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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.
The first time you create an invoice, you'll need to add some information to the blank invoice template.
Forsection, including name, email, and address
Once your first invoice is complete, you’ll need to learn how to send it to your client. Our invoice generator gives you two easy options to send an invoice.
First, compose an email to your client. You can include a link to your invoice in the email or send them a PDF of the invoice as an attachment. The client simply clicks on the link or the attachment to see the invoice.
Then, check in on the status of your sent invoice. If you email your invoice directly from Invoice Simple, you will receive a notification when your customer views the invoice. The notification is useful for following up with clients to confirm payment.
There are 9 main elements of an invoice. Some of these elements are necessary, while others are extra or used only for customization.
You may initially start out using a simple excel or word invoice template, but when you get to making your second or third invoice you'll realize that you're wasting a lot of your time on repetitive tasks. For example:
Each extra minute you spend doing this administrative work is time and money lost.
The first time you use the Invoice Simple invoice generator, you’ll see a blank invoice template.
The next time you create an invoice, the invoice template will automatically fill in all of your relevant business information, items, and client information. The invoice generator will even use predictive text to autofill client information such as phone number, email address, and mailing address as you type the client’s name.
The next time you want to create an invoice, the invoice template will automatically be filled with all of your relevant information. The same applies to your clients and items. We'll fill out your entire client information (phone, email, address) as you start typing the client name.
You can share or download a PDF of your invoice with the click of a button. This saves a lot of time compared to Excel and Word invoice templates, for which you need to complete several steps to export a document as a PDF or be sure that your client can open files of a specific format.
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. Second is that you'll be notified when your client receives and views the invoice. And thirdly if your client hasn't viewed you invoice after a couple days, Invoice Simple will automatically send them a polite reminder.
Instead of working hard, we should work smart! The smart thing is to use the right tool for the job, an invoice generator.
When you use Invoice Simple's invoice generator you save yourself a lot of time and effort. Here are some of the reasons why:
See our guide to invoicing software for small businesses for more detail on all your options.
A: You can easily preview what your invoice will look like by pressing the preview button on the top left. We've also put together a sample invoice for you, so you can see what a fully filled out invoice would look like. For more sample invoices you can checkout our page here
A: Yes. Select the logo box in the top right corner. Then, you can upload your logo or drag and drop it into place. Both JPEG and PNG images are supported.
A: The Invoice Simple invoice generator allows you to email your invoice, download a PDF copy, or send a link to your invoice. If you email your Invoice directly from Invoice Simple, we’ll notify you when your customer views it. This can be useful for following up with them later. If you send a link to your customer, they can download or print the invoice from the link.
A: Never. Regardless of whether you have a registered account or not, your generated invoices are always 100% unbranded.
A: Absolutely. The PDF button at the top of the invoice page lets you instantly download a PDF file of your invoice that you can save for your records or send to your customer.
A: Yes. Our invoice generator should detect your currency automatically. However, if you want to make an invoice in a different currency, you can easily change the selected currency using the Settings panel on the right.
A: Yes. Your invoices are automatically saved to your invoices list. There is also a clients list That automatically saves customer information.
A: We’ve found that what works well is to enter the number of hours worked into the quantity field and your hourly rate into the price field. The invoice generator will then calculate the total amount due.
A: If you'd like your invoice to include taxes on top of your prices, use the Settings panel on the right to enable a tax setting. Then, you can enter a tax rate and label.
A: If your prices already include tax, and you'd like your invoice to show the amount of tax included, then select the “Inclusive?” checkbox when enabling taxes.
A: Looking to find out what an invoice really means? Here's a complete explanation of what an invoice is . If that isn't enough of an explanation, then see what Wikipedia has to say about it. Short version though, an invoice or a bill is a document you give your customer, containing what you did for the customer and what they owe you for that service or product.
A: We use payment processing services, Stripe and PayPal, depending on location. Simply sign up for Invoice Simple via our mobile apps or online, and go to the settings section to integrate payments.
A: Yes, you can easily generate an invoice in 5 languages: