How to create a professional invoice template (with sample invoice templates)
An invoice is a commercial document issued by businesses to indicate a transaction, and request payment for the product or service provided. In today’s business world, there are certain expectations around how we talk about money. An invoice is a powerful communication tool that ensures payment in a timely manner, and also makes a good impression on clients, setting the stage for long-term relationships. This invoice template guide will discuss everything you need to know about invoicing, and why it’s important to get it right.
Accurate billing is extremely important for anyone running a business. It can be the difference between building trust and doing more business with your customer, and leaving them with a bad impression because a small detail was left out, or misrepresented. Business owners who provide detailed, prompt invoices straight to the customer’s inbox come out way ahead in the credibility stakes. Here’s our tips on creating a professional invoice that builds trust with your customers:
Your client wants to know exactly where their money is going, and your invoice is a great vehicle for communicating the nitty gritty details of the job. Be specific rather than general with your line items. Instead of listing “materials” as a single expense, list each one on its own line, such as: paint, nails, plywood, etc. It’s also a good idea to attach receipts to back your claims. Don’t risk having your customer wonder if you’re padding the bill.
Using a digital format is one way to ensure your invoice is professional, and to indicate that you’re likely to use the latest tools, and follow best practices, on the job. Simple mobile apps like Invoice2go will allow you to create and send professional estimates and invoices on site when the project is still fresh in your client’s mind. Invoice2go can even store receipts so you have a real-time way to keep your expenses organized, and ready to show at any time.
Time is money, so it’s vital to keep track of it. It will also help you learn how long it will take to complete similar projects in the future. Accurate time tracking also adds a level of transparency to your billing and helps you get paid what you deserve. Invoice2go’s time tracking feature gives you a simple way to keep track of every minute you work, and add it straight to your invoice for straightforward billing when you’re done.
Invoice2go mobile app
Creating and sending an invoice with Invoice2go is quick and simple – You can do this on your home computer, tablet, or mobile phone. Here’s how:
Step 1 – Tap Create from your home screen, and select ‘Invoice’.
Step 2 – Add a client. Tap ‘Add client“, and select “+” to add a new client, or select from your saved client list.
Step 3 – Add an item. Tap ‘Add items‘ and add a saved Item, Expense or Time entry to your invoice. Or you can create a new item by tapping “+”.
Step 4 – Include any other details you choose: A discount, request for a deposit, payment details, or a personal comment. Attach receipts or photos of the job if you have them.
Save, Preview, and Send your invoice by email, text or the messaging app of your choice.
Now your invoice is on it’s way. You can also use Invoice2go to keep track of payments and your overall business performance.
Why mobile invoicing works better
Send invoices and estimates from your mobile phone, tablet or computer. Invoice on the spot, as soon as you finish the job.
Spend more time on your business, and less on your back office admin. Mobile invoicing saves you an average of 3 hours per week and gets you paid up to 7 days faster.
Lost paperwork means lost time. Keep everything organized in one simple app, and easily see what’s due, and who still owes you money.
Invoice2go is easy to use and helps you look more professional. Get started in minutes, right from your phone, tablet or computer.
WHAT TO INCLUDE ON AN INVOICE
We’ve used a few sample invoice templates to illustrate what to include on an invoice. We’ll also cover best practices so you know how to make your invoice look professional, save time, and get paid faster.
And best of all,
it’s just plain simple.
The #1 reason business owners choose
Invoice2go is that it’s easy to use.
“This app has changed my life! I was having to log on to my laptop every time I wanted to invoice someone. This app is so easy to use and has made invoicing super easy.”