How to Make an Invoice: Step-by-Step Guide & Free Templates

Simple Invoices In 9 Steps

Branded Templates new Get a bundle of templates that match your brand. Thank your customer for their business in a quick message at the bottom of the invoice. You can add any additional information, such as an upcoming seasonal deal, yourreferral program, or a request for reviews or helpful feedback. Easily build a professional-looking invoice in just a few clicks with our free invoice generator.

However, you can easily modify it with your own colors and fonts for your own business. For example, you might want to use it Simple Invoices In 9 Steps for your vegan restaurant. Or, you can share the file via email with your client if you find soft copies easier to work with.

How to create an invoice?

If you’re selling a product, you’ll add the description of the product, as well as the quantity and the price per item. It’s a big step, and your days will likely be filled with both challenges and rewards. By utilizing these tips, you can get paid faster and focus on what really matters – your business. Knowing how to efficiently handle billing process can greatly impact the reliability and reputation of a company. From the initial quote all the way through collecting payment – by connecting a set of systems, individual processes and administration can be significantly reduced. You’ll get used to the convenience and cost-effectiveness of cloud-based invoicing quickly, and your clients will enjoy the new system as well.

Simple Invoices In 9 Steps

Our invoice generator gives you two easy options to send an invoice. This professional invoicing template is made especially for consultants, accountants and other business services, but it can easily be used for any other purpose. A great-looking invoice can make your business look professional.

Benefits of using an Invoice Generator

Your invoice will be suitable for mobile and desktop viewing. The invoice generator will calculate the total balance due from the line items you entered in boxes six and seven. If you’re using Visme to make your invoice, you can easily customize the template design so it’s aligned with your brand. To incentivize your clients to pay you on time, you may also want to offer them discounts on early payments. In a similar vein, you can charge them a penalty for missing the due date.

For clarity’s sake, carefully describe the services and the price list roughly offered to the client in a service invoice template. If possible, divide the task into rows and columns and include your hourly rate alongside the number of hours you’ve worked. Select how clients pay you, view a full history of invoices including when invoices are viewed. Save the finished document in .xls format if you still plan to revise it and make changes.

Payment options

Every organization has invoices, and there is important financial information on those invoices. Again, depending on the size of the company, the rules and hierarchy can make this a far more complicated process than it seems. If you are making and storing paper copies this means using rows and rows of filing cabinets. And keeping all of the paper copies organized so that you and/or auditors can easily find them if need be.

  • But sometimes, you may need to take any discounts, prepayments and taxes into consideration before calculating the total amount.
  • This is also available in the middle feed mentioned above, where all invoice communications are centralized from comments and questions to responses.
  • Take a proactive approach to set up an invoice system that works and gives you more time to pursue your talents and serve your clients.
  • Effortless Invoices uses your git history generate online payable invoices quickly.
  • However, if you want to use this template for any other purpose, such as for services and consulting, you can do so by customizing the template in Visme’s invoice editor.

Usually company information is written near the top of the invoice and clear differentiation between the company providing the goods or services and company buying it. Headers that clearly state the document is an invoice can be extremely useful when sorting through multiple documents. Many companies include their logo on the right hand side of the header. In the image above we don’t have a logo and that’s perfectly alright as long as the rest of the invoice is laid out properly. There are a few additional benefits to emailing your invoice through Invoice Generator. One is that your invoice will be suitable for mobile and desktop viewing.

For this reason, you should always send the invoice as soon as the work is finished. Here is a video to give you a glimpse of how Portant acts as an online invoicing software, which will help you create a professional invoice in a matter of minutes. To get started with Portant, you’ll need to create an account and set up your business information. This includes your business name, contact information, and any logos or branding elements you want to include on your invoices. By knowing when an invoice was issued and when the goods or services were provided, businesses can easily reference this information when following up on payments. This is especially important if the invoice has a specific payment due date.

  • Overall, using Portant to automate your invoicing is a simple and efficient way to streamline your billing and payment process.
  • If your breakdown of services includes a number of items, show what each of those items cost.
  • Download our free google sheets invoice template today, and based on your use case, you can add additional information to your invoice as suggested in the next section.
  • They give all the necessary details making it easier for your client to pay faster.
  • If you have already added the customer details in your organization, you can simply choose the customer information and fill in their purchase details from the drop-down menu.

Because payment is usually due a specified number of days after receipt of the invoice, including the date is an important part of showing when payment is due. If you use Invoice Simple invoicing software to automatically manage your invoice number, the software will create a unique invoice number for each document. If you wish to use your own custom format for your invoice number, you can update each invoice number yourself each time you use the invoice generator. When creating an invoice, you should include the legal name and contact details of your business. This should include your address, phone number, and email address. Usually, company information is written near the top of the invoice to create a clear differentiation between the company providing the goods or services and the company receiving them.

If your invoice is dated March 9, clients are responsible for submitting payment on or before April 8. Businesses may also set invoice terms to Net 60 or even Net 90, depending on their preferences and needs. Then you can decide how long your customer needs to settle an invoice. Net 30 days (or “N/30″) is one of the most common terms of payment. It means that a buyer must settle their account within 30 days of the invoice date. Businesses can use invoices to track what customers owe in total as a way to monitor cash flow.

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