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10 New Year’s Resolutions Every Freelancer Should Maintain

  • January 15, 2019

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The beginning of a new year brings renowned hope and optimism for many freelancers and small business owners. There’s something about a fresh year that is invigorating. It’s the time when many people make New Year’s resolutions, filled with good intentions, and genuinely try to stick to them.

Unfortunately, some studies suggest up to 80 percent of resolutions fall by the wayside by the second week of February. And this is rather disappointing. A new year really is a wonderful time for freelancing professionals and solopreneurs to develop new habits and mindsets that will lead to more success.  

Successful business people know that meeting goals and fulfilling dreams takes time and a lot of hard work. Freelancers who go on to earn a lot of money and live the freelancing lifestyle most can only dream about have made resolutions and stuck to them, often rigidly. And that’s the key to success.

Strong New Year freelancing resolutions

So what are some new year resolutions every freelancer should maintain as we continue through January?

  1. Always target the right client base

It’s surprising but many freelancers are working with the wrong clients. That’s why many are unhappy, paid peanuts, and overstressed. One of the most important things you can do when freelancing is to target clients who respect your skills, your rates, and the results you can achieve for them. Select your target clients carefully. Drop bad clients who treat you poorly, as soon as possible.

  1. Continuously improve your brand and marketing

Part of attracting great clients is creating a strong brand. A strong brand and matching marketing campaign attracts the best prospects as well as those with the money to match your rates. There’s always room for improvement when it comes to marketing, so ensure you spend some time each week actively putting yourself out there and improving your more long-term inbound content marketing.

  1. Improve your skills

Being a great freelancer means staying up-to-date with the latest trends, skillsets, and knowledge within your industry and those of your clients. Every week should be a learning week and a chance to improve your skills, even if just a little bit. Devote a few hours each week to reading publications, listening to podcasts, and watching talks on your subject specialisms.

  1. Make physical health a priority

An unhealthy body leads to an unhealthy mind. Lack of exercise, poor sleep, a bad diet, and excessive alcohol intake, can all negatively impact our creativity, productivity, and memory. Healthy habits can soon lead to dramatic improvements in both mental and emotional wellbeing. Sign up to a fitness apps and go exercising a few times a week (you might try CrossFit). Research healthy eating plans and reduce alcohol intake where possible.

  1. Develop and maintain healthy mental habits

Healthy physical activity and diet can positively influence mindset but poor thinking habits also need to be addressed. Negative thinking, angry self-talk, and lack of focus all lead to a freelancing career hampered by self-sabotage. Actively focus on improving your mental wellbeing including practicing meditation, working with a mentor or therapist, dropping clients who bring you down, and looking for the positives when it comes to your skills and talents.

  1. Refuse to be manipulated or pressured into reducing rates

Part of a healthy mindset is strong self-confidence. Working as a freelancer can be a very lonely business at times. You’re working for yourself and often have to make decisions without any help from anyone else. It’s all too easy, if you’re struggling with confidence issues, to be pressured by a client to work longer hours and for less pay. Make one of your New Year resolutions (it’s not too late, even in mid-January) a red line you won’t cross when it comes to the minimum fee you will accept (see also: negotiation tips).  

  1. Ensure admin tasks are maintained to a high standard

Billable client work is only one part of your freelancing schedule. Admin work can often eat up a sizeable chunk of your time. However, while often boring and annoying, admin work is vital. Procedures such as recording income/expenditure, invoicing clients, updating websites, and arranging appointments and to-do lists are the cogs in a successful freelancing machine. Make peace with admin tasks and ensure they’re done well, and if not, you can always delegate the work to others.

  1. Make better use of your time

Part of a smooth workflow, cash flow, and happy client flow is your ability to make the best use of your time. From client meetings and billable client projects to self-marketing, admin tasks, and even out-of-hours activities, it’s essential to know where your minutes and hours are going. Invest in tools which allow to continuously measure, record, plan, and adapt to your ever-changing workflows. Never let up in the monitoring, even for one day.

  1. Work with the right software

Investing in the right tools and software is incredibly important for any type of freelancer. Working for yourself is hard at the best of times. The latest technology and software can act like a second and even third pair of hands. Integrations between apps and platforms, automation systems, and two-way syncing abilities, make project, admin, finance, and communication tasks a lot easier than they otherwise need to be. Use software, like Invoice Ninja’s invoicing software, to your advantage.

  1. Always be planning ahead

What are your goals for the new year? Where do you want to be this time next year? How much money do you want to be making in 12 months’ time? Having concrete goals and plans is essential when you’re developing and maintaining a freelancing business, even when you’re a decade into your career. A lack of focus, drive, and dreams, can soon make you stagnate and tread water when it comes to improving your income.

New Year’s resolutions for successful freelancing results

Actively forge new targets each month and plan ahead what needs to be done to meet those goals. Celebrate when you reach milestones, however small, and then look ahead to the next milestone and push forwards.

Make resolutions, not just every year, but every month, and even every week! Continuously review the resolutions you make at the beginning of the year and remind yourself of their importance every day. By doing so, you’ll quickly notice a difference in not just the success you achieve but also in your productivity, focus, and wellbeing. It will also help you fuel your motivation.

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Business Tools, Efficiency, Freelancing, Productivity, Psychology & Mindfulness
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The Invoice Ninja Pro Plan allows you to create custom email reminders based on the invoice date or invoice due date. Define date parameters to remind your clients before or after invoices are due to ensure you GET PAID!

Set “First, Second, Third” or “Endless” reminders to ensure invoices are not overlooked and you get paid faster!

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Email our great looking invoice emails by using existing “Light”, “Dark”, or “Plain” invoice email design templates, or create your own!

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The Invoice Ninja Pro Plans allows you to create custom invoice number sequencing for invoices, quotations, payments, and clients by using dozens of available dynamic variables provided in your account!

Custom number sequencing, include date formatting, custom client ID’s, more!​

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Looking to motivate clients to pay on-time? Set up invoice late fees that apply automatically when invoices pass their due dates. You can set up late fees as a percentage % of the invoice or as a flat $$$ value. 

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The Invoice Ninja Pro & Enterprise Plans offer extremely robust reporting options:

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Each report’s data can be grouped in various methods with custom date parameters defined. Reports can then be exported as a CSV file for further review/use.

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Customize Email Subjects & Body Text

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Ensure that your emails are opened! The Invoice Ninja Pro & Enterprise Plans allow you to create custom email subject lines & body templates for every aspect of your account: 

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Pro & Enterprise Accounts have 11 invoice template designs to start with! You can then create custom designs based on any template giving you true creative freedom!

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Many clients want their invoice PDF with the first email! Enable attaching quotation & invoice PDF’s to all client emails sent out!

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Create Client Subscriptions: Recurring & Auto-Billing Subscriptions.

 

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Create "Client Groups" Workflow Settings

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Show different company logos & contact details to different client groups, configure different payment terms to different client groups, use different languages to different client groups, many use cases!

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You can email invoices, quotes, & payment reminders via your Gmail or MSN accounts! This ensures that your clients experience a truly branded experience and see your company name only!

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Create custom fields on your quotes & invoices!

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Up to 4 custom fields per section: Client fields, Product table columns, Invoice data, more! 

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Interlink up to 10 companies! With 1 log-in you can access your accounts and move between companies with 1-click!

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View your invoice PDF’s as they are created in real-time! Ensure that everything looks amazing before emailing them out for payment!

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Enable ability to overpay/underpay an invoice.

“Underpaying”: Set a minimum amount that you will accept and your clients can underpay an invoice with an amount they choose, within your defined minimum limit.

“Overpaying” allows clients to send a tip!

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You can can also customize any labels/wording used within your account. Examples of common changes are “Invoice” to read “Tax Invoice” and “Quotation” to read “proforma”. You can customize everything within your account!

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Create Purchase Orders to email out to your Vendors. When PO’s are approved they are then be converted into Expenses! Expenses can be rebilled to  clients or used to run reports!

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A Kanban board is a project management tool which provides a visualization of single or multiple tasks & workflows. It’s a tool based on a work philosophy originating in Japan which emphasizes focus on one particular task at a time over a multitask approach, as well as the benefits of collaboration.

Kanban boards are designed to make planning, managing, and completing tasks easier thanks to a visual overview of the entire work process. You get to see what needs to be done, when it needs to be done, who needs to do it, and how much is left to do, all on one color-coded board.

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When quoting or invoicing your client, you may need to include multiple contacts to receive your quotes & invoices. Sales, billing, management teams? You can create multiple contacts per client to ensure all emails sent are seen by the correct people to get you paid!

​

Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Custom Payment Instructions

Forever Free

If you don’t wish to integrate with our existing payment gateway integrations for online payments, you can create custom instructions for your clients to see! The most common is providing bank details/wire instructions.
 
-Navigate to Settings>Online Payments, click “Configure Gateways”
-Click the “+” and select “Custom” under the option of providers.
-You can then put into place instructions for your clients.
 
With this option, when your clients click “Pay Now” on the invoice, your custom payment instructions will pop-up!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 
Create a Free Account!

Enabling/Disabling Nav Modules

Forever Free

Add or remove “modules” from your account navigation & client-side portal. 

  • Invoices
  • Recurring Invoices
  • Quotes
  • Credits
  • Projects
  • Tasks
  • Vendors
  • Purchase Orders
  • Expenses
  • Recurring Expenses
  • Bank Transactions

Only add those modules to the navigation that you’re using, to increase efficiency and streamline your account navigation!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create Taxes per Invoice Total or per Invoice Line-Item

Forever Free

Powerful tax settings.

  • Create up to 3 separate tax rates per invoice total.
  • Create up to 3 separate tax rates per individual invoice line-item!

You may have line-items (services or products) that are tax exempt, others that require taxation. You can create multiple tax situations per client or invoice! 

Invoice Ninja also supports creating inclusive & exclusive taxes per client as needed

  • Exclusive taxation: $100 + 10% = $110
  • Inclusive taxation: $100 + 10% = $100 ($90.91 + tax $9.09)

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

​Enable/Disable Recurring When Cloning

Forever Free

Save time by cloning invoices within a client, or clone an existing invoice to a new client! You may wish to clone a invoice from one client to another and set up the new invoice as recurring with auto-billing, or vice versa! 

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 

Create a Free Account!

Setup Automatic Credit Card Gateway Fees

Forever Free

You may wish to pass along your credit processing fee to your clients if they pay by credit card, or simply to encourage your clients to pay by ACH bank transfer! Set up automatic fees at your discretion or enable the fee to auto-match your gateway fee!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Bulk Emailing Invoices & Quotations

Forever Free

If you wish to semi-automate emailing out invoices & quotes to your clients, utilize the bulk send feature! Simply select all the invoices & quotes and click “Send” and your account will automatically que them up to go out! 

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

​Multiple Currencies & Languages

Forever Free

Invoice Ninja supports dozens of languages & currencies!

You can set different languages & currencies per client! Is your account in English, but it would be nice if your French speaking clients saw their client portal in French or Spanish speaking clients seeing payment instructions in Spanish? We have you covered!

Languages and currencies can be set per individual client!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Importing Expenses & Vendors

Forever Free

Keep all records up to date & run accurate reports by importing Expenses. Expense importing can be done manually anytime, or you can automate it with our new banking Yodleee integration!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Item & Product Library System

Forever Free

Why waste time typing? Create product & services in your Product Library! When creating invoices simple click from the line-item selector to quickly populate invoices and email them out!

Your product library also works (optionally) together with the Inventory feature! You can define the # of inventory stock available and when creating invoices the product library will reduce inventory levels and notify when you’re running low!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Alerts When Client Views & Pays Invoices

Forever Free

Want to know when your client clicks to view their invoice?

Set up notifications when clients view quotes, invoices, make payments, and also if a clients payment fails. 

If you have additional account users, you can also be notified when your User are creating and sending out quotes & invoices! 

Many notification options to keep you informed of all actions taking place within your account!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Projects, Tasks & Track Time

Forever Free

Task time-tracking allows you to accurately record every second spent on each individual task and quickly transfer timed data to the relevant invoice.

  • Create Project, Tasks, and Track Billable-Work
  • Convert Timed-Tasks to Invoices with 1-Click
  • Easily Categorize to Search Tasks & Projects

When you’re done with a task or series of tasks within a project, simply click and send your work-time to an invoice with 1-click!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Accept Deposits & Partial Payments

Forever Free

Do you require a deposit or down-payment from clients to commence your work?

Set partial payments/deposits with unique due dates for partial payments/deposits! After your client pays the partial payment the invoice will automatically update itself with the balance due and set the new final invoice due date.

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 

Create a Free Account!

Approved Quotes Auto-Convert to Payable Invoices

Forever Free

Automate your workflow! When you email out quotations to your clients, they can “Click to Approve” the quotation which then converts the quote into a payable invoice!

Invoices can then be paid online with 1-click, and your account documents all steps!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Client-Side Portal & Invoices/Payments History

Forever Free

Every action your clients take is recorded and viewed into their client-side portal. 

Invoices, quotes, payments and more are tracked.

Uploaded documents, payment methods, client-profile – everything is accessible and recorded to ensure a smooth experience for you & your clients!

Your clients also have dynamic functionality to run their balance statements with custom date & data parameters!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Recurring Invoicing & Auto-Billing Clients

Forever Free

If you have clients that need to be billed again & again on a fixed schedule (weekly, monthly, etc…), Invoice Ninja offers auto-billing via the world’s favorite payment gateways:

  • Stripe
  • WePay
  • Braintree
  • Authorize.net​​
  • Mollie
  • GoCardless
  • Square
  • Eway Rapid
  • PayFast
  • Checkout.com
  • Paytrace
  • Forte

Auto-billing (AKA “token billing”) is a feature that enables the payments system to capture your clients’ credit card details and store them for billing at a future date. Token billing enables auto-billing, which means future invoices can be issued automatically. Invoice Ninja integrates seamlessly so you can enjoy all the advantages of token billing via your Invoice Ninja account.

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Track Inventory Levels

Forever Free

The inventory management feature works together with your “product library”!

Set inventory stock within your product library with threshold notifications. When you create invoices and populate invoice line-items, the inventory stock levels will reduce automatically! When your stock runs low the system will email you a notification reminder to stock up!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!