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Freelance Payment Sheet

Journal Entry: Fri Feb 6, 2009, 7:30 PM






I thought I'd share my freelance payment sheet for any freelancer that might need it.  

If you find it useful feel free to link to this journal or forward this journal around to other freelancers.  If it's crap, then it's ok hehe oh well... :D

I'll continue to update features to it whenever I come across some feature I need or if anyone have any suggestions,etc

It was created with office 2007 but I saved it to office 2003 so lemme know if some function's not working (I have no clue on mac version so can't help there T_T) and the chart section doesn't work for googledoc's excel.

DOWNLOAD LINK

INSTRUCTION:


The excel file is composed of 3 pages (the tabs at the bottom)
1)Unpaid - This list the current work that hasn't been paid
2)Paid - This list the work that has been paid
3)Report - Gives a report of monthly freelance and chart report

I'll explain each page's element in a bit more detail

1)Unpaid


Total Unpaid - This gives the total $ of unpaid items

Currency Converter - I personally work with many international company so I try to convert everything to US,etc so it's basically a mini calculator.  Enter amount in "Currency A" then enter the Exchange Rate,etc.

From row 9 and on is the Freelance entry, each entry is composed of:

Work - Work name "example Blah Magazine Issue 9"

Total - Enter $ amount of work

Contract - Has the contract/invoice been returned (It's often easy to forget to ask for invoice, when it's "N" the font automatically is RED, if it is "Y" it turns black)

Date Completed - Due date/date completed.  Enter in the format of mm/dd/yyyy  (I kept due date and date actaully completed the same cause even if I finish early, it doesn't matter)

I actaully use *this* plugin to enter date, much easier, but it's optional.

Est payment days - How many days the estimated payment is

Misc Fee & Misc Fee 2 - Any type of cost for the project, such as bank transaction fee, paypal fee, or if you're working with someone else, the other person's payment,etc.

Net Total - (Automatic) This will be the money that YOU earned minus the fees,etc.

Payment Date - (Automatic) This is the estimated payment date base on what you typed in the Est payment days section

Paid - "Y" or "N" ("Y" would turn it to red font) Change it accordingly, Once it's PAID, select the row and CUT & PASTE to the Paid page.

Notes - For any notes you want regarding the project, such as explaining for the Misc fee was, or you can list the specifics of what the task is.  e.g. "Misc 2 Fee $500 paid too Artist B" or "12 card illustrations"

Since the row have specific formatting/code, for each new entry.  Copy and paste the existing row and modify the contents.

2)Paid


It's to list all the payment up to date to keep track of past works

When each item is paid, CUT AND PASTE the row into this page. (do not COPY and paste or it'll mess up the Report page results

3)Report


This page is basically automatic.

Monthly Report

The top shows your monthly freelance income (Income as in the job that was DONE in that month according to date completed)
There's the total for each year and average monthly income (It's a bit buggy atm and not ignoring the future months with 0 income (vs a month with actual 0 income) if anyone knows the code for it lemme know ;P)

There's the Chart at the bottom just to be pretty and show each month's income in an easier visual way

Clients

Just for me the enter each new company that I work for as I go, to keep a client list, you can add email,etc if you want.  Basically more a note section

Well hope it helps~ C ya!

  • Listening to: Tae-In
  • Watching: Lost!
  • Playing: Tetris
  • Eating: Ramen
  • Drinking: Milk tea....
Add a Comment:
 
:iconfuurin:
fuurin Featured By Owner Apr 29, 2009
Many thanks! :heart: This is a lot more comprehensive than what I've been using!
Reply
:iconaaronhoustonart:
AaronHoustonArt Featured By Owner Feb 18, 2009
just got around to checkin out that payment sheet. thats awesome.i will be using this in the near future.
thanks for posting this
Reply
:iconryczkowski:
Ryczkowski Featured By Owner Feb 12, 2009
thanks
Reply
:iconxxender:
xxEnder Featured By Owner Feb 10, 2009   Digital Artist
<3 sharing info! Though I am curious... have you had any payment issues for comissions/clients? Ex: someone not paying or trying to basically screw you over? I'm not ready to take on comissions yet but when I am its nice being a bit more prepared on what to expect.
Reply
:iconnjoo:
nJoo Featured By Owner Feb 11, 2009  Professional Digital Artist
for personal commission most of the time I ask for 100% payment before starting. For new client that's small companies I usually as for 25-50% upfront payment, so far in 7 year freelancing maybe I haven't had anyone totally not pay, but with bigger companies I often get super late payments (like more then half year late,etc)
Reply
:iconandrewdobell:
AndrewDobell Featured By Owner Feb 10, 2009  Professional Digital Artist
Can this be modified to show the Pound sign (£;) rather thent he doller ($) sign???? How would I do this?
Reply
:iconyumeoibito-chan:
yumeoibito-chan Featured By Owner Feb 9, 2009
job! job! job!!
Thanks!
Reply
:iconkarlarei2003:
karlarei2003 Featured By Owner Feb 9, 2009  Professional Digital Artist
Thanks!

This will be handy! ^^
Reply
:iconkamizuki:
kamizuki Featured By Owner Feb 9, 2009
Cool, I will use this~ ^^ :heart:
Reply
:iconjohnarmbruster:
JohnArmbruster Featured By Owner Feb 8, 2009  Professional Traditional Artist
hey thanks this will come in handy. The hardest thing freelancing is trying to stay organized.
Reply
:icons4pphire:
S4pphire Featured By Owner Feb 8, 2009  Professional Interface Designer
Really interesting and cool! I was thinking of doing a web-based application of this, just have been unsure of what the variables should be.

This cleared the thinking up a bit :) Nice to see how the pro's are doing it! Keep up the good work!
Reply
:icontsheva:
tsheva Featured By Owner Feb 8, 2009
LOST rawks :headbang:
Reply
:iconevikted:
evikted Featured By Owner Feb 7, 2009  Professional Digital Artist
Omg. Thank you for sharing this!! I really needed a better one. .my invoice is too long winded for what I do now (I barely want to read the details myself)
Reply
:icongatling:
Gatling Featured By Owner Feb 7, 2009
I really needed this about now! :lmao: Seriously. I actually made my own makeshift one in an accordion file for the meantime before you post this. Now I dont have to keep up with that nasty thing.

Oh and people should definitely back this up when they update it!
Reply
:iconmini-sys:
mini-sys Featured By Owner Feb 7, 2009   General Artist
hey u how have u been? just out of curiosity, why did u decided to share this with everyone? i thought this would be like a TOP SECRET that everyone always tries to conceal from the world O_O. u r a brave sould haha!
Reply
:iconnjoo:
nJoo Featured By Owner Feb 7, 2009  Professional Digital Artist
heya, i've been good, just super busy with work! :D Well the spreadsheet's not really any top secret hehe, if it includes all the price,etc then maybe. but it's just an empty sheet but maybe a small thing or 2 that I added ;) Hope things going with u!
Reply
:iconcrump3t:
crump3t Featured By Owner Feb 7, 2009  Professional Digital Artist
champion thank you !
Reply
:iconlanderoc:
landeroc Featured By Owner Feb 7, 2009  Professional General Artist
This comes in very handy. Thank you for sharing!
Reply
:iconfrankmr:
FrankMR Featured By Owner Feb 7, 2009  Hobbyist Digital Artist
Thank you for this. Hope I can use it one day :)
Reply
:iconnightmaregk13:
NightmareGK13 Featured By Owner Feb 7, 2009  Student Digital Artist
hey thanks dude this is really helpfull :D
Reply
:iconnakatoni:
Nakatoni Featured By Owner Feb 7, 2009
Thank you! :iconflowerdanceplz:
Reply
:iconjaeshiizou:
JaeShiiZou Featured By Owner Feb 7, 2009
Thnx for charing!
Reply
:icontsabo6:
Tsabo6 Featured By Owner Feb 7, 2009  Professional Digital Artist
Usefull.
Thanks.
Reply
:iconnr43:
NR43 Featured By Owner Feb 7, 2009   Traditional Artist
It crashes my OpenOffice 3 :(
Reply
:iconnjoo:
nJoo Featured By Owner Feb 7, 2009  Professional Digital Artist
Hmm never tested it on openoffice :(
Reply
:icondavidsondered:
DavidSondered Featured By Owner Feb 7, 2009  Professional Digital Artist
yeah, it crashed my openoffice also :( shame...
Reply
:iconnr43:
NR43 Featured By Owner Feb 7, 2009   Traditional Artist
:)
that's ok...
most peepz use MS Office anywayz
I just can't afford it (+400€ omg)
Reply
:icondrinjix22:
drinjix22 Featured By Owner Feb 6, 2009
this is really helpful.
i might need it someday.
thanks for this ;)
Reply
:iconcqb:
cqb Featured By Owner Feb 6, 2009  Professional Digital Artist
Thanks njoo!
Reply
:iconjohnbecaro:
johnbecaro Featured By Owner Feb 6, 2009  Professional Digital Artist
interesting! thanks for sharing!
Reply
:iconmetalheadkomik:
metalheadkomik Featured By Owner Feb 6, 2009   General Artist
thanks for sharing sir...this should be a great help for everyone .
Reply
:iconmadmagnus:
madmagnus Featured By Owner Feb 6, 2009
Thanks bud, I was gonna make one in January but my work load escaped me from it.
This saves time. Thanks for sharing.
Reply
:iconteogonzalezcolors:
TeoGonzalezColors Featured By Owner Feb 6, 2009  Professional Digital Artist
i did not understand nothing! lol
Reply
:iconquazzie:
Quazzie Featured By Owner Feb 6, 2009
Thanks for putting this up for us :):horns:
Reply
:iconrissbutts:
rissbutts Featured By Owner Feb 6, 2009  Student Digital Artist
VERY cool.
thanks for sharing
Reply
:iconcaekman:
caekman Featured By Owner Feb 6, 2009
sweetish deal! This is highly useful =D
Reply
:iconbutterfrog:
butterfrog Featured By Owner Feb 6, 2009  Hobbyist Digital Artist
This will be most useful one day (I hope!) Thanks for sharing
Reply
:iconlanotdesign:
LanotDesign Featured By Owner Feb 6, 2009  Professional General Artist
Thanks for sharing this, it will be very helpful to other artists (like myself) ^_^
cheers!
Reply
:icondinmoney:
dinmoney Featured By Owner Feb 6, 2009  Professional Digital Artist
wow thanks man!
Reply
:iconastuteobservations:
AstuteObservations Featured By Owner Feb 6, 2009  Professional Digital Artist
awesome! this is great, it was very nice to offer this out to your watchers. :) I actually will use this because I am in the process of making one right now and I have nothing to go off of. Thanks :D!
Reply
:iconandreatamme:
AndreaTamme Featured By Owner Feb 6, 2009  Professional Digital Artist
Oh nifty! Thanks for sharing! By the way... do you make your own contracts or do you get them from a recognized organization?
Reply
:iconnjoo:
nJoo Featured By Owner Feb 6, 2009  Professional Digital Artist
For contracts I usually get the companies to send it to me, for invoice tho half half, bigger companies usually have their own invoice/contract system. Some companies or smaller ones often ask me to send in my own invoice.
Reply
:iconandreatamme:
AndreaTamme Featured By Owner Feb 6, 2009  Professional Digital Artist
Ahh I see! So, if there was a private individual who offered you a very large sum to do a commission... what would you do in that instance to ensure you get paid something?
Reply
:iconnjoo:
nJoo Featured By Owner Feb 6, 2009  Professional Digital Artist
Personal commission I always has for 25-50% upfront ;)
Reply
:icondavidsondered:
DavidSondered Featured By Owner Feb 7, 2009  Professional Digital Artist
Nice to see that my own idea of minimum 20% payment up-front from personal commissions was something ppl who worked longer then me also did :D
Useful little sheet there- linking this journal from another forum (cgpad.org) may I upload i directly in a topic there? It has it's section for how to do business (I'll link/reffer to you apropriately).
Reply
:iconnjoo:
nJoo Featured By Owner Feb 7, 2009  Professional Digital Artist
:) ya you can upload it or do whatever you want with it hehe
Reply
:iconandreatamme:
AndreaTamme Featured By Owner Feb 6, 2009  Professional Digital Artist
Hehehe, I see :D
Reply
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