An invoice is a notice you send to customers or clients to let them know that payment is due for their services.What services you performed, how much the client owes and where the payment should come from should be outlined in an invoice.Each time you perform a service, you can use an invoice template.
Step 1: You should include your business name.
The basic information about your company should appear at the top of the page.If you're using word processing software, you can create a new document and select "header" from the drop down menu, then type your company's name and center it at the top of the page.You can type your first and last name if you don't have a business name.If you want, you may include your middle initial.You can use Arial, Times New Roman or another professional style for the heading.You should use a bigger size for the body of the invoice.
Step 2: Your contact information should be provided.
You can type the address where you want to receive payment, your business phone number, and business email address.Your business name should be smaller than your contact information.If you have a personal phone number and email address, include them.It is possible to make your contact information more readable by typing it on several lines.Junedesign@email.com is the email address for 2005 Rodeo Drive Los Angeles.
Step 3: You should include your business logo.
The left or right of your business name is where your logo should be.You can use the logo in place of your name if it's part of the business logo.It is not necessary to include a company logo in your invoice.You can make a personal logo if you don't have a logo.
Step 4: Write the person's contact information.
The name, address and phone number of the business should be on the left side of your invoice.If you are sending an invoice to someone other than a business, you should include the person's name, address and phone number.You can include an email address if you don't have an address or phone number.
Step 5: The invoice number and other information should be written.
The details of your invoice can be found on the right side of the page.The invoice number is written on the right side of the page.The number is followed by the type inVoICE.Since you are the one sending the invoice, you can choose the numbering system that works best for you.For the year, month and day of the invoice, you can number it numerically (1, 2, 3, 4) or by date.You can add "-01" to the end to differentiate between invoices sent on the same day.You don't want to confuse yourself if you number your invoices in sequential order.The date of the invoice.You should clearly write the date on a separate line if you choose to number your invoice by date.The invoice is due.If you have an agreement with the business, you should write the due date on the invoice.The standard pay-by period in most cases is 30 to 45 days if you don't have an agreement.
Step 6: Your payment terms should be specified.
Under the invoice information, note whether you will take cash, checks, credit cards, or some other form of payment.If you charge a late fee, immediately outline it, like in a contract.If applicable, include your tax identification number.If you want to collect sales tax or other usage tax, you need to know your local tax code.
Step 7: The services should be itemized on a chart.
If you're using word processing software, you should create a table in which you will list the different services you performed for your client, or the items that were purchased from you.The following components should be in your chart.This is where you list the tasks that you did, such as copyediting, or the item that was purchased from you.Date.The item was purchased or the service was performed.There is a certain amount.How many pages were edited, how many pieces of jewelry were purchased, and so on.Write the rate for the services or items.If you charge by the hour, write it down.Hours.Write how many hours were spent performing the service if you charge by the hour.The total is subtotal.Take the total amount you are charging and write it on a piece of paper.The final row is reserved for the total amount you are charging the client for all services.
Step 8: You have to calculate the total.
Add sales tax, delivery fees and other fees to calculate the grand total.The total should be highlighted to make it stand out from the rest of the numbers.
Step 9: Provide more information.
Explain your return policy when you invoice a customer who has purchased items for you.You may want to offer other products or services at the bottom of the invoice in order to thank the customer.In the interest of good relations, try to be kind and appreciative.