Rate & Retainer

Free templates for freelancers

Free downloads, no signup and no email needed. Excel files also open in Google Sheets.

Free Client Onboarding Checklist for Freelancers (Excel and Google Sheets)

A free 20-step client onboarding checklist for freelancers, from proposal to week one, as a spreadsheet with a progress counter.

Free Freelance Invoice Template (Excel and Google Sheets)

A free freelance invoice template with automatic totals, due date and an overdue status. Download the Excel file; it also opens in Google Sheets.

Free Freelance Quote Template (Excel and Google Sheets)

A free freelance quote template that turns hours and rate into a total, deposit and balance, and shows your effective rate. Excel and Google Sheets.

Free Late Payment Reminder Email Templates for Freelancers

Five free, copy-and-paste email templates for chasing a late invoice politely, from a pre-due nudge to a final notice and a thank-you.