How to make a PDF invoice that actually gets paid
What must legally be on it, the fields that decide whether it clears accounts payable, and why sending a screenshot delays payment.
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Practical writing about PDF, image and document work — what is actually inside the file, which settings change the outcome, and how to get it right the first time. Every guide is written here, not reprinted.
What must legally be on it, the fields that decide whether it clears accounts payable, and why sending a screenshot delays payment.
The advice to avoid PDF is a decade out of date, but the underlying worry is real for one specific kind of PDF.
Yes, in most of the world and for most documents — with a short list of exceptions that catches people out, and three tiers that are not equivalent.
Zipping a PDF typically saves under 5%. Here is why, what ZIP is genuinely good for, and when it is the right tool.
Link, embed or convert — three options with very different consequences for mobile users, search engines and page weight.
Ctrl+P and Save as PDF handles most pages. The ones it mangles fail for four specific reasons, each with a workaround.
Three formats that still turn up from scanners, fax systems and old software. What each was designed for, and what to convert it to.
Three different operations that get asked as one. Cropping hides content without deleting it, which matters more than people expect.
Docs exports cleanly and embeds fonts automatically. Sheets needs the same page setup work as Excel, and Drive cannot edit a PDF at all.
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