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 / Florists
Florists price event work piece by piece: the bridal bouquet, each bridesmaid bouquet, boutonnieres, centerpieces and installations, with delivery, setup and teardown on top and rentals such as vases or an arch. A deposit holds the date, the final count is settled a few weeks before, and the balance is paid before the event. Hotels, restaurants and offices often take weekly arrangements on a monthly account. Tell Clodou what you agreed and it writes the quote, turns it into the invoice and keeps the deposit and the balance in order.
"Quote the Chen-Park wedding: bridal bouquet at $250, 6 bridesmaid bouquets at $85 and 12 centerpieces at $120" writes three lines, $2,200, with your deposit terms in the note.
Turn the accepted quote into a draft invoice and record the deposit. When the couple confirms the final count, change the quantities on the draft and Clodou works out the tax and the total again, keeping the deposit.
Set up a hotel's or a restaurant's weekly arrangements once as a retainer at the agreed monthly price. Clodou prepares one draft invoice a month for you to check and send.
Weddings and events are priced piece by piece from the proposal: personal flowers such as bouquets and boutonnieres, centerpieces, ceremony pieces and installations. Clodou takes each piece with its quantity and price, such as 12 centerpieces at $120, $1,440. Some florists set a minimum spend for events; Clodou does not check it, and it never picks a price for you.
A deposit holds the date, and the final count and the balance are settled a few weeks before the event. Write your terms in the quote's note. When the couple books, turn the quote into a draft invoice and record the deposit against it. When the count changes, change the quantities on the draft and Clodou works out the total again, keeping the deposit; send the invoice once the figures are final.
Delivery, setup and teardown are often billed as a flat fee or a share of the order: give Clodou the amount on its own line, such as delivery, setup and teardown, $275. Rentals such as vases, stands or an arch can be their own lines too. Flowers are goods and setup is a service, so the tax can differ from one line to the next: check with your accountant, and Clodou applies the rate you set, per line if needed.
Step 1
Quote Mei Chen and Daniel Park for their wedding on June 6: bridal bouquet at $250, 6 bridesmaid bouquets at $85, 12 centerpieces at $120, and delivery, setup and teardown at $275. 8% sales tax on the flowers, none on delivery and setup. Note: $750 deposit to hold the date, final count and balance due May 16.
Adds Mei Chen and Daniel Park as a client and creates quote DEV-0035 with four lines: bridal bouquet, $250.00; bridesmaid bouquets, 6 at $85, $510.00; centerpieces, 12 at $120, $1,440.00; delivery, setup and teardown, $275.00. Sales tax at 8% on the flowers is $176.00, so the total is $2,651.00, and the terms print in the note.
Step 2
They booked and paid the $750 deposit. Turn DEV-0035 into an invoice and record the deposit; I'll send it with the final count.
Creates draft invoice INV-0077 for $2,651.00 with the same lines, taxes and note, plus a reference to DEV-0035, and shows an approval card to record $750 received. Once you approve it, $1,901.00 is still owed and the invoice stays a draft.
Step 3
Final count: 8 bridesmaids and 14 centerpieces. Update INV-0077.
Changes draft INV-0077 to 8 bridesmaid bouquets at $85, $680.00, and 14 centerpieces at $120, $1,680.00. Sales tax on the flowers is now $208.80, so the total is $3,093.80, with $2,343.80 still owed after the deposit.
Step 4
I sent INV-0077, and the couple paid the $2,343.80 balance on May 16.
Marks INV-0077 as sent and shows an approval card to record $2,343.80 received. Once you approve it, the invoice is marked paid.
Quote the Chen-Park wedding on June 6: bridal bouquet at $250, 6 bridesmaid bouquets at $85 and 12 centerpieces at $120
The Chen-Parks now have 8 bridesmaids and 14 tables: update the draft invoice
Set up a $640 monthly retainer for The Larkin Hotel from January 1: weekly lobby and front desk arrangements
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