Scheduling, Invoicing, & Taking Payments as a Professional Organizer


Digital download, printable PDF


You’ve got a client… now what?

Get them scheduled, invoiced, and paying you!


This guide is everything you need to know about scheduling, invoicing, and taking payments from clients as a professional organizer. It covers topics such as what you want your days to look like, leaving time for life and back-end business management, information invoices should include, how to send invoices, and making it quick and simple for clients to PAY YOU!

This document shares all our best tips for being organized and streamlined when it comes to collecting payments!

This digital download and printable is over 20 pages and will provide you with clarity and confidence!

Topics Covered:

  • Setting your schedule, including session length and calendar options
  • Being “Booked Out” for months
  • Creating a branded invoice
  • Order of events – when to invoice & collect payment
  • How to collect payment
  • Establishing a refund policy
  • How to charge for products
Real talk for real organizers.


**Please note: We do cover these topics in our Organizers Connect eBook so if you’ve purchased that you may find this resource redundant. **


Accessing Your eBook

Once your purchase is completed, your file will appear on this screen and will be emailed directly to the email address provided.

If you do not receive the download link within one hour, please contact us at [email protected]

Refund Policy

Because of the digital nature of this product, we do not provide refunds.


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