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.
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 theses elements are necessary, while others are extra or used only for customization.
Headers should clearly state the purpose of a document. Our software allows you to generate estimates, invoices, and receipts. Including a header allows you and the client to tell them apart quickly. This will save you time when reviewing your records or completing taxes.
Note the image marked “Company Logo” to the right of the header. Here, you can add in your own logo for more professional estimates, invoices, and receipts. If your business does not have a logo, you can leave this section blank as long as the rest of the invoice is laid out properly.
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.
Clearly state the name and contact details of your client. These contact details should include an address, phone number, and email address.
Each invoice has a unique identifier called an invoice number. Invoice numbers can help keep track of multiple invoices. Invoice numbers can be formatted in various ways. These formats can include file numbers (INV0001), unique billing codes, or date-based purchase order numbers.
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.
It’s important to include the date that each invoice is issued. This can clear up confusion when the same customer receives multiple invoices. 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.
In box six, you should include separate line items for each good or service you are providing. Each row should include the following:
Next, add any tax, shipping and handling, or extra fees that apply to the goods or services provided. We recommend listing these taxes and fees as separate line items, as some companies use different internal budgets to cover these fees.
The invoice generator will calculate the total balance due from the line items you entered in boxes six and seven.
The terms and conditions of payment on an invoice is the part most frequently overlooked. The standard payment terms can vary by industry, your company’s policy, or previous history with the customer.
It’s important to clearly state the consequences of either party breaking this agreement. These penalties can include late fees or additional charges.
You can also add your preferred payment method here, whether it’s cheque, cash, bank transfer, PayPal, or credit card. Then, add in the payment instructions. For example, write your account number and bank name if clients are supposed to pay via a direct transfer.
You may start out using a simple invoice template on Microsoft Excel or Word, but once you’ve made a few invoices you'll realize that you're wasting a lot of 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 other benefits to sending invoices through the Invoice Simple invoice generator, too.
Instead of working hard, we should work smart! The smart thing is to use the right tool for the job: an invoice generator.
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 clicking on “preview” at the top left of the page. We've also put together a sample invoice for you, so you can see what a finished invoice would look like. Find more sample invoices 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 is? 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. Essentially, an invoice is a document that details what you did for a 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: