This article provides an easy to use invoice template that you can modify to suit your particular needs. Although you may think that you know all the basic information that you need to include in your invoice, there are always things you need to learn about a particular service or item that will help you make the right decisions about what to include and how to include it.
That being said, this quick refresher course on invoicing will help you become a more proficient invoice writer. Although it is by no means a prerequisite to be an excellent or even successful invoice writer, it will certainly give you some insight into what to avoid to be a better and more professional invoice writer. Here are a few tips that will help you make your invoice as professional as possible.
Use a Subject Line When you are writing an invoice, you have the opportunity to include any information that will make your customers or clients feel comfortable about your business. One such subject line is the name of the invoice. You can use the first name or last name of the person you are trying to send the invoice to, or you can choose one of many other choices. Always remember to make it as simple as possible while still conveying the important information your customer or client needs to know.
Use a Visitor Check Box If you use a website, or if you want to include an online form on your invoice template, then you will want to include a “visitor checkbox”. A visitor checkbox enables you to include information about yourself and your business while at the same time letting the recipient know that they can easily contact you for additional information should they be in a pinch.
Include a Shipping Address For your invoice template, ensure that you include the street address as well as the zip code. Using a zip code will allow you to calculate shipping charges based on the customer’s current address. Make sure that you send your invoices through the fastest means possible to the recipient so that they receive their payment as quickly as possible.
Include a Non-Disclosure Agreement If you use a website, or if you want to include an online form on your invoice template, then you will want to include a “non-disclosure agreement”. A non-disclosure agreement contains the terms under which you can legally collect the money from your customer for your services or products. There are many different types of non-disclosure agreements, but the simplest ones are simply an agreement between you and your customer that you both agree to the terms of your contract.
Use an Alternate Billing Address The best way to avoid paying too much money on an invoice is to use an alternate billing address. This will let you avoid paying money to the service provider in addition to the amount due to you. You might be wondering why you would want to do this, but the truth is that many service providers charge additional fees when you send payments to them instead of using the billing address specified in your invoice.
Using a website, or if you choose to use an online invoice template, will help you get started with creating a simple and easy invoice template. Although this type of template can make your life easier, it can also save you time and money in the long run.