: Beginner
Read time: 6
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Creating invoices – invoice items

In this section of the invoice we want to explain to the customer what they are going to pay us for. If we agreed to work with our client on hourly basis, in that case under quantity we will add the total amount of hours that we’ve used to finish our tasks.

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#6

Experience: Competent
Read time: 7
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Creating invoices – terms and notes

Invoice terms is your request until when you would like your invoice to be paid. -- Invoice notes lets you add additional contextual notes to the invoices.

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#7

Experience: Competent
Read time: 4
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Invoice statuses and why you should care

In the past we’ve used to create our invoices in Word and manage them in Excel. It was quite a big challenge to have everything up to date since this required us to manually update our Excel file in order to know which invoices were paid, unpaid or overdue.

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#8

Experience: Competent
Read time: 3
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Save time with duplicate invoice

If you ever tried to maintain your invoices manually in Word, you have definitively tried to copy-paste your previous invoices from your long-term client. We used to do that as well.

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#9

Experience: Competent
Read time: 2
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1 rule to have a flawless collaboration with your accountant

Accountants are one of the most important professionals you will want to have on your side.

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#10

Experience: Skilled
Read time: 4
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Stay in the loop with the Action Center

In Envoice we have several ways to inform you for your latest activities regarding your invoices. In case you’ve missed out our emails and SMS messages you can always return to the action center to find out the latest activities for all of your invoices.

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#11

Experience: Competent
Read time: 4
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Educate yourself and prosper – Collections

We believe that as professionals we need to learn something new every day. Expanding our knowledge will help us to become better and more efficient at our work. Becoming a better professional is our duty.

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#12

Experience: Skilled
Read time: 3
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7 ways to thank your top paying customers

As successful freelancers, we have to maintain good relations with our clients. This will help us to bring our relation to the next level and to improve our collaboration.

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#13

Experience: Specialist
Read time: 3
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1 way to increase your earnings from less paying customers

We all have had some clients who just wanted a small portion of work to be done. A fix here and there. Some color changes, small copy changes on the landing page. These kind of gigs can have a hidden potential and we should try to get from them as much as possible.

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#14

Experience: Competent
Read time: 3
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Handling customers who won’t pay

If you’ve ever found yourself in such situation, don’t worry there are several things you can try to get paid.

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#15

Experience: Competent
Read time: 2
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Find your most financially lucrative services

As freelance professionals we are best at a limited number of services we are offering. As such we should focus on what we do best and what is most financially lucrative for us.

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