We've provided example documents for your industry. They're a great place to start and ready to send, with real scope, fees and terms. You can edit any of these online and see how it looks to your client.
Use it on the 1st of each month for a bookkeeping or accounting retainer, adding any extra work the client approved.
Use it after a discovery call, when a small business is deciding whether to hand its bookkeeping and monthly close to your firm.
Use it whenever an owner requests a change or a service that isn't in your agreement, before you begin the work.
Use it when an architect's or owner's change falls outside your agreed scope, such as a revised layout after a phase is complete.
Use it after a first meeting, when an owner asks what design services for their project would cost.
Use it each month on a design project billed by phase, from schematic design through construction documents.
Use it to propose design services for a residential or small commercial project after your first site visit.
Use it when a new client's books aren't current, before monthly accounting can start.
Use it once a client accepts your accounting services proposal, before you start onboarding.
Use it when a company asks what a new logo or rebrand would cost, before you send a full proposal.
Use it when a company is naming, launching, or rebranding and is choosing a studio to create its identity.
Use it when a brand identity project is complete and you're ready to deliver the final files and guidelines.
Use it whenever the owner asks for something outside the contract, a hidden condition turns up, or an allowance selection costs more than its budget.
Use it when a client signs up for a one-on-one coaching package, paid by the client or by their employer.
Use it when a coaching engagement or package is signed, or adapt it to bill a single session or a monthly coaching fee.
Use it when an organization asks what it would cost to coach a group of managers or a leadership team.
Use it when a business is leasing, moving, or refitting an office and wants a designer to plan the space and see it through to move-in.
Use it when a brand asks you to quote a product, lifestyle, or campaign shoot for its website, ads, or packaging.
Use it once a homeowner accepts your bid for a remodel or renovation, before you pull permits or order materials.
Use it after a walkthrough, when a homeowner wants a price for a remodel or repair before you write a full proposal and contract.
Use it each time a job reaches a milestone in your payment schedule, or adapt it for the first or final payment.
Use it after a walkthrough and measure, when a homeowner is comparing bids for a remodel or renovation.
Use it when a client engages you for advisory or project work, on its own or alongside a proposal or statement of work that describes the project.
Use it each month for an advisory retainer, or adapt it to bill hourly consulting work and expenses.
Branded invoice designs you can customize down to the HTML and CSS.
Estimate designs that match your invoices.
The designs that give every proposal and contract its look.
Five reminder emails to copy, from friendly to final.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
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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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