An invoice that reflects the engagement.
Choose the client and services, set the amount and payment details, and preview the invoice before it goes out.
Start directly with an invoice.INVOICING & PAYMENTS
Invoicing that stays connected to the work.
For freelancers and independent professionals: create a clear invoice, review the details, and give your client a straightforward way to pay. Start with an invoice, or continue from a proposal.
Included in Free. Payment-processing fees apply when clients pay online. Connect your payment account to accept online payments.
Explore resources AN EXAMPLE IN TABFLOW Northwind LLC
Tabflow Illustrative example INVOICE EXAMPLE · NORTHWIND LLC
Website redesign,
build, and handoff.
A refreshed website, built around your business. Includes one handoff session.
- Timeline
- Six weeks
- Agreed work
- Website redesign & build
Invoice total $12,000
Prepared after scope and billing are agreed.
HOW IT WORKS
From the work you delivered to a clear payment request.
You review the bill. Your client gets the payment details. The invoice keeps the record.
Select a step to explore Continue reading
TabflowIllustrative exampleINVOICE · REVIEW
Website redesign, build, and handoff.
- Client
- Northwind LLC
- ServicesIncludes one handoff session
- Website redesign & build
- Due date
- October 30
Invoice total$12,000
Your review comes before sending.
TabflowIllustrative exampleSEND INVOICE
A clear request for the completed work.
- To
- Northwind LLC
- Subject
- Your website project invoice
- Message
- Thank you for working with us. Your invoice is ready to review.
Send invoice
Review the recipient and message.
TabflowIllustrative exampleCLIENT PAYMENT
Northwind LLC
Amount due$12,000
Card Pay with bank ACH
Pay now
Example methods: card or bank account, when enabled.
TabflowIllustrative exampleINVOICE PAYMENT
Paid against the invoice.
- Client
- Northwind LLC
- Paid
- $12,000
- Remaining
- $0
A payment record you can return to.
Northwind LLC · Website redesign, build, and handoff · $12,000
Illustrative client payment flow. Available payment methods depend on your payment setup. A paid status does not promise a bank-settlement time.
USEFUL IN THE EVERYDAY
A little more clarity.
At each step.
Tools to help with the details,
with the decisions in your hands.
A clear client payment path.
Connect your payment account and choose the supported payment methods for the invoice. Online payment-processing fees apply separately from your Tabflow plan.
Payment setup comes before online collection.A record of what was paid.
Review payments against the invoice, including a payment you record manually. Keep the payment amount and remaining balance in the context of the work.
Recorded payments and bank settlement are different.KEEP THE WORK CONNECTED
Keep the scope and the invoice in step.
When you begin with a proposal, its client, services, project, and amounts can form an invoice draft. Check the dates, totals, and payment details before sending.
Built for independent professionals
A PRACTICAL HEAD START
Prepare a clear client invoice.
Use an adaptive prompt to prepare your invoice, including retainer-period billing and its worked example.
Retainer invoice worked example · Within the invoice resource →
Can I start without a meeting or proposal?
Yes. Create an invoice directly from the client and service details you already have. A proposal is an optional starting point.
Is invoicing included in Free?
Yes. Invoicing is included in Free. Online payments require payment-account setup, and payment-processing fees apply.
How can my client pay?
The invoice uses your connected payment account. Card and U.S. bank-account payment options are supported when enabled in your payment setup. The available options are shown in the client payment flow.
Can I record a payment received elsewhere?
Yes. You can record a payment manually against an invoice. Check the amount and payment details before saving it.
Is a retainer invoice the same as automatic recurring billing?
No. Preparing an invoice for a retainer is a billing example; it does not by itself schedule future invoices or automatically charge the client. The invoice resource includes a worked retainer example.
YOUR NEXT STEP
Make the next invoice clear—for you and your client.
Start with the work and amount. Review the details, then send.
Choose a planIncluded in Free. Payment-processing fees apply when clients pay online. Connect your payment account to accept online payments.