Templates and Guides

Conquer your to-do list and keep on top of the essentials. From business operations to legal and commercial contracts, these practical documents will help you run, manage and protect your business seamlessly.




Non Disclosure Agreement (NDA) Template

Non-Disclosure Agreements (NDAs) are a common commercial contract requirement in freelancing and self-employment, when clients want to protect the confidentiality of information or assets. Our Non-Disclosure Agreement (NDA) template not only shows what a typical contract should look like, but can also be used if you’re working with other businesses or taking on freelancers and sub-contractors yourself.




Business operations


IPSE Late Payment Letter Template: Gentle Reminder

[FREE DOWNLOAD] As a freelancer, late payment can seriously affect your cashflow and wellbeing, but it can often feel difficult to approach late-paying clients due to concerns around potentially damaging the relationship. This is the first of 3 letters to send to chase a client who is late to make payment.


IPSE Late Payment Letter Template: Follow-up

It can often feel difficult to approach late-paying clients regarding their outstanding payment due to concerns around potentially damaging the relationship. After sending the gentle reminder letter, use this template two weeks later to chase a client who is still late to make payment.



Business Plan

Even though it’s just you in your business you should still have a basic business plan. This business plan will help you get into the nitty-gritty of what you need to make your business a success.


Invoice Template

This invoice template includes everything you must have on an invoice. Use this template to clearly display to your clients what they're paying for, how much they owe, and when it needs to be paid by.


IPSE Cashflow template

This cashflow template is designed to help freelancers and self-employed professionals estimate and monitor their business income and expenses over a period of time.


Legal matters

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