How To Create An Invoice & Make More Money Consistently



Separate yourself from your competition using one of Invoice Home’s 100 beautifully designed templates. Take advantage of the invoice template features by personalizing your bills with your logo, sending your invoices directly through email and getting paid online using PayPal or by credit card. Check out the different invoicing options and features below and never send out a boring invoice again.

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Click on the Create an Invoice tab, choose an invoice template and fill in the details Make sure you review the invoice for accuracy and completeness before you send it Methods available for paying the invoice: credit card, bank account or PayPal balance. Examples of Invoice Template in Excel. Let’s look at some examples of Invoice Template in Excel and see how to create the Invoice Template in Excel. Example #1 – How to Create Invoice in Excel using a Predefined Template. Step 1: Open Microsoft Excel in your windows system by simply typing “excel” in the search box. A Microsoft Excel. Free Invoice Template Make beautiful invoices with one click! Welcome to the original Invoice Generator, trusted by millions of people. Invoice Generator lets you quickly make invoices with our attractive invoice template straight from your web browser, no sign up necessary. The invoices you make can be sent and paid online or downloaded as a PDF. How to create an invoice in minutes with Invoice2go Start a free trial Tap ‘ Create ‘ from your home screen, and select ‘Invoice’. Tap ‘ Add client ‘, and select ‘+’. Tap ‘ Add items ‘ and add a saved Item, Expense or Time entry to your invoice. Include any other details you choose: A discount.

How To Create An Invoice & Make More Money Consistently

Keeping all of your data on a hard drive puts you at risk for losing important customer information. Luckily with Invoice Home, you can securely save all of your customer’s data, product information and reports in one place. Our software saves and protects your customer data and product information in a cloud based platform that you can access anywhere with wi-fi. This means if your computer malfunctions or you lose your data storage device you will still have all of the data that your business needs to keep running. Your account even stores all your data for you to export as a PDF or excel file. Now you won’t have to go through each invoice one by one to see how much you made, your bestsellers or which customers order the most like when you used other invoicing services or wrote invoices by hand.

Promote Your Brand with a Free Invoice Template

Invoice Home knows how important it is to give your clients a professionally designed bill. With over 100 forms designed by professional graphic designers, you have many options to create an invoice that fits your business. Whether you work in construction or fashion design, love the color red, or want to show your patriotism there is a free invoice template for you. In addition, the uniquely designed templates allow you to upload your own business logo (or choose from a gallery of pre-designed logos which will heighten the awareness and legitimacy of your brand in the eyes of your customer. We never add the “Invoice Home” logo to your invoices so your clients will even think that you paid for your invoices (even though we offer a free plan).

Choose What’s Best for Your Business

Maybe you do things by the book and prefer hard copy invoices? We’ve got you covered as our invoice templates can easily be saved in PDF form, printed and mailed out to your satisfied customers. Prefer to live digitally? Easily email your saved invoice template to your client via email. Once you have your PDF saved you can also upload it to your cloud storage to keep all your records in one place. Because our system is online you can save your bills in your account to be printed or emailed over and over again.

Make Money With Different Payment Methods

These days most customers prefer to pay by card or online out of convenience, however, some buyers like the option to pay by cash or check. Whichever your customer chooses Invoice Home has your back. First step, of course, is to create your free invoice on our site and send it to your customer by email or traditional mail. For clients who prefer to pay by cash or check, simply create terms on your invoice template for when you need physical payment by. For clients who choose to pay by card or over the web, we’ve provide many payment options. Our system supports PayPal and Stripe making it a breeze for your customers to pay through credit/debit card or through their bank. Better yet, our online system stores payment records. If a customer says that they’ve paid via online but there is no record of it, then you have evidence that the invoice still needs to be fulfilled. If you don’t remember a customer paying but there is record of payment, then the bill was honored. It’s a win-win for all.

Keep Your Invoices With You Wherever You Go

How To Create An Invoice & Make More Money Consistently Quickly

Whether you’re on vacation, with your customer or on the job you can access your invoices via our convenient mobile app. Unlike invoice template excel programs and even invoice template google docs you don’t need to carry around a bulky laptop or sit at a desktop to take care of billing. If you’re with your customer and they add a service you can whip out your phone and make the necessary changes to your invoice right then and there. The invoices you create on your mobile phone are automatically synced to your Invoice Home account keeping all of your documents in one secure place. Never lose business again to computer problems, bad wifi or slow response times.

Whether you’ve sent out many invoices before, or you’re working on writing your first, it’s important to know how to write an invoice properly. There are many different sections in writing an invoice and missing one may leave you looking unprofessional.Please keep in mind that we’ve used Invoice Simple as our guide for how to invoice, but the steps should stay pretty consistent no matter what invoice software you use.

How To Create An Invoice For Free

If you first need clarification on what an invoice is, then read this. If you prefer to work on a template file rather than our online invoice generator then pay a visit to our free templates page.

While writing an invoice is a good sign for your business, it can certainly begin to feel a bit tedious. After awhile, you might find yourself feeling as though you’re spending more time filling out invoices than you are actually doing the work you’re getting paid for.

This is why it’s so important to have a super simple invoicing software like Invoice Simple –– which allows you to spend less time being an accountant and more time doing the work you love to do. Here’s how to write an invoice the simplest way possible — using online invoicing software.

How to write an invoice

These are the five steps to writing an invoice effectively and professionally.

How To Create An Invoice & Make More Money Consistently Received

1. Personalize and make your invoice professional

To begin, choose a color that best represents your brand and upload your brand’s logo. This will give your invoice a professional and personalized feel. Lastly, you might want to modify what’s in the ‘invoice’ box. If you call your invoices something else (e.g: bill, pro forma, receipt), otherwise leave it as is.

2. Fill-out the appropriate contact information on your invoice

This step is fairly straightforward but one that is often overlooked when writing an invoice. Include the contact information of who the invoice is going too, as well as who it is coming from. This includes the name, email, address and phone. If you have a business number, include it too. This is yet another way to help you write invoices that look and feel professional.

3. Select a due date on your invoice

Invoice Simple prides itself in making the invoicing process easy for you. So, in this section, all you have to do is click the box next to “Due”. Then select the date you would like the invoice paid. From there the terms will automatically fill in. In addition, both the invoice “Number” and “Date” take care of themselves as well.

If you’ve sent out invoices before (for example using one of our invoice templates) then adjust the invoice number here to match your current sequence.

What is an invoice number?

An invoice number is a simple way to keep track of your invoices — and for your clients to keep track of you. By assigning a unique number to each invoice you send, you make it easier on yourself to track payment status. By keeping the number sequential, you make it easier for clients to see how and when they need to pay.

4. Fill in the projects/ tasks you are invoicing the client for

How to create an invoice in word

While we are almost done showing you how to write an invoice, be sure to pay extra attention to this section because it’s arguably the most important. Clients like to know exactly what you’re billing them for… so more detail here is better than less. Give a crisp clear description of the service or task. For example: “Social Media Marketing Management for July”. From there, type out a 1-3 sentence description reminding the client what your work entailed.

Then fill in the price and the quantity –– the quantity will vary depending on whether you are charging hourly or by project. You’ll also want to check or uncheck the box under “tax”, depending on whether or not you’re including taxes.

And, finally, you can fill in some additional comments at the bottom for more detail –– this a great place to say thank you to your client for the opportunity to work with them.

5. Add payment information

To make payment seamless, add in the payment details within the invoice (including payment terms and methods).

If you decide to add taxes or discounts to the services, you can do so in this section. Though, this is of course optional.

How To Create An Invoice & Make More Money Consistently Selling

From here, choose to share the invoice. You can share the URL, download it as a PDF, print it or simply email it to your client.

Do you have anymore questions about how to write an invoice or how to invoice clients? If so, please feel free to send us an email at [email protected]. If not, start creating your invoice here.

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How To Create An Invoice In Excel

What to include on an invoice

Invoice Template

In addition to following the five steps outlined above, you’ll need to be sure your including the most important information on your invoice. Most of these items are covered in the five steps to writing an invoice: payment terms, invoice number and so on.

How To Create An Invoice Template

But you may also want a more definitive list of things to include on an invoice. Double check that you’re including each of these items on every invoice you send:

  • The word ‘invoice’ — so that it stands out from quotes or estimates.
  • A unique invoice number
  • Your complete information — name, address and phone number
  • Customer’s complete information — name, address and phone number
  • Invoice date
  • List of products or services provided — including cost
  • Total invoiced amount
  • Taxes
  • Payment terms and info
  • Payment instructions