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      Freelancer? Small business?
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      Tools to run your business, invoice clients & get paid.

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      Beautifully designed invoice templates

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      Shopify Integration

      Automate your invoicing by connecting Invoice Ninja to your Shopify store!

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How to Take a Vacation as a Freelancer

  • May 27, 2019

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Freedom! That’s the word many people associate with the freelance lifestyle. After all, working for yourself means you can set your own hours and take a vacation anytime you please. Right?

Yes and no. The answer lies somewhere in the middle. As a new freelancer you’ll soon come to realize that freelancing requires a lot of planning, project management, and multitasking. While you can choose when you go on holiday or take an afternoon off, it still requires some forethought.

Even working while traveling the world – perhaps as a digital nomad – also means planning ahead and preemptively juggling deadlines and tasks.

Simply deciding to take a week off starting from today is not realistic when you are working with a number of clients. They have needs to be met and you’ll have a vast range of tasks to complete by certain dates.

That said, compared to your peers in traditional employment, you certainly do have more freedom to pick and choose your leisure time. You are not constrained to certain times of the year nor hemmed in by a set of number of days you can take off.

Things to do before taking a vacation as a freelancer

As an independent freelancer, you can go on vacation whenever you like. However, there are some pre-vacation strategies you need to bear in mind before jetting off.

Here are 6 things to consider when you’re thinking of getting away:

  1. Plan well in advance

Always plan your vacation time well in advance. This might mean in months rather than weeks and days. Doing so will allow you to place client project deadlines either side of your vacation time rather than slap bang in the middle.

If you work on a recurring basis with clients, such as when on retainer, you’ll also know when to complete work ahead of schedule so the client still receives their weekly or monthly project work.

You don’t need to plan all the details of your vacation so far in advance but rather just gray out the estimated time period on your calendar.

  1. Use project management tools effectively

All successful freelancers use the best project management tools. Kanban boards, for example, allow you to effectively manage your tasks and projects. You gain an overview of what needs to be done and when. As the tasks are completed, the project management tools are updated and the data synchronized to other applicable apps you run.

When you keep track of every task and deadline like this, it’s then a lot easier to plan ahead effectively prior to your vacation. Without sensible project management, it’s likely you’ll fall into chaos, even with just a couple of clients and staying home 24/7.

  1. Know how long tasks take

Part of effective project management is knowing how long tasks and procedures take you to complete. This can be achieved by using time tracking software. With a simple press of a button, you can track each hour of every day and save the recorded time data.

The results will help you judge just how much time you have left to complete client work prior to your vacation. When you know roughly how long it takes to complete certain facets of typical client projects, then you’re in a very strong position to not only enjoy a work-free vacation but also charge more accurate fees.

  1. Schedule invoices

What’s there not to love about getting paid? It’s a great feeling when a client pays on time and your bank balance rises. Prompt payment ensures a healthy cash flow and less tension when it comes to paying bills. Going on vacation shouldn’t mean a pause on sending invoices and receiving payments.

With Invoice Ninja’s free invoicing software, you can schedule invoices to go out at pre-set times. This means you can be sitting on a sunny beach or reclining on a Venetian gondola while your invoice software continues to work for you. All you need to do is make a little time before your vacation to set up the invoices, and our system does the rest.

You can even do it from your mobile device while waiting for your flight at the airport.

  1. Delegate tasks

As a new freelancer, you might be thinking freelancing is a lone ranger kind of job. You work solo for any client who is willing to pay you for your expert services. That’s true but most successful freelancers also understand the merits of collaboration and delegation. In fact, it’s rare you’ll work entirely alone throughout your career, regardless of which field you work in.

Delegating tasks is one of the most effective ways freelancers can free up more of their time. It’s especially beneficial when you just want to take time off. Delegating routine admin work, marketing tasks, and email updates can help you truly focus your attention away from work while on vacation.

Virtual Assistants (VAs) can be great allies for freelancers as can be your freelancing peers. Setting up a mutual agreement with other freelancers, whereby they take on some of your workload when you’re away – and vice-verse – can be a great way to reduce stress just before and during your vacation (or any illness).

  1. Be realistic

It’s fine to take work with you on vacation or during your world travels. Many people do and sometimes it can be a necessity. The key is to be realistic about what you can get done and when.

We often think we’ll have time and energy to fit in a few hours here and there. But reality has different ideas. Once vacation mode sets in it can be mentally difficult to switch back to work mode and often we’re either too exhausted or too wired to really settle and focus.

Also, the people you are vacationing with, whether friends, family, and potentially children, might not always be accommodating to your work needs.

Think back to previous similar vacations and be realistic about how much you’re really going to get done. It’s usually less than you imagine.   

Taking a well-earned vacation

Taking regular vacations as a freelancer is both healthy and deserved. Running your own business is hard work and can be mentally and emotionally draining. You need to take time off and recharge your batteries.

You have an advantage over most people when it comes to vacationing, especially if you work primarily online. Despite this liberty, some pre-planning is essential. By developing sensible routines when it comes to your work life – such as mastering project and time management – you’ll soon find it’s not that difficult to free up vacation time. With the latest tools, apps, and cloud software platforms, there’s no excuse not to work hard… and then play even harder!

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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!

Invoice emails are 100% customizable! Use dozens of available variable options to ensure your emails are customized per client with custom values!

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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!

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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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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!

​

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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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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​:)

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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!

Invoice Template Designs

Forever Free

Beautiful well formatted invoices are critical to show clients that you mean business!

Invoice Ninja offers 11 invoice template designs. Free users have 4 free invoice templates, Pro & Enterprise user have all 11 invoice template designs.

Each invoice template can be customized with your company logo, colors scheme to match your brand, and detailed formatting customizations are also offered!

Give your clients a truly branded experience with your company by customizing your invoice templates to match your company branding! 

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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!

Online Payment Gateways

Forever Free

Integrating your Invoice Ninja account with a payment gateway allows clients to pay their invoices with 1-click! 

The payment gateway processes the transaction in the background while your client never leave their Invoice Ninja client-side portal. Seamless! 

Integrate your invoices with: 

  • Stripe Payments
  • WePay Payments
  • PayPal Payments
  • Checkout.com Payments
  • Braintree Payments
  • PayFast Invoice Payments
  • Authorize.net Payments
  • Square Payments
  • Mollie Invoice Payments
  • Many more!

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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!

Upload your Company Logo

Forever Free

Providing your clients a branded experience is critical for professionalism and building trust. Upload your company logo to your preferred invoice template design.

All accounts, Free & Pro/Enterprise, are able to upload logos an customize their invoice colors to match their logo & company brand theme.

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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 & Email Invoices & Quotes in Real-Time

Forever Free

Real-time PDF preview creation shows your invoice review as you build it in real-time. Utilize the product library to quickly populate invoices with 1-click, view the invoice .PDF preview to ensure everything looks awesome, and send it 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!

Dynamic Dashboard Data

Forever Free

View revenue, invoices sent, recent activity data. Track upcoming invoices, invoices past due, and more!

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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!