Templates
Fill in the fields, download a PDF, and send to your client.
Freelance Invoice
Professional invoice template for freelancers and creatives. Include your services, rates, and payment terms.
Free View templateFreelance Contract
Standard freelance service agreement covering scope, payment, IP, and termination.
Pro View templateScope of Work
Define deliverables, timeline, and exclusions before starting a project.
Pro View templateLate Payment Letter
Polite but firm letter to send when an invoice is overdue.
Free View template1099 Tracker Checklist
Track clients who may need to issue you a 1099. Not tax advice.
Free View templateFreelance Proposal
Win projects with a clear proposal: scope summary, timeline, and investment before the contract is signed.
Pro View templateChange Order
Document added scope, fees, and schedule impact when a project grows beyond the original agreement.
Pro View templateRetainer Agreement
Monthly retainer terms: included hours, overage rate, and services for ongoing client work.
Pro View templateMutual NDA
Mutual non-disclosure agreement for sharing confidential information before a project starts. Not legal advice.
Pro View templateHourly Invoice
Invoice for hourly or time-based work with rate, hours, and calculated total.
Pro View templateProgress Invoice
Deposit, milestone, or progress payment invoice tied to a project phase—before final billing.
Pro View templateLate Payment Reminder
Friendly email-style reminder for overdue invoices—use before sending a formal late payment letter.
Free View templateClient Onboarding Checklist
Checklist for contracts, W-9, deposits, and kickoff before billable work starts.
Free View templateMilestone Sign-Off
Written client approval of a milestone or deliverable before you invoice.
Pro View templateW-9 Request Cover Letter
Cover note to send with your W-9 so client accounts payable can set you up. Not the IRS form.
Free View templateProject Quote
Short quote for smaller jobs—scope, price, and validity without a full proposal.
Pro View templateFinal Payment Notice
Last written demand before collections—firmer than a reminder, before legal escalation.
Pro View templateProject Cancellation Notice
Document project cancellation, kill fees, and final amounts owed. Not legal advice.
Pro View templateOne-Way NDA
Client agrees to protect your confidential information. Not legal advice.
Pro View templateTimesheet Summary
Summary of hours and rates for a billing period—pairs with hourly invoices and retainers.
Pro View templateFreelance Recordkeeping Log
Track income and expenses by month. Organizational tool only—not tax advice.
Free View templateFreelance Business Setup Checklist
Pre-launch checklist: banking, contracts, invoicing, and insurance basics. Organizational tool only—not legal or tax advice.
Free View templateFreelance Rate Card
Simple rate sheet listing services, rates, and terms—share before sending a full proposal or quote.
Free View templatePayment Plan Agreement
Written installment schedule when a client cannot pay the full invoice at once. Not legal advice.
Pro View templateCredit Memo
Document a refund, discount, or correction tied to an original invoice number.
Pro View templateSubcontractor Agreement
When you hire another independent contractor for part of a project. Not employment paperwork or legal advice.
Pro View template