- How To Create An Invoice Template
- How To Create An Invoice & Make More Money Consistently Quickly
- How To Create An Invoice Form
- How To Create An Invoice Number
- How To Create An Invoice In Excel
- Examples Of An Invoice
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.
- You can use an invoice to bill a customer upon completion of a job or at the time of a sale. Choose Business menu Invoices and Estimates Create Invoice.; In the Customer field, enter the name of the person or firm with whom you're dealing, or select the name from the list.
- Canva’s free invoice maker allows you to create professional-looking invoices for your clients within minutes. Keep your branding consistent by adding your own logo, brand colors, and fonts to hundreds of flexible invoice templates in just a few clicks.
If you’re a small business owner, you need to know how to create an invoice. The good news is that it’s pretty easy, especially if you use the right tools to streamline the process.
When it comes to creating an invoice, you have options. If you’re new to invoicing, there are plenty of services that provide basic invoice templates. If you’ve been invoicing for a while and are looking to upgrade your process, there are also invoicing software programs that can make invoicing your customers simple and painless. Square Invoices let’s you create and send professional invoices from your computer and now your phone. Here are five of the most popular ways to create an invoice.
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Send online invoices from anywhere to get paid fast.
1. How to create an invoice in Google Docs
Google Docs provide an easy-to-share option for creating an invoice document. With easily downloadable templates you can quickly generate an invoice, or start from scratch and create your own. To use a Google Docs invoice template:
- Log in to your Google account and go to your Google Drive.
- Click the “+ New” button and scroll down to Google Docs in the drop-down menu. Click the arrow next to it and select “From a template.” This brings you to the templates page.
- Type “invoice” in the search bar on the templates page. A selection of invoice templates should appear in the results. Review the choices and select the best invoice template for your business.
- Fill out the new page with the template you selected. This includes custom entry fields with things like company name, address, phone number, email, logo, payment terms, and official payee name for receiving payments.
2. How to create an invoice with a free invoice generator
How To Create An Invoice Template
If you’re not using any of the above programs or their templates, you can use a free invoice generator. Square and a handful of accounting software services, like QuickBooks, offer professional invoice samples. To use a free invoice template from Square, follow these steps:
On the Square invoice template page, select the color and file format for the invoice you want to create.
Enter your email address in the pop-up and the template will open in a new tab. If you don’t see the template pop up immediately, check your pop-up blocker settings for Square’s website.
Add in the entry fields for your business name, customer name, sent and due dates, the items, and the amounts.
Download your invoice and send it to your customer as an attachment.
3. How to create an invoice in Microsoft Word.
There are a variety of easy, professional-looking templates in Word. Creating invoices this way can work well, especially if you are most familiar with the software. However, it can be also a bit cumbersome. This is especially true when it comes to getting paid. Printing and sending paper invoices via snail mail can have a long turnaround time.
And even if you’re sending a Word file via email, you have to figure out the best method for customers to pay you. Usually this involves using a third-party system (like an online payments app) or having them send along a physical check. But if you still prefer to create invoices in Word, here’s how you do it:
Choose from Word’s invoice template under New in the File menu.
Look for the Invoice icon in the dialog box (usually on the left-hand side), and select the invoice type that best fits your needs.
Set a professional header that contains your business’s contact information: business name, mailing address, phone number, email, and business logo.
Put in the client’s information (usually underneath and on the opposite side from your company’s contact info). And be sure to include the name of the business, mailing address, phone number, and email.
Include the unique invoice number, date the invoice was prepared, and a payment due date.
Indicate the payment method to set clear expectations.
Break down products or services into line item descriptions, along with charges associated with each. Calculate the total, including any applicable sales tax, delivery fees, etc. It’s helpful to put the grand total in bold font so that it clearly stands out. Then, download your invoice.
4. How to create an invoice in Microsoft Excel.
Excel offers a variety of clean, easy-to-use invoice templates, depending on your needs. However, you may run into the same logistical challenges as sending invoices via Word.
Open a new workbook from the File menu and then look for the Invoice icon in the dialog box (usually on the left-hand side).
Choose the invoice type that best fits your needs — from a basic product invoice to invoices for specific types of services.
Fill out the custom entry fields with things like company name, address, phone number, email, logo, customer ID (if applicable), payment terms, and official payee name for receiving payments.
Be sure to include a unique invoice number, a description of products or services, and the client’s information.
5. How to create an invoice online with Square Invoices.
Square Invoices has professional, ready-to-go invoice templates that you can use to stay organized and save time. All the invoices are organized in one place (your Square Dashboard), so it’s easy to keep track of what’s been paid and what’s outstanding. Square’s online invoices are customizable, which means you can do things like apply discounts (without having to do the math on your end) and add a custom tip field (in case customers are inclined to leave you a little bonus). You can even enable invoice scheduling or recurring payments to give yourself greater flexibility when it comes to sending invoices.
Square Invoices has clear pricing — it’s only 2.9 percent plus 30 cents per paid invoice. If your client pays with a credit or debit card stored on file it’s 3.5 percent plus 15 cents. And invoices are easy to send — you can shoot them out directly from your mobile device or your Square Dashboard.
Creating a Square invoice on desktop
How To Create An Invoice & Make More Money Consistently Quickly
Go to Invoices in your online Square Dashboard.
Click Create Invoice.
Select a customer from your Customer Directory, or enter a new name and email address. You can enter up to nine recipients.
Add the invoice details and any applicable discounts.
When your clients receive the invoice in their email, they can pay you securely online. The money is usually transferred in your bank account in one or two business days.
Creating a Square invoice on the invoicing app
- Download the Square Invoices app on your iOS or Android device.
- Create your free Square account or sign in with your existing Square account.
- Tap the ‘+’ sign on the navigation bar and select ‘Invoice’.
- Tap ‘Add Customer’ and either select an existing customer from your Directory or tap ‘Create Customer’ to enter your customer’s name and email address.
- Tap ‘Add Item’ to add an item from your Item Library or add a custom amount.
- Add a custom message, set automatic reminders, or request a deposit if needed.
- Tap Send.
- When your clients receive the invoice in their email, they can pay you securely online. The money is usually transferred in your bank account in one or two business days.
Learn more about the Square Invoices app.
Invoice Home’s collection of over 100 basic invoice template designs will get the job done quickly while impressing your customers with professionalism and style. Our convenient basic invoice templates allow you to create an invoice and send it via email in seconds while being fully customizable for every business. If you need a little more information on your invoice we also offer a detailed advanced invoice template for your business. Check out the features below and create your first invoice today!
Customize for Your Needs
Whether you have 5 sales or 5,000 sales a month, our basic invoice template is fully customizable to suit any and every business. Our simple invoice template is equipped with unlimited character space so you can write as much or as little as you need. The basic invoice template has everything you need for your business and tax information (taxes, terms and conditions, total calculation, automatic invoice numbering) in one easy to use interface. We have over 100 basic invoice designs created by professionals so you can find a style that matches your business while you can even add your own logo to promote your brand. We never add the “Invoice Home” logo to any invoice you create so your basic invoice is truly your own.
Focus on Your Business
Spend less time creating an invoice and more time doing business with our simple invoice generator equipped with over 100 easy to use templates. After you create your first invoice our system automatically saves all of your information so you can create a new invoice in just a couple of clicks! Our basic invoice will automatically transfer your business address and populate your invoice number while you can add saved line items with just one click. Once you finish creating your invoice it’s even easier to send. You can email it directly to your customers, print it right from your computer, or download the document as a PDF right from our interface. With our basic form you can create and send your invoice in just seconds.
How To Create An Invoice Form
Choose Multiple Basic Forms
How To Create An Invoice Number
We don’t just offer a basic invoice template but have a collection of basic templates for every document your business will ever need. Basic quote, basic receipt, basic proforma, basic purchase order: we have them all! With our connected interface you can even switch between basic forms in just one click. Perhaps you work in construction and first create a basic quote or estimate to give to prospective customers. Once you land that job you can turn that estimate into an invoice in seconds and then turn that invoice into a receipt instantly once your customers pays. You won’t even have to change any text or edit any pricing and you’ll be on your way to getting paid.
How To Create An Invoice In Excel
Accept Every Payment
Examples Of An Invoice
We’ve partnered with Stripe and PayPal to make getting paid even easier. Your clients can fulfill their invoice online via their credit/debit card or PayPal account safely, opening up more doors for how you can get paid. Our servers are encrypted and passed strict PCI compliance and we never store card information so your customers can rest easy knowing that their data is secure. Of course, you can always collect physical payment (cash/check) and mark your invoice as “paid” manually. Never lose business (and money) again!