Documents that freelancers need when starting a job What documents are there❓

Documents that freelancers need when starting a job What documents are there❓

Many people who are freelancers, or as we call them “freelancers” for short, may be wondering what it means to be a freelancer. What documents do we need to know and use when starting a job? which if we issue the correct documents and complete every time working with customers in large organizations It will increase our professionalism quite a bit. Let's take a closer look at what documents freelancers need when accepting a job. Let's have a look.

📌 Quotation

The first relevant document is a quotation. We have to estimate the price and issue a written quotation to the customer.

Things to be careful of when issuing a quotation are:

- Should clearly state the details of services and prices

- Complete the terms of service, for example, the work can be edited 3 times, the next time there may be an additional charge.

- Determine the duration of work

- Specify name and contact method In case customers have additional questions Or decide to hire a job to contact us easily.

Issuing quotations to customers every time they start accepting work It is very important Because it indicates professionalism. And the reliability of freelancers. In addition, if the customer has already agreed to hire. Don't forget to let customers sign for a quote before starting work.

📌 Invoice

Invoice (Invoice) is the next important document for receiving work. Because it is a document that is used to collect money from customers after work is done. Or sometimes we may collect a deposit before. or save money in installments according to the success of the work

when issuing the invoice Do not forget to check these details carefully.

- The job description must be consistent with the quotation agreed with the customer.

- Specify the credit period or a tight payment period, such as payment within 15 days after this

- Enter account number details to receive payments clearly in the notes

- Every time you place a bill or invoice a customer Originals and copies must always be produced.

- Always attach a quote for billing reference. For the convenience of making payments

- Always have customers sign for invoices. and keep a copy with us

Did you know that the customer's signed invoice? It is a good document showing that the customer agrees to pay for our service. or owe us and after this it is Wait for customers to pay for services on time.

📌 Receipt

after receiving payment from customer Do not forget to issue a receipt to the customer. to confirm receipt of money

Most receipts are issued in conjunction with tax invoices. But freelancers like us considered independent No tax invoice is required. If not registered for VAT

The information that should be included in the receipt includes:

- Service details corresponding to the quotation and invoice

- amount received

- Specify the date of receiving money and payment channels

These three documents It is a very necessary document to get a freelance job.

In summary, the documents required for accepting a freelance job There are a total of 3 main documents: quotations, invoices and receipts. These three documents have different objectives and subtleties that require caution.

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