How to Write an Invoice: Step by Step Guide

Consult with your local tax department to determine which tax rate you’ll need to apply to your invoice. Invoice by Wave, our full featured invoicing software, is also completely free and unlimited. Microsoft has several generic invoice templates you can load into Excel and Word.

Service Invoice Template

Microsoft Word offers easy-to-use, professional-looking invoice templates to help you build your first invoice. If you’re familiar with their software, this can be a good starting place for business owners who are new to creating invoices. It’s not as streamlined and automated as a cloud-based invoicing solution, but it’s a good first step.

How to Create an Invoice In Excel – Full Guide with Examples

Stripe Invoicing is a global invoicing software platform built to save you time and get you paid faster. Create an invoice and send it to your customers in minutes—no code required. Our advanced features and Invoicing API make it easy to automate accounts receivable, collect payments, and reconcile transactions. Then, do the same with your client’s contact information, listing the billing contact name, address, phone number and email address. To make sure that you have the most up-to-date client information, you can check beforehand to see to whom you should address the invoice. In some cases, the company name won’t be enough, and you’ll have to address it to a specific customer name to ensure it goes to the right person.

The Free Invoice Generator Upgrades Your Security

To mark a specific invoice type as past due, you can combine this with any of our other templates by copying the notice text and pasting it into another template doc. But for those who are on the fruitful end of the billing table, an invoice is how you get paid for your products or work. Customers can even use Apple Pay, Google Pay, ACH bank transfers or Cash App Pay to settle invoices right from their phone. Send invoices over email, text message, or with a shareable link from your phone or computer. Let your customers pay by card, ACH bank transfer, Google Pay, Apple Pay, Cash App Pay, and Afterpay.

• If you’d rather use a premade template to help you create professional invoices, you can download one online.
• You can include a link to your invoice in the email or send them a PDF of the invoice as an attachment.
• Microsoft Word offers easy-to-use, professional-looking invoice templates to help you build your first invoice.
• An invoice is a notice you send to customers or clients to notify them that payment is due for services you have performed.
• You can also streamline related revenue and reconciliation workflows with our revenue and finance automation tools.
• Just above it, include an invoice number and date for easy reference.
• Provide customers with a detailed list of the items, services, or quantities delivered.

By keeping the number sequential, you make it easier for clients to see how and when they need to pay. 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 is yet another way to help you write invoices that look and feel professional.

• Online invoicing software helps you create professional invoices both in the office and on the go, and can significantly reduce the threat of human errors.
• To open a blank workbook on Excel, press on File and then New Workbook.
• Every invoice you send should include a unique invoice number to help you easily keep track of the different invoices you send.
• Creating an invoice in Excel from a template is a pretty simple and straightforward process.
• Using an invoice template can save you valuable time and effort.
• Excel also comes with a gallery of customizable invoice templates you can use to generate different types of invoices for your small business accounting.

Timesheet invoice template

However, some invoicing services are too expensive or cumbersome for regular use. Every invoice you send will need to have a unique invoice number assigned to it. Invoice numbers make it easier to track your invoices for bookkeeping purposes. They’re also helpful when you need to discuss a specific invoice with a client. The simplest method of assigning invoice numbers is to just number them sequentially.

Here’s how to write an invoice the simplest way possible — using online invoicing software. 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. Collect invoices via secure and reliable ACH Direct Debit payments. Get paid faster and minimize transaction failures by enabling customers to instantly link their bank accounts through Stripe Financial Connections.

We’ll email you 1-3 times per week—and never share your information. Put any fees and discounts into these fields, such as a late fee or early payment discount. For any restaurant, bakery, or venue how to make an invoice with catering or customized orders. For any office, studio, or practice with in-person and remote billing needs. Provide a proof of transaction after a payment with Checkout or Payment Links.

Start making invoices now!