Practical freelancer checklists
Print these concise checklists or save them as PDF for your own workflow.
Freelance invoice checklist
- Client and seller details
- unique number
- issue and due dates
- work description
- quantities and rates
- tax treatment
- total
- payment details
- final PDF review.
Printable expense log
- Date
- supplier
- description
- category
- client
- net amount
- tax
- total
- payment method
- receipt filename
- reimbursable status.
Receipt-retention checklist
- Capture a readable image
- retain the original where required
- record date and supplier
- connect it to the expense
- back up records
- follow current HMRC retention guidance.
Payment-terms checklist
- Scope
- price
- deposit
- invoice timing
- due period
- payment method
- reference
- expenses
- changes
- late-payment position
- contact for disputes.