BooksBat guides and articles
Practical guides for BooksBat: invoices and accounting, step by step.
Small business paperwork, from quote to payment
A practical small business workflow: intake form, proposal, signed contract, quote, invoice and payment, plus a website with a booking form.
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How to give your accountant access to your books (safely)
Share your accounting with your accountant or bookkeeper without sharing a password. Roles, review only access, comments, audit log and closing the books.
How to read a profit and loss statement (small business guide)
A plain English guide to the profit and loss statement: income, cost of goods sold, gross profit, expenses and net income, with a real example.
How to set up recurring invoices for retainer clients
Bill retainers and subscriptions on a schedule. Set up recurring invoices that send themselves weekly, monthly, quarterly or yearly, or wait as drafts.
Bank reconciliation for small businesses, explained simply
What bank reconciliation is, why it matters, and a step by step monthly routine to match your books to your bank statement and fix the differences.
How to convert a quote into an invoice (without retyping it)
Send a quote your client accepts online, then turn it into an invoice with one click or automatically. Items, taxes and prices carry over.
Get paid faster: online payments, reminders and clear terms
Practical ways to shorten the wait between sending an invoice and getting paid, from clear terms and deposits to online payments and polite reminders.
How to track expenses as a freelancer without hating it
A simple, low effort system for tracking freelance expenses: separate accounts, quick receipt capture, clear categories and a short monthly review.
How to create a professional invoice (with a checklist)
What a professional invoice needs, how to word it, which mistakes slow payment, and a checklist you can run before every invoice you send out.