how to send contracts & invoices as a freelancer (+ a contract checklist & 6 free tools!)

This video is for you if you're new to freelancing and ready to send a contract & invoice for the first time 🎉, or if you're a fellow planner (hi 👋) and love to be prepared for onboarding that next client. I'm sharing how to send contracts and invoices plus my favorite free tool to use.
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How I Turned My Love of Planning into a 6-Figure Freelance Career: dbmbootcamp.com/free-series/
📱 SAY HI:
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🎞️ IN THIS VIDEO:
[00:00] Intro
[00:57] how to send a contract + invoice as a freelancer
[01:15] your contract checklist
[06:08] 2 free ways to create & send contracts
[06:52] wise & hellosign
[09:48] fiverr workspace
[10:40] your invoice checklist
[13:18] 4 free ways to send invoices
[13:29] stripe & paypal
[14:09] manual + google docs
[15:29] dubsado
[16:35] wave
[17:37] 3 final contracting + inviting tips
[21:14] what to do if a client doesn't pay
🧾 WISE: wise.com/invite/u/deyaa (affiliate)
🧾 HELLOSIGN: www.hellosign.com
🧾 FIVERR WORKSPACE: workspace.fiverr.com
🛒 DBM BOOTCAMP PRODUCTS: dbmbootcamp.com/shop
⚡ JOIN THE FREE A-TEAM COLLECTIVE FACEBOOK COMMUNITY:
For aspiring VAs, DBMs, OBMs, Integrators & Digital COOs
/ theateamcollective
✨ And as always, thanks for hanging with me today.
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Video Editor: Matilda @jarvimatilda: / jarvimatilda

[@rachewv]

This is one of the most informative videos I have seen lately ! I love the energy, new subscriber gained 🔥

[@WellPiresAI]

Thanks for the video! I'm literally starting and just got my first client, your insights helped me so much

[@letsgoviral777]

This is GOLD! Thank you.

[@isobelledger]

Genuinely so helpful, thank you 🙏🏻

[@winstonsabellona2204]

Deya is the best!

[@sehrishnazir9405]

Super helpful, thanks!

[@marleenewassner7356]

Perfect timing Deya! Thank you :)

[@MyNameIsDeya]

You're so welcome, Marleene!

[@srushtisachinkale]

Thank you so much for the informative video! You have answered all my doubts. Super grateful that I came across your channel!!

[@MyNameIsDeya]

Srushti this makes me so happy to hear! Thank you for watching and for the support!

[@avishmusic]

great video. thank you!

[@Karthikk97]

ThanQ Deya the amount of efforts u put in all your videos is tremendous!

[@MyNameIsDeya]

Aw thank you Karthik, that means a lot! :) Thanks for following along!

[@SandraManerowska]

hey! thank you so much for sharing! i'm getting a lot of insight from everything you're saying. just getting my documents ready for my first client and it all feels overwhelming, but your videos help a ton! xx

[@TheRealKSTARR]

Same I see this was 3 months ago how’s it going for you hope everything is well!

[@kianparas7974]

Thanks Deya! Eye-opening stuff that get you to wake up every day to do the things one can as always!

[@MyNameIsDeya]

Glad it was helpful! 🙂Thank you for the continuous support.

[@suvendroseal1724]

THANK YOU DEYA! I always wanted to know your process on this.

[@MyNameIsDeya]

I'm so glad to hear that Suvendro! Thanks for watching :)

[@wamj68]

Thank you for your clear and speedy instructions! This video relieved a great portion of my anxiety related to online contracts and sending invoices..😅

[@MyNameIsDeya]

happy to hear that! :)

[@abhaysharan]

Don't know if you respond to comments on old videos. But I'm a beginner and this video really help me. Thanks 😊

[@kanchibadkul]

Thank you so much this video.. this was super helpful :)

[@MyNameIsDeya]

Kanchi, I am so happy to hear this was helpful! Thank you for your support!

[@diggorypat66]

Yes i just got a contract. Thanks

[@GrowWithMe_Saad]

Thank you soooooooo much....❤

[@emmanuelthompson32]

very helpfull video

[@kidfaizzy6903]

this video is soo valuable!!!

[@MyNameIsDeya]

Aw! It means so much to hear that feedback! Thank you!

[@rpass9074]

I just landed my first client and your video gave me great insight! New subscriber here... Thank you!

[@MyNameIsDeya]

oh yay!!! happy to hear that & huge congrats on landing your first client!

[@user-ng3wq7jy7b]

i'm impresed thank you

[@shad0s479]

Really good video! Out of curiosity though, why do you use Wise to accept payments?

[@jinx111]

thank you! trying to figure out how to set up my first contract right now, we'll see how it goes!

[@MyNameIsDeya]

good luck!!!

[@maxsegment]

Thank you, Deya for your video. It is the most valuable video I have seen until now. I sent you an email regarding the same subject so please check. Thank you again.

[@tassiamenck8058]

Hi Deya, thank you for all those tips. I have been founding your channel very useful!! I am just starting as a freelancer, could you please tell me if i nee to do an invoice and contract if I am working on upwork ? thank you !!

[@Ozeal]

Thanks for the video Deya. I wish I would have seen this before purchasing Honeybooks. Thinking about cancelling it especialy since I only have two clients on a retainer. Maybe I could just stick with Wave or try Dubsado out? Which of the two do you prefer? Thanks again!

[@Drndolovu]

the problem is those invoice softwares don't work outside the US, Canada, and Europe

[@ThatGuy_Nick]

Do you have an LLC? Is it recommended to have one?

[@borarohan5]

Hey your content just popped in mu feed and I really enjoyed but I noticed that you have only 2 tags in the video due to which the reach of this will be low. I have many points which can help you to make the content more optimistic. If you want more please let me know or connect somewhere else.

[@fiftyshadesofurban]

I'm gonna ask this I know this video is old, but why do people send invoices? I notice it's huge thing with the design community. Why not have a payment link where they buy the package, and they are automatically charged. And maybe if it's payments on a timeline, they are automatically recurringly charged for the other payments. And why do they do contracts? You can just list out exactly what they get on the website page where they buy the package. Contracts tend to scare people, when a well designed informative page can relay the same information without seeming scary and putting a wrench in the middle of things. Both of these violate the basic principle of sales where you want to make it as easy as possible for your customer to buy from you. If they say they're interested, and then you have to send them this contract and invoice and then they have to manually remember to pay it. That adds so many steps that may overwhelm people.

[@DevlogBill]

Thanks, Deya for the video, I just found your channel. I am into web development, and I've never done freelance before. One topic I noticed you didn't cover is, is it recommended to sign yourself off as a LLS, LLC for legal purposes? I am in New York City, so I am not quite certain. I guess I will google and see if I can find this info. But if you are familiar with LLS or LLC's and if you are using one, could you please explain for you're regen how it may work for you? if you don't need one for freelance work? Thank you for the very informative video. I literally decided 20 minutes ago to go the freelance route, so I have so many questions I need to look into, thank you once again.

[@MyNameIsDeya]

Hi William! Congrats on making the decision to go freelance - so exciting! Re: your other Q: I'm not based in the US so I'm not the best person to give advice on that -- I'd highly recommend joining freelancing communities in your state/country to find out what people locally are doing. You'll get way more accurate info that way!

[@DevlogBill]

@@MyNameIsDeya Thank you Deya for getting back to me. I will check the local communities around here and check what the New York State law requirements are.

[@user-jw6li2jx9k]

Hey hi I'm a small business owner and I'm going after federal government contracts and need good proposals can you help me

[@reylo101]

Hi Deya, I have one question. Please help me out. "As a social media manager, when I give a certain start date on the contract then the client will expect me to start posting from the first week itself. But it is a bit tricky when we are first starting out with a client as a social media manager, because in the first week we also need to get the questionnaire from client, formulate strategy, create content calendar and then actually create the content before I can post anything. So in this situation how to communicate the same to the client that I need 2-4 days of buffer before I first start posting and also how to put that in the contract?"

[@MyNameIsDeya]

hey! i'd just write that into the contract + timeline, that's very standard in the contracts that I've signed with social media managers that there is an initial 1-2 week set up period before posts will be scheduled + go live!

[@reylo101]

@@MyNameIsDeya Hey Deya! It means a lot! Thank you so much for the reply. It really helps! :)

[@cyntreciaholden7779]

I am see this a year later, thank God for AI.

[@UmairVidsTop10]

cute

[@HimanshuSingh-ox4rv]

Please Dont use subtitles if you are using your screen in the bottom right corner

[@touchdowneats1068]

you are super fine

[@sajjadansari5178]

You're so cute

[@keylanoslokj1806]

What about monthly invoice for international he ireskkm