Guides for freelancers
How to write invoices and quotes, set payment terms, chase late payment, price your work, agree contracts, onboard clients and keep a project on budget. Written by a designer who has worked freelance since 2014. Each guide links to the free tool that does the job.
Invoicing
- How to write an invoice as a freelancer, with a worked example
A step-by-step guide to writing a freelance invoice: what goes in each field, a full worked example, and the small mistakes that delay payment.
9 min read
- What to put on an invoice, country by country
The details an invoice needs in the US, UK, EU, Germany, Canada and Australia: numbers, dates, tax IDs, VAT and GST lines, and required notes.
9 min read
- Invoice numbering: how to number your invoices
How to number invoices as a freelancer: sequential formats that work, series per year or client, gaps and mistakes, and when you need a credit note.
6 min read
- How to invoice international clients
Invoicing a client in another country: which currency to bill in, exchange rates, reverse charge VAT, bank fees and what the invoice needs to show.
6 min read
- How to invoice for hourly work
How to bill hours on an invoice: what to log, rounding, how much detail to show, caps and not-to-exceed amounts, with a worked example.
6 min read
- What is a pro forma invoice?
A pro forma invoice is a preliminary bill sent before the real invoice. What it is for, how it differs from a quote, how to mark it, and when a freelancer needs one.
6 min read
Getting paid
- Freelance invoice payment terms: net 15, net 30, deposits and late fees
What net 15, net 30, due on receipt and 2/10 net 30 mean, which terms suit freelance work, deposits and milestones, and the law on late payment.
7 min read
- How to follow up on an unpaid invoice, with email templates
A follow-up sequence for overdue invoices, from the polite nudge to the final notice, with payment reminder emails to copy and what to do next.
7 min read
- Deposit invoice: how to bill an upfront payment and deduct it later
How much deposit to ask for, refundable or not, what the deposit invoice should say, and how the final invoice deducts it. Worked example included.
7 min read
- Retainer invoice: how to bill a monthly retainer, with an example
How to invoice a monthly freelance retainer: bill in advance, unused hours, overage, a worked example and wording you can copy.
6 min read
- Milestone payment schedules for creative studios
How to split a 3D, animation or design job into milestone payments tied to sign-offs, cover freelancer costs before the client pays, and handle late milestones.
7 min read
Quoting and pricing
- Invoice vs quote vs estimate vs proposal
What separates a proposal, an estimate, a quote and an invoice, when a freelancer sends each one, and how they connect on a real project.
7 min read
- How to write a quote: a quote template guide for freelancers
What a freelance quote should contain, section by section, with a full example, the lines that prevent scope creep, and how to follow up.
7 min read
- How to price a freelance project
Work out the day rate your business needs, turn it into a project price with an estimate and a buffer, and choose between hourly, daily and fixed fees.
7 min read
- How to price animation per second
Price motion design and animation per second without guessing: stage hours, complexity tiers, cutdowns, ratio versions, music and voiceover licences.
6 min read
- Product rendering pricing
How to price 3D product renders: model from CAD or from photos, colourways, packshots vs lifestyle scenes, 360 spins, catalogue volume and reuse rights.
6 min read
- How to write a 3D rendering quote
The parts of a 3D rendering or archviz quote that generic templates miss: inputs and their dates, assumptions, image specs, rounds, usage rights and render timing.
6 min read
Contracts and clients
- What to include in a freelance contract
The clauses a freelance contract needs: scope, revisions, payment, late fees, kill fee, usage rights, confidentiality, termination and liability. Not legal advice.
6 min read
- How to write a statement of work
What a statement of work is, how it differs from a proposal and a contract, the sections it needs, and a full example SOW for a 3D job.
7 min read
- How to get a client to sign a proposal online
How to get a proposal e-signed: one clear price, an expiry date, signing order, the audit trail, and what the law says about electronic signatures.
6 min read
- Client onboarding checklist for freelancers
A client onboarding checklist for freelancers: billing details, PO numbers, tax IDs, approvers, access, files and the kickoff, in order.
6 min read
- A client portal for creative studios: sharing progress without the emails
What a client portal should show a creative agency's clients, what to keep internal, portal vs status link vs weekly email, and a setup that cuts the where-are-we emails.
7 min read
- How many revisions to include in a 3D contract, and how to word it
Revision limits for archviz, product rendering and animation contracts: what a round is, rounds per stage, revisions vs changes, sign-off gates and a sample clause.
7 min read
Running projects
- Project kickoff email: four templates for freelancers
Four project kickoff templates to copy: the kickoff email, a call agenda, what you need from the client, and the first week update.
6 min read
- How to track project budget vs hours as a freelancer
Track a fixed project budget against the hours you spend: budget in hours, burn rate, percent spent against percent done, and when to warn the client.
6 min read
- Project planning with AI: connect ChatGPT or Claude to your project tool
How MCP lets Claude or ChatGPT read and update your projects, how to connect them to OIO step by step, what the AI can change and where the limits are.
6 min read
- Can AI replace project management software? What a chat can't do for a studio
An honest look at running client projects in ChatGPT or Claude alone: memory, sharing, permissions, timelines, invoices and the audit trail a studio needs.
6 min read
- The archviz workflow, stage by stage
How an architectural visualization job runs from drawings to finals: inputs, clay, cameras, materials, drafts, rounds and delivery, with the gate that closes each stage.
7 min read
- How to schedule a CGI project
Plan a 3D or CGI job from the delivery date back: stage lengths, client feedback as dated blocks, render time maths, buffers and what to do when dates slip.
7 min read
Running a studio
- Best project management software for 3D studios (2026)
OIO, ClickUp, monday.com, Asana, ShotGrid and Notion compared for small 3D, CGI and archviz studios: prices, review tools, freelancer seats and invoicing.
6 min read
- ShotGrid alternatives for small studios
ShotGrid, now Flow Production Tracking, is built for large pipelines. The alternatives a small 3D, CGI or motion studio should look at, and when to stay.
6 min read
- How to manage client feedback rounds in an archviz studio
Camera approval, numbered rounds, one list per view, a single voice from the client side and a clear line for extra rounds. A method for archviz studios.
6 min read
- How to price archviz images
Price architectural renders per image from your real hours: shared scene setup, per-view work, feedback rounds, freelancer costs and extra rounds.
5 min read
- Managing freelancers in a small 3D studio
Briefs, file handover, feedback, deadlines across time zones and paying in another currency: how to run freelancers in a small 3D studio.
5 min read
- AI workflows for 3D and archviz studios
Four AI workflows for small 3D and archviz studios: brief to task list, feedback email to tickets, the weekly client update and a first quote draft.
6 min read
- How to run a small 3D animation studio
The operations side of a 3 to 10 person animation studio: a pipeline you can explain, how clients come in, who does what, cash flow and the weekly routine.
7 min read
- The software stack a small creative studio actually needs
Which tools a 3 to 10 person creative studio needs, category by category, what a typical eight-app stack costs a month, and when one connected app is the better trade.
6 min read
- Freelancer onboarding checklist for small studios
The admin around hiring a freelance 3D artist: contract and NDA, rate and currency, tax forms, licences, scoped file access, naming, and offboarding.
7 min read
- Studio capacity planning for small creative studios
How many projects a 3 to 10 person studio can really run: billable hours per person, a worked capacity table, feedback overlap, freelancers and when to say no.
7 min read
Finding work
- How to find freelance clients and jobs
Where freelance work comes from: former employers, referrals, agencies, outreach, marketplaces and your own site, with what to send and when.
7 min read