Templates

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Pricing & quotes: Share a Rate Card, Project Quote, or Freelance Proposal before invoicing.
Filter by category All categories 1099 & Tax Business Setup Client Management Contracts Getting Paid Invoices Late Payment Pricing Proposals Scope of Work Tax & Bookkeeping
Invoices

Freelance Invoice

Professional invoice template for freelancers and creatives. Include your services, rates, and payment terms.

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Late Payment

Late Payment Letter

Polite but firm letter to send when an invoice is overdue.

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1099 & Tax

1099 Tracker Checklist

Track clients who may need to issue you a 1099. Not tax advice.

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Getting Paid

Late Payment Reminder

Friendly email-style reminder for overdue invoices—use before sending a formal late payment letter.

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Client Management

Client Onboarding Checklist

Checklist for contracts, W-9, deposits, and kickoff before billable work starts.

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1099 & Tax

W-9 Request Cover Letter

Cover note to send with your W-9 so client accounts payable can set you up. Not the IRS form.

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Tax & Bookkeeping

Freelance Recordkeeping Log

Track income and expenses by month. Organizational tool only—not tax advice.

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Business Setup

Freelance Business Setup Checklist

Pre-launch checklist: banking, contracts, invoicing, and insurance basics. Organizational tool only—not legal or tax advice.

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Pricing

Freelance Rate Card

Simple rate sheet listing services, rates, and terms—share before sending a full proposal or quote.

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