#Invoicing online how to#
#Invoicing online pdf#

Make sure to increment the invoice number every time you make a new invoice. Invoice Numbers can be structured in various ways including file numbers (INV0001), unique billing code, or date-based purchase order numbers. Invoice Numbers can help you keep track of multiple invoices. These contact details should include an address, phone number, and email address.Īn Invoice Number is a unique identifier for an invoice.

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.Ĭlearly state the name and contact details of your client. This should include your address, phone number, and email address. When creating an invoice, you should include the legal name and contact details of your business. In the image above we don't have a logo and that's perfectly alright as long as the rest of the invoice is laid out properly. Many companies include their logo on the right hand side of the header. This will save you time when reviewing your records or completing taxes. Headers that clearly state the document is an invoice can be extremely useful when sorting through multiple documents. Some of theses elements are necessary, while others are extra or used only for customization. The notification is useful for following up with clients to confirm payment. If you email your invoice directly from Invoice Simple, you will receive a notification when your customer views the invoice. Then, check in on the status of your sent invoice. The client simply clicks on the link or the attachment to see the invoice.

#Invoicing online pdf#

You can include a link to your invoice in the email or send them a PDF of the invoice as an attachment. Our invoice generator gives you two easy options to send an invoice.įirst, compose an email to your client.

#Invoicing online how to#

Once your first invoice is complete, you’ll need to learn how to send it to your client. Customize your invoice by adding a logo and selecting your brand color.

Write payment instructions and terms in Notes section.

If applicable, enter the tax rate, type of currency, and discount amount.

Add each line item, along with a description, rate, and quantity.

Fill out your client’s details in the For section, including name, email, and address.

Add your company details in the From section, including the name, phone number, and address.

The first time you create an invoice, you'll need to add some information to the blank invoice template.

Below, we’ll dive into how you can customize your invoice to be unique to your business. These step by step instructions will show you how to create an invoice that includes all the standard elements of a professional invoice. How to make an invoice using the invoice generator