Document Types
Practical guides on document types — clear writing for freelancers and small-business owners.
7 articles
- 01Document TypesJun 8, 2026
How to Write a Quote: A Practical Guide for 2026
How to write a professional quote — scope, validity period, deposits, acceptance, change orders, the quote-to-invoice handover, and when to use an estimate instead. Includes a disclaimer: this is general information, not legal or tax advice.
10 min read - 02Document TypesJun 6, 2026
How to Write a Receipt (What to Include + Free Template)
What a receipt is, how it differs from an invoice, exactly what to include, and how to issue one quickly for cash, card, or bank payments.
9 min read - 03Document TypesJun 2, 2026
What Is a Credit Note? When and How to Issue One
A credit note cancels or reduces an invoice you've already sent. Learn when to use one, what to put on it, and how it affects your VAT or GST records.
9 min read - 04Document TypesMay 29, 2026
Invoice vs Quote vs Estimate: What's the Difference?
Quotes, estimates, and invoices look similar but do very different jobs. Learn when to send each, how binding they are, and how they fit together on a project.
9 min read - 05Document TypesMay 23, 2026
Recurring & Retainer Invoices Explained
How to structure, send, and manage recurring invoices and retainer agreements. Covers billing models, rollover policies, rate reviews, and real-world examples.
10 min read - 06Document TypesMay 19, 2026
Proforma Invoice vs Invoice: What's the Difference?
Learn what a proforma invoice is, how it differs from a commercial invoice, when to use each, and common mistakes that cause customs delays or payment confusion.
9 min read - 07Document TypesMay 5, 2026
Invoice vs Receipt: What's the Difference?
Understand the key differences between invoices and receipts, when to use each, and why it matters for your business records and taxes.
9 min read