How do professionals keep invoices legally sound?
Add license numbers, case IDs, or client file references. Break out hours and expenses clearly. When invoices carry the right details, they double as records you can lean on in audits, disputes, or client reviews.
How do I handle retainers or upfront fees on invoices?
List the retainer as a payment received, then subtract it from the balance due. Keep the math clean: show what’s been paid, what’s applied, and what’s left. That way clients always know where they stand.
What if I bill for both time and expenses?
Split them. One line for hours with totals. Another for reimbursables like filing fees or travel. Clients see the story of the work without confusion.
Should I use a template or invoicing software?
Templates are fine for quick jobs. Software shines when you need saved clients, auto totals, recurring invoices, and history for audits.
How should payment terms be worded?
Keep it short. “Payment due in 15 days. $25 late fee after.” Clear beats clever.
Can invoices be used as evidence in disputes?
Yes. Courts and insurers rely on them. That’s why it’s smart to always show dates, case numbers, and hours. Templates help you stay consistent.
