Day BoardTHE FLAT-PRICE JOB BOARD

Guide

How to send an invoice as a contractor

Most late payments are friction, not refusal. Here is the invoice that removes the friction — and the follow-up rhythm that stays friendly and works.

An invoice is a request, so make it an easy one

Every unpaid invoice has a reason, and the most common is friction: the client meant to pay, and paying was a small project. Your invoice's job is to remove every step between "I should pay that" and "paid": clear amount, clear work, one obvious way to pay.

The parts that matter

The follow-up rhythm

Day of the due date: a short, friendly note with the link. Seven days later: a second note, still friendly, still just the facts. After that, a phone call — voices resolve what emails can't. DayBoard sends the first two on its own; the call stays yours, as it should.

And when the books are due

Your invoices and payments export to a QuickBooks-ready CSV at any time — the sync-vs-export guide explains the difference and who needs which.

Short answers

What must an invoice include?

Your business name and contact, the client's name, an invoice number, the date, what the work was (in lines, like the quote), the total with any tax shown, when it is due, and how to pay. A pay link on the invoice itself is the single biggest speed-up to getting paid.

What payment terms should a small crew use?

Due on receipt or 14 days suits most home-service work. Long terms are a big-company habit; a two-person crew feels a slow payer in the same month's groceries. Say the terms on the quote, so the invoice holds no surprise.

How do I follow up on an unpaid invoice without a fight?

On the due date, a short note with the link again. A week later, a second, warmer than you'd think: most late invoices are lost, not refused. Keep it boring and factual — amount, date, link — and save firmness for the third note.

Should I take cards? The fees…

Card fees (around 2.6–2.9% + 30¢) sting, but a card link on the invoice gets small crews paid days faster on average, and the client who would have 'mailed a check' pays from their phone in a minute. Most crews decide the speed is worth the fee; cash and check stay available either way.

One flat price: $36 a month

For your whole crew — up to 5 people. No tiers, no per-person charges, no job cap. Or $349 a year and be done with it.

Get DayBoard — $36/mo

← All guides