Accounting Blog

A clear, predictable invoicing workflow is critical for US digital agencies that rely on steady cash flow. This guide explains the best invoicing workflow to reduce disputes, speed up payments, improve client experience, and scale agency operations using standardized processes, templates, and automation.

Learn how to invoice clients in the US and set up recurring billing with confidence. This guide covers invoice requirements, payment terms, sales tax basics, automation, reminders, and recurring billing models to help freelancers and businesses get paid on time while building a professional, scalable billing system.

This guide explains how to invoice consulting retainers and renewals in the United States. Learn common retainer models, invoice language, billing timing, renewals, scope changes, sales tax basics, and best practices to create clear, defensible invoices that reduce disputes, speed payment, and support predictable consulting revenue.

Do US invoices need to show a sales tax rate? It depends on the state, transaction, and taxability. This guide explains when invoices must include tax amounts or rates, best practices for multi-state sales, services, exemptions, and how to design clear, audit-ready invoices for businesses of all sizes nationwide today.

Learn how to create clear, compliant mixed invoices that include both services and products. This guide explains formatting best practices, line-item clarity, sales tax handling, discounts, deposits, and payment terms. Perfect for US businesses that want faster approvals, fewer disputes, accurate bookkeeping, and stress-free month-end reconciliation and cleaner year-end reporting.

You can invoice US clients without a business phone number—there’s no federal requirement to include one. What matters is clarity, professionalism, and reliable contact details like email. Learn when phone numbers are optional, when clients may request them, and how to structure invoices to avoid payment delays.

Do US invoices need a website URL? This guide explains US invoicing requirements, what information is legally required, and when a website URL is optional but useful. Learn best practices for compliant, professional invoices that build trust, speed payments, and meet customer expectations for businesses, freelancers, and online sellers nationwide.

Invoicing US clients by wire transfer doesn’t have to be complicated. This practical guide explains what US wire payments mean, what details to include on invoices, how to handle fees and fraud risks, and how to streamline reconciliation with clear templates and repeatable workflows using invoice24 for modern businesses today.

Learn when and how to invoice clients for work spanning different US tax years. This guide explains cash vs accrual accounting, milestone billing, retainers, invoice dates, and service periods. Avoid backdating mistakes, keep clean records, and structure invoices that align with contracts, bookkeeping, and year-end tax reporting for freelancers nationwide.