Resources

Practical guides on invoicing, VAT and getting paid

No jargon and no sales pitch — just the answers South African business owners look for when the admin side of the business starts to bite.

Invoicing basics

What to put on an invoice and how to get the fundamentals right.

A practical checklist of everything an invoice should carry in South Africa, and what changes the day you become VAT registered.

6 min read

A pro forma looks like an invoice but is not one. Here is what it is for, what belongs on it, and when to issue the real thing.

4 min read

The structure a South African invoice template should follow, field by field — and the point at which a template starts costing you money.

6 min read

One asks for payment for a single supply; the other shows the running balance. Here is how they differ and when to use each.

5 min read

VAT at 15%, tax invoices and keeping SARS-ready records.

The two calculations you actually need — adding VAT to an exclusive price, and pulling VAT out of an inclusive one — with worked examples.

5 min read

The records SARS expects you to keep, how long to keep them, and a simple system that does not rely on a shoebox of receipts.

7 min read

Payment terms, follow-ups and shortening the wait for money.

What the standard terms mean, which ones actually get paid, and how to set terms you are willing to enforce.

6 min read

A schedule and three pieces of wording that get you paid without burning the client relationship.

6 min read

Attaching a PDF into a chat is quick and causes problems later. Here is a better way to invoice over WhatsApp.

5 min read

Quoting work, pro formas and turning approvals into revenue.

One is an offer, the other is a demand for payment. Getting the distinction right protects your pricing and your cash flow.

5 min read

A practical guide to writing a quote that protects your price, sets clear scope, and turns into an invoice without arguments.

6 min read