Management · 6 min read
Debit Note: How to Increase an Invoice You Have Already Issued
A debit note raises the amount owed on an invoice you cannot change. When to issue one, how it differs from a credit note, and what it must reference.
Tag
enlivy
41 articles
Management · 6 min read
Three-Way Matching: The Check That Stops You Paying for Things Twice
Three-way matching compares the purchase order, the delivery record and the supplier invoice before payment. What it catches, and the version a small firm runs.
Management · 6 min read
Purchase Order vs Invoice: Who Issues Which, and What Happens When They Disagree
A purchase order authorises a purchase, an invoice collects on it. Who issues each, what they share, and which one wins when the numbers do not match.
Management · 6 min read
Remittance Advice: The Note That Tells You What a Payment Covers
Remittance advice tells you which invoices a payment settles. What it contains, who sends it, and why its absence is why reconciliation takes so long.
Management · 6 min read
What a Purchase Order Is, and What to Do When a Client Sends You One
A purchase order is your client's authorisation to buy. What it contains, how it differs from your invoice, and why the PO number decides how fast you get paid.
Management · 7 min read
Aged Receivables: Reading the Report That Tells You Who Will Not Pay
An aged receivables report sorts what you are owed by how late it is. The standard buckets, what each one means, and the four patterns worth acting on.
Management · 6 min read
Net 30 Payment Terms: What They Mean and Whether to Offer Them
Net 30 payment terms mean payment 30 calendar days from the invoice date. What the clock starts on, what 2/10 net 30 costs, and when to use something else.
Management · 6 min read
Days Sales Outstanding: The Formula, the Trap, and What Good Looks Like
Days sales outstanding measures how long you wait to get paid. Both formulas, why the simple one misleads a growing business, and the benchmarks that matter.
Management · 7 min read
Account Reconciliation: Proving a Balance Is Real, Not Just Present
Account reconciliation proves every ledger balance is backed by evidence. Which accounts to reconcile, how often, and the four ways a balance goes wrong.
Management · 8 min read
Bank Reconciliation: What It Is, How to Do It, and Why It Breaks
Bank reconciliation matches your books to the bank and explains every difference. The reconciling items, the process step by step, and what breaks it at scale.
Management · 6 min read
Credit Note: How to Correct an Invoice You Cannot Delete
An issued invoice cannot be edited or removed. A credit note reverses it on the record instead. When to issue one, what it must reference, and full vs partial.
Management · 6 min read
How to Write an Invoice That Gets Paid Without a Follow-Up
How to write an invoice that clears first time: most late ones are not disputes, they are missing a purchase order, a due date, or the right recipient.
Management · 5 min read
Invoice Numbering: The Rules, and Why a Gap in the Sequence Is a Problem
Invoice numbering has to be unique and unbroken. What a legal sequence looks like, which formats survive an audit, and how to fix a gap you already have.
Management · 6 min read
Invoice vs Receipt: Which One You Owe the Client, and When
Invoice vs receipt: one asks for money, the other proves it arrived. Why sending the wrong one causes double payments, and what each document must contain.
Management · 7 min read
What a Proforma Invoice Is, and When to Send One Instead of an Invoice
A proforma invoice commits to a price without creating a tax liability. When to send one, what it must say, and the moment it has to become a real invoice.
Management · 7 min read
Are Electronic Signatures Legally Binding? ESIGN, eIDAS and What Holds Up
Are electronic signatures legally binding? Yes, in the US and EU, with conditions. What ESIGN and eIDAS require, the three EU tiers, and what stays excluded.
Management · 6 min read
The Retainer Agreement: What to Settle Before the First Month Starts
A retainer agreement answers three questions before they get expensive. The four models, the clauses that prevent arguments, and what unused capacity does.
Management · 6 min read
Amendment vs Addendum: How to Change a Signed Contract Without Redoing It
Amendment vs addendum: one changes existing terms, the other adds new ones. Which you need, how renewal clauses fit, and why version history matters more.
Management · 6 min read
The Statement of Work: What Goes In It, and What Belongs in the Contract Instead
A statement of work fails two ways: too vague to enforce, or long enough to be a second contract. The six sections it needs, and what belongs in the MSA.
Management · 6 min read
What a Master Service Agreement Is, and When Your Business Actually Needs One
A master service agreement settles the terms once, so each new project starts at the work. What belongs in it, what belongs in the SOW, and when to skip it.
Management · 6 min read
Matching Payments to Invoices: The Handoff Nobody Automates
Partial payments, bundled transfers and FX turn reconciliation into detective work. Here is why matching breaks and what it takes to close the last handoff.
Management · 6 min read
How to Chase an Unpaid Invoice Without Wrecking the Relationship
Most late payments are not refusals, they are process failures on the client side. Here is a sequence that gets you paid without spending the relationship.
Management · 6 min read
Quote to Cash for Agencies: Billing When Everyone Works on Everything
Agency billing breaks differently: mixed retainers and projects, pass-through costs, and scope captured too late. Here is how to bill without losing margin.
Management · 6 min read
From Accepted Proposal to Paid Invoice Without Retyping Anything
The handoff from an accepted proposal to an invoice is where scope quietly changes. Here is why it drifts, what it costs, and how to make the two agree.
Management · 5 min read
Recurring Billing for Service Businesses: Which Model You Actually Need
Managed billing schedules or self-serve subscriptions? The two models solve different problems, and picking the wrong one costs you either revenue or hours.
Management · 6 min read
How to Bill a Retainer Client Without Rebuilding the Invoice Every Month
Retainers are the easiest revenue to lose track of. Here is how to set one up so it bills itself, stays auditable, and survives the month you forget about it.
Management · 8 min read
Contract to Cash: The Workflow Service Businesses Get Wrong
The contract-to-cash workflow is a chain of handoffs, and most service businesses lose money at four of them. Here is where it breaks and how to close each gap.
Enlivy Application · 11 min read
How to Schedule an Invoice: Send It Automatically on the Right Date
Learn how to schedule an invoice so it is issued and sent automatically on a future date. A clear walkthrough of scheduled invoices in Enlivy, plus when to use them.
Enlivy Application · 12 min read
Sign Contracts Online: 3 Things That Make a Signature Actually Hold Up
Learn how to sign contracts online securely: identity verification, enforced reading, and a full audit trail. Here is how Enlivy makes signing fast and legally sound.
Enlivy Application · 11 min read
Enlivy in July 2026: cross-border tax, refunds, 11 risks removed
Cross-border tax worked out for you, refunds in one action, and eleven ways your books could have gone wrong, now closed. What changed in Enlivy in July 2026.
Enlivy Application · 13 min read
Sales Pipeline With Invoicing: Why Your CRM and Billing Should Live in One Place
A sales pipeline with invoicing in one place means no re-keying, no lost deals, and no gap between Won and paid. Here is how Enlivy Prospects connects your pipeline to revenue.
Enlivy Application · 9 min read
Slack Invoice Notifications: Know the Moment a Client Pays, Signs, or Accepts
Slack invoice notifications from Enlivy tell your team the moment a client pays, accepts a proposal, or signs a contract. Route any event to any channel, in real time.
Enlivy Application · 11 min read
MCP for Small Business: Run Invoices, Contracts, and Your Pipeline in Plain Language
MCP for small business connects your AI assistant to your real data. Here is how the Enlivy MCP integration works, what you can do with it, and why it matters.
Enlivy Application · 10 min read
Free Client Portal: Let Your Clients Handle Their Own Admin
Enlivy's free client portal gives clients one branded place to accept proposals, pay invoices, and sign contracts, with every action synced back to you in real time.
Enlivy Application · 6 min read
Adding Your Organization to Enlivy Takes Just a Few Minutes
Setting up your business on Enlivy is fast and intuitive. Learn how to add your organization, auto-fill your company details from the public registry, and get started in minutes.
Enlivy Application · 6 min read
How Playbooks in Enlivy Turn Processes Into Repeatable Execution
Learn how Playbooks in Enlivy help teams standardize processes, reduce errors, and execute workflows consistently with structured, step-by-step guidance.
Education · 4 min read
FinOps Explained: What It Is and Why It Matters
How FinOps helps businesses optimize cloud costs and improve financial accountability, plus how an ERP like Enlivy complements it for full financial control.
Enlivy Application · 5 min read
MRP vs ERP: Understanding the Differences
MRP vs ERP: Understand the key differences between Material Requirements Planning and Enterprise Resource Planning in managing production and business operations.
Enlivy Application · 4 min read
Empowering Businesses with the Enlivy Playbooks Feature
Enlivy's Playbooks streamline tasks with clear, intuitive steps. Designed to empower, they keep teams on track while adapting seamlessly to your business needs
Enlivy Application · 4 min read
Why is Enlivy an API Driven Solution
Why is Enlivy an API-driven solution? Enlivy empowers businesses with full customization, seamless data access, and flexible, code-driven invoicing workflows.
Conferences · 1 min read
Enlivy - Proud to Sponsor WordCamp Romania 2024
Enlivy is proud to be a Silver Sponsor of WordCamp Romania 2024, supporting the WordPress community with our streamlined business management solutions.