Toolkit · Run
Get paid toolkit
Quote clearly, invoice correctly, collect what you are owed. Everything in one place — free.
The steps
- 1
Quote with clear terms and a deposit
- 2
Invoice the day the work is done
- 3
Send statements monthly
- 4
Track every overdue invoice
- 5
Send a letter of demand when reminders fail
Templates
- QuotationA clear quote with validity, deposit and payment terms — so there are no surprises later.
- Tax invoiceAn invoice with everything the VAT rules require — or a simple invoice if you are not VAT registered.
- Statement of accountShow a customer every invoice, payment and what is still owed — the polite first nudge.
- Debtors (collections) trackerExcelWho owes you, how much, how long — and when you last followed up.
- Credit noteCorrect an invoice or record a return — the right way, with a reference to the original.
- Letter of demandA firm, formal request for payment — often all it takes, and the first step before Small Claims Court.
- Terms and conditions of saleClear terms for quotes, deposits, delivery, returns and payment — in plain language.
Checklists and calculators
Learn more and get help
General information for South African small businesses — not legal, tax or financial advice.