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How invoices, quotes, credit notes and payment terms work, and how to get paid on time, at home and across borders. Written plainly, checked against the rules, no fluff.
- Getting paid
Outstanding invoice meaning: unpaid vs overdue, and how to collect
An outstanding invoice is one that has been sent but not fully paid. How it differs from overdue, how it shows in the accounts, and late-payment rights in the UK, EU and India.
12 Oct 2026 · 5 min read - Invoicing basics
Itemized receipt: what it must show, with examples and rules
An itemized receipt lists every item paid for with quantity, price, tax and total. What it must include, when the IRS, HMRC and GST rules require one, and how to make it.
12 Oct 2026 · 5 min read - Getting paid
Remit to address: what it means on an invoice, with examples
A remit-to address is where a customer sends payment for an invoice. What it means, how it differs from billing address, what to include by country, and how to spot remit-to change scams.
12 Oct 2026 · 6 min read - AI agents and automation
Invoice Approval Process: Steps, Matrix and Deadlines
How to approve invoices: the seven steps, matching, an approval matrix, what to check on a GST invoice, and the 180-day and MSME 45-day deadlines.
11 Oct 2026 · 6 min read - Customer support and chat
Chatbot human handoff: triggers, context and wait design
When a chatbot should hand off to a person, what context to pass, what visitors should see while they wait, and how Copilot Studio, Dialogflow CX, Intercom and Zendesk handle it.
11 Oct 2026 · 7 min read - Invoicing basics
What is an invoice? Meaning, parts and examples
An invoice is a dated, numbered request for payment for goods or services you have supplied. Here is what it must contain, the common types, and how the rules differ by country.
7 Oct 2026 · 5 min read - Invoicing basics
How to make an invoice, step by step
A practical walkthrough of making an invoice: the details to collect, how to number and date it, working out tax and totals, payment terms, and sending it so you get paid.
7 Oct 2026 · 5 min read - Invoicing basics
What is a proforma invoice, and when should you use one?
A proforma invoice is a preliminary bill sent before goods or services are supplied. It is not a tax invoice. Here is what it is for, what it contains, and how it differs from a quote.
7 Oct 2026 · 4 min read - Tax and compliance
What is a credit note? When to issue one and what it must show
A credit note reduces or cancels an invoice you have already issued. Learn when to use one, what it must contain, how it affects tax, and how it differs from a debit note and a refund.
7 Oct 2026 · 4 min read - Invoicing basics
Invoice vs receipt: what is the difference?
An invoice asks for payment; a receipt proves payment was made. Here is how they differ in timing, content and accounting, and when you need to send both.
7 Oct 2026 · 4 min read - Getting paid
Net 30 payment terms: meaning, examples and alternatives
Net 30 means the full invoice amount is due 30 days after the invoice date. Learn how to count the days, what 2/10 Net 30 and EOM mean, and the late payment rules in the UK, EU, India and US.
7 Oct 2026 · 4 min read - Invoicing basics
Invoice numbers: what they are, formats and the rules
Every invoice needs a unique number, usually in a sequence with no unexplained gaps. Practical formats, the rules in India, the UK, the EU and the US, and how to fix mistakes.
7 Oct 2026 · 4 min read
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