This comprehensive kit is designed to streamline the invoicing and payment collection process for US freelancers. It provides essential tools to ensure timely payments and maintain professional client relationships.

• Invoice Pre-Send Checklist (PDF printable): A printable checklist to ensure all necessary components are included before sending an invoice, reducing errors and delays.

• Notion Aging / Invoice Tracker: A dynamic Notion template that allows freelancers to track invoices with different statuses including Outstanding, Overdue, Paid-this-month, and Follow-ups. This provides clear visibility into cash flow.

• Payment Chase Email Scripts: Six pre-written email scripts designed to professionally follow up on overdue payments, ranging from initial reminders to later-stage communications, including options for partial payments and thank-you notes.

• Late-fee & Pause-work Blurbs: Customizable text snippets for including late fees or pausing work based on contract terms, ensuring consistent application of policies.

• Printable Aging Tracker: A standalone printable version of the aging tracker for those who prefer not to use Notion.

• START HERE Setup Guide: A guide to help users set up and integrate the kit into their existing workflow, including sample invoice data.

This kit is ideal for solo freelancers and consultants in the US across various fields like design, writing, development, marketing, and consulting who manage multiple client invoices and want to avoid manual tracking and forgotten follow-ups. It acts as an operational layer that complements existing invoicing software such as Wave, FreshBooks, Stripe, or PayPal.

The setup involves duplicating or rebuilding the Notion tracker using the provided guide and README files, using the checklist during invoicing, logging all invoices in the tracker, and utilizing the appropriate chase email script when payment deadlines are missed.

Users will receive instant PDF downloads for the setup guide, checklist, email pack, and aging tracker, along with Notion package files including a setup README, sample CSV, and page copy.

This is a digital product. A free Notion plan is sufficient for use. This kit does not constitute legal or tax advice and should be customized to individual contracts.

Also from the same maker: measure-first trash liners — https://emnkrj-au.myshopify.com/