The details every invoice needs, a worked example, and the mistakes that delay payment.
What each common payment term means, how to choose yours, and the wording to use.
When you can charge a late fee, flat vs percentage fees, and clauses for contracts and invoices.
Five reminder emails to copy, from a heads-up before the due date to a final notice.
The kinds of retainer, how to price one, and an agreement template covering overages, unused balance, and cancellation.
The thirteen sections every consulting or client services contract needs, with an outline you can adapt.
How ACH bank payments compare with cards, how to start accepting them, and how to get clients to pay by bank.
What sets estimates, quotes, and proposals apart, when to use each, and how to make accepting easy.
How hourly and fixed-fee pricing compare, the hybrid models in between, and how to choose for each project.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
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