Programs / Business Readiness / Workshop 05
Invoicing, Payments & Getting Paid
Make it easy for customers to hire you and pay you.
Build a professional, end-to-end process for every customer transaction — from the first inquiry through the final payment. We cover quotes, agreements and deposits, invoices, receipts, payment terms, payment methods, late payments, recordkeeping, and the tools that make getting paid predictable.
What you'll build
Your work from this workshop
Quote & Estimate Builder and Invoice Template becomes your Transaction & Payment System in My Business.
Learn
From the live session
Reference material
Invoicing, Payments & Getting Paid — Workshop Presentation
The full slide deck used during the live workshop.
English and Spanish available
The presentation is a reference from the live session — it doesn't replace the workshop.
Build it
Tools that save into your business
Transactions
My Quote Builder
Create professional quotes that win business.
0 saved
Transactions
My Invoice Builder
Send a clear invoice, record the payment, and issue a receipt.
0 saved
Transactions
My Receipts
Issue a receipt once payment is received — created from a paid invoice.
0 saved
Transactions
My Payment Setup
Your payment methods, invoicing tool, and payment terms — written down once.
Not started
Workshop resources
Worksheets, trackers, and handouts
Activity — also in My Work
Quote & Estimate Builder
Client information, project overview, scope of work, what is and is not included, pricing, payment schedule, timeline, client responsibilities, and your quote review checklist.
English and Spanish available
Activity — also in My Work
Invoice Template
Build the invoice from your approved quote: line items, taxes, payment terms, deposits, payment record, and late payment follow-up.
English and Spanish available
Activity — also in My Work
Receipt
Issue a receipt as soon as payment is received, and keep a copy in your records.
Interactive activity · no original PDF supplied
Activity — also in My Work
Payment Setup & Terms
Choose your payment methods and invoicing tool, then write your deposit, due date, late payment, and cancellation policies.
Interactive activity · no original PDF supplied
Complete each one online to save your progress, or download the printed handout.
Activities
In-class activity: Take one job from inquiry to receipt
Time: 30–40 minutes
- 1Pick one real opportunity from your Sales Pipeline.
- 2Build the quote: scope of work, what is included, what is not included, pricing, and timeline.
- 3Set your payment schedule — deposit amount, due dates, and accepted payment methods.
- 4Run the Quote Review Checklist, then mark the quote Approved and create the invoice from it.
- 5Record the payment, issue the receipt, and write your follow-up message.
Next steps
Your homework
Set up your payment or invoicing system, send a test invoice to yourself or a trusted contact, define your payment terms — deposit, due dates, and late payment policy — and confirm your payment methods are convenient for your customers.
Bring this to Office Hours if you get stuck. Save your work as you go.
Next: Building a Business That Can GrowSupport
You don't have to figure it out alone
Office Hours
Weekly one-on-one time with Inclusive Action staff to work through your questions.
Get help
Contact your program team, ask a question, or request a resource.