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The payment schedule you establish with the client should help you determine the best naming conventions upfront. Your invoice names should always have a logical, predictable pattern for the same client. If I know exactly what phases I’m doing, I’ll name the project and the phase: Below are a few examples of the most common naming patterns I’ve use for my invoices over the years. The name of your invoice (that is, the subject name and/or the file name) should be a summary of the invoice details that make finding the invoice as simple as possible.
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Related: Want to start sending $2,500+ invoices each month? Learn how to raise your rates, find better clients, and get more repeat business by joining my free weekly newsletter. A sample invoice generated using Harvest. That means you can experiment over time and find what works best for you based on the types of projects you receive. It doesn’t matter what naming convention you use as long as it’s consistent for the same client. Consistent invoice names are an easy way to make your client’s lives easier and keep your business organized. Working with you should be simple and effortless. #freelancing #business #clients Click To Tweet Be Consistent You should always be thinking about your freelancing business form the client's perspective to ensure the decisions you're making also make sense for them. What if they had to rename each one before archiving them because they’re more organized than you? That wouldn’t be a good experience for them. This would be especially annoying if the client ever had to go back and find these invoices. It would be frustrating to receive 4 invoices with these names: But imagine you’re a client whose project is divided into 4 payments. It’s that by the time you’ve finished your work and are eager to get paid, the name of your invoice just doesn’t feel important. It’s not that naming an invoice is such a daunting task. #freelancing #invoices #business Click To Tweet Don’t Be Careless
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Caring about the seemingly trivial aspects of your business (that other freelancers ignore) is what will set you apart in the eyes of your clients. Most freelancers don’t spend time thinking about the best way to name their invoices, but caring about the seemingly trivial aspects of your business (that other freelancers ignore) is what will set you apart in the eyes of your clients. Every aspect of your business should be thoughtfully planned and organized. On the surface, invoice naming conventions might seem trivial, but your clients care and you should too. You know you can do better, but it’s not a big deal and you’ve got more important things to do, right? Not so fast. Really? So you start typing and end up with one of these:
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You log in to your time tracking software and draft the invoice, but before you hit send, you have to name it.
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Top 4 Download periodically updates software information of invoice full versions from the publishers,īut some information may be slightly out-of-date.