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How to Write an Invoice: Step-by-Step Guide With Template

how to make an invoice

Store all of your PDFs right in your account for easy record keeping. The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. If you’re struggling to find an invoicing system that works for you, visit FreshBooks to select from a range of invoice generators optimized for easy accessibility. When all of your payment information has been included, review your document for any adjustments. Remember to carefully look over your payment options, as any mistakes will delay your payment.

how to make an invoice

Also include the address, phone number, and email address of the client. Create a professional first impression and make it easy for your client to see all your company and contact details. Using sequential invoice numbers also makes it easier to track and reconcile paperwork and payments. Make your invoicing experience The invoicing templates can make your invoicing experience a breeze.

The Free Invoice Generator Upgrades Your Security

Plus, if your invoice template comes with placeholder content, you’re less likely to miss any details, like adding an invoice ID or your business address. The first time you create an invoice, you’ll need to add some information to the blank invoice how to make an invoice template. Our invoice generator software can be accessed using your laptop or phone. If you’re on the go, you can download our invoice generator app, which lets you log in to your account and send invoices quickly, from anywhere that you may be.

  • Another basic element to add to your invoices is company details.
  • Generic invoice templates are easy to find and use, but they won’t help you in building your company’s reputation and winning clients.
  • Add line by line details of billable work, including a clear description, piece or hourly rate, and quantity.
  • The highlight of this invoice design is that it allows you to add images of your products to pinpoint the exact items sold.

Use a Microsoft Word template when your primary concern is having options in your invoice design process. Word is known for letting you design invoices, as well as various kinds of documents and reports. Customize your blank invoice template by adding vibrant images and tweaking its colors and fonts. The more flexible you are with your payment methods, the easier it is for clients to pay you in a manner that’s convenient to them. And when it’s easier for clients to pay, they’re more likely to pay quickly for your work.

How to create an invoice: A step-by-step guide

Here’s how to write an invoice the simplest way possible — using online invoicing software. These step by step instructions will show you how to create an invoice that includes all the standard elements of a professional invoice. Below, we’ll dive into how you can customize your invoice to be unique to your business. Invoices are most commonly sent as a document (Microsoft Word or Google Docs), a spreadsheet, a PDF, or via specialised invoicing software. Whichever way you go, use a template and lock in details like your business name, bank details and payment terms so you don’t have to keep rewriting them on every invoice.

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