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THE SMALL BUSINESS HANDBOOK

A little know-how.
A smoother working day.

Clear explanations and practical examples for the paperwork behind your business.

BUSINESS BASICS

Quotation, invoice or receipt: which one should you send?

Understand the role of each document, with a practical repair-job example and a clear sequence from estimate to payment.

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QUOTATIONS

How to write a clear service quotation

A practical quotation checklist covering scope, labour, materials, exclusions, revisions and the final customer review.

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INVOICING

An invoice checklist for small service businesses

Check customer details, invoice references, item descriptions, discounts and payment instructions before sending a business invoice.

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PAYMENT RECORDS

How to record a partial payment clearly

An example of recording a deposit or part payment without confusing the payment received with the full invoice value.

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MOBILE WORKFLOW

How to send an invoice PDF through WhatsApp

Download or share your invoice as a real PDF file, with a fallback for browsers that cannot open the native file-sharing menu.

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BUSINESS BASICS

A simple numbering system for quotations and invoices

Choose readable document references, track revisions and avoid duplicate invoice numbers when working across phones and computers.

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