What are the best invoicing practices for freelancers in Case Management?

2 Set clear terms and expectations

It's essential to set clear terms and expectations with your clients before beginning a project in order to avoid disputes, delays, and miscommunications. You should communicate and agree on the scope, deliverables, timeline, payment method, frequency, schedule, invoice format, content, number, late payment policy, fees, penalties, dispute resolution process, and contact information. It's wise to document these terms and expectations in a written contract or agreement that both parties sign and acknowledge.

3 Be accurate and detailed

Creating and sending an invoice requires accuracy and detail about the work you have done and the amount you are charging. This can help you justify your value, prevent confusion, and increase transparency. Your invoice should include your name, business name, address, and contact details; your client's name, business name, address, and contact details; the invoice number, date, and due date; the description, quantity, rate, and total of each service or item you have provided; the subtotal, taxes, discounts, and total amount due; the payment instructions, options, and terms; as well as a thank you note, feedback request or referral incentive. Additionally, any relevant documents that support your invoice should be attached to it.

4 Send invoices promptly and follow up

Sending invoices promptly and following up with clients until they pay can help improve cash flow, avoid late payments, and maintain a positive relationship. To do so, send invoices as soon as possible after completing the work or according to the agreed schedule. Utilize email or online platforms to track delivery, receipt, and status of the invoices. Furthermore, make sure the subject line, message, and call to action are clear and polite. Additionally, send reminders, notifications, or thank you notes at regular intervals or according to payment terms. Finally, ensure invoices are sent with a professional and courteous tone, avoiding any threats, accusations, or ultimatums.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?