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Freelancer Toolkit

The document provides guidelines for creating proposals and invoices as a freelancer, emphasizing the importance of outlining scope, timeline, cost, and deliverables in proposals. It lists essential elements for invoices, including unique invoice numbers and payment links, and suggests including terms and conditions like late fees and refund policies. Additionally, it offers email templates and tips for invoicing, such as using PDFs and tracking payments with tools like Google Sheets or Notion.

Uploaded by

mahajanludhiana
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10 views1 page

Freelancer Toolkit

The document provides guidelines for creating proposals and invoices as a freelancer, emphasizing the importance of outlining scope, timeline, cost, and deliverables in proposals. It lists essential elements for invoices, including unique invoice numbers and payment links, and suggests including terms and conditions like late fees and refund policies. Additionally, it offers email templates and tips for invoicing, such as using PDFs and tracking payments with tools like Google Sheets or Notion.

Uploaded by

mahajanludhiana
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Freelancer Toolkit: Proposals & Invoices

Proposal Basics

Outline scope, timeline, cost, and deliverables.

Invoice Essentials

- Unique invoice number


- Date
- Bank or payment links
- Terms

Terms and Conditions

Add late fee clauses, revision limits, and refund policy.

Email Templates

Hi [Client], please find attached the invoice for [project]. Due date: [date].

Tips

- Use PDF for invoices


- Use e-signature tools
- Track payments via Google Sheets or Notion

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