Invoicing guides for independent work

Start with the part of invoicing you need to fix

A useful invoicing process connects four jobs: creating an accurate document, agreeing when payment is due, monitoring the outstanding balance, and following up professionally. Choose the guide that matches the point where your current workflow breaks down.

How payment links work in SendBilling

A sender can paste an external payment URL into an invoice. The customer follows that link and pays on the third-party provider's website. SendBilling does not collect, receive, hold, process, or reconcile the payment, so the sender verifies the funds and updates the invoice status manually.

The guides explain general invoicing workflows, not tax, legal, or accounting advice. Invoice requirements, late fees, deposits, collection options, and record-retention rules vary by contract and jurisdiction.

A practical weekly invoice review

Guides are most useful when they change a repeatable process. Set aside one regular review and work through the same sequence so overdue balances, incorrect contacts, and unrecorded payments do not depend on memory.

1. 1. Verify recordsCheck new invoices for the correct customer, work reference, due date, currency, amount, and payment instructions.
2. 2. Check external fundsReview the bank or payment provider and update paid or partially paid invoices manually.
3. 3. Review exceptionsSeparate genuine disputes, missing purchase orders, failed delivery, and changed contacts from ordinary late payment.
4. 4. Follow upSend the appropriate reminder, record the response, and pause automation when a person is resolving the issue.

These articles provide general operational guidance. They do not determine whether a fee, tax, collection step, contract term, or retention period is valid for a particular business or jurisdiction.