Invoicing ·
Year-End Invoicing Checklist: What to Do Before January
A December checklist for freelancers: bill the year's work, chase late payers, record payments, tidy drafts and export the year for your accountant.
10 min read
Who it's for / Auto detailers
Auto detailers sell packages, such as an interior detail or a full detail, priced by vehicle size, with add-ons for pet hair, odor removal or headlight restoration, and often a fee when the work is done at the customer's place. Paint correction and ceramic coating are quoted first and usually booked with a deposit, and dealerships and company fleets are billed for many vehicles at once, usually monthly. Tell Clodou what you did and at what price: it writes the quote or the invoice and keeps track of who has paid.
"Invoice Jenna Ruiz for a full detail on her SUV at $275, pet hair removal at $40 and a $25 mobile fee" writes three lines, $340. Clodou uses your prices; it never picks a package or adds a fee for you.
Quote paint correction and ceramic coating with your deposit terms in the note. When the customer books, turn the quote into the invoice and record the deposit as a partial payment; Clodou keeps the balance until pickup.
Add the dealership or the company as the client, with the person who books and their accounts team as contacts. At month end, invoice the washes and details with their quantities; a fixed monthly price can be a retainer that Clodou prepares as a draft.
Most detailers price packages, such as an exterior wash, an interior detail or a full detail, by vehicle size, with add-ons for pet hair, odor removal, engine bay cleaning or headlight restoration. Give Clodou each package and add-on with your price: a full detail on an SUV at $275 and pet hair removal at $40 are two lines. A mobile or travel fee is its own line too. Clodou never adds a fee or a discount by itself.
Correction and coating jobs take a day or more and are often booked with a deposit. Write your deposit and cancellation terms in the quote's note, turn the quote into an invoice when the customer books and record the deposit as a partial payment. Clodou keeps the balance, and you record the last payment at pickup.
Dealerships, rental companies and company fleets are often billed once a month for every vehicle done, with the number of each service as the quantity and sometimes a purchase order number in the note. A customer on a maintenance plan, such as a wash every two weeks at a fixed monthly price, can be a retainer: Clodou prepares one draft a month for you to check. Whether detailing is taxed where you work is for you to check with your accountant; Clodou applies the rate you set.
Step 1
Quote Marcus Webb for his sedan: one-step paint correction at $450 and a 5-year ceramic coating at $900. Note: $350 deposit to book, balance due at pickup.
Adds Marcus Webb as a client and creates quote DEV-0071 with two lines: one-step paint correction, $450.00; ceramic coating, 5-year, $900.00. No tax is set on this workspace, so the total is $1,350.00, and the deposit terms print in the note.
Step 2
Marcus booked for March 14 and paid the $350 deposit. Turn DEV-0071 into an invoice due March 15; I sent it to him.
Creates invoice INV-0102 for $1,350.00 with the same lines and note, plus a reference to DEV-0071, and sets the due date to March 15. It marks INV-0102 as sent and shows an approval card to record $350 received. Once you approve it, $1,000.00 is still owed.
Step 3
Marcus picked up his car and paid the $1,000 balance.
Shows an approval card to record $1,000.00 received on INV-0102. Once you approve it, INV-0102 is marked paid.
Step 4
Invoice Northside Realty for March: 6 exterior washes at $45, 2 interior details at $120, and the $25 mobile fee for each of the 2 visits.
Finds Northside Realty and creates draft invoice INV-0103 with three lines: exterior wash, 6 at $45, $270.00; interior detail, 2 at $120, $240.00; mobile fee, 2 visits at $25, $50.00. Total: $560.00, ready for you to check and send.
Quote Marcus Webb a one-step paint correction at $450 and a 5-year ceramic coating at $900, with a $350 deposit to book
Invoice Jenna Ruiz for a full detail on her SUV at $275, pet hair removal at $40 and a $25 mobile fee
Invoice Northside Realty for March: 6 exterior washes at $45 and 2 interior details at $120
Invoicing ·
A December checklist for freelancers: bill the year's work, chase late payers, record payments, tidy drafts and export the year for your accountant.
10 min read
Invoicing ·
How to number invoices: sequential numbers, prefixes, yearly series, gaps, voided invoices, credit notes, and what HMRC, the ATO and the EU say.
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Getting paid ·
Email, phone and text scripts to ask a client for payment politely and firmly, before the due date to 30 days late, plus disputes, silence and stopping work.
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