Blog
Expert invoicing guides, app comparisons, and billing tips for freelancers and small business owners.
Check Received in December, Deposited in January: Which Tax Year?
Find the tax year for a December customer check deposited in January, then match the bank entry without counting the income twice.
Form 1099-NEC Amount Wrong? How to Reconcile It
Trace a Form 1099-NEC Box 1 mismatch to specific invoices and payments, then send the payer a documented correction request.
How to Reconcile a Stripe Refund in a Later Payout
Trace a Stripe refund into a later payout, match the bank deposit, and link it to the original invoice with a worked two-month example.
Paid a Business Expense With a Personal Card? Record It Once
Connect supplier receipts, personal-card payments, and later transfers with worked examples that keep one business purchase from becoming two expenses.
How to Match Invoices to Bank Payments Without Double Counting
Reconcile partial and combined payments, separate processor fees from customer balances, and connect invoices, payouts, and bank deposits with worked examples.
Client Overpaid an Invoice? How to Record and Resolve It
Work through a $150 client overpayment, document a refund or agreed future credit, preserve the original invoice, and keep a clear payment trail.