how do i make a simple sales invoice

Download the free sales invoice template from FreshBooks, edit it to suit the needs of your business and send the completed invoice to your customer to request payment for your products. At the conclusion of the sales process, businesses create invoices to request payment from customers. For most companies, invoices are generated at or immediately following delivery. Some use snail mail, but most invoices nowadays come via email or invoicing software.

The notification is useful for following up with clients to confirm payment. Once your first invoice is complete, you’ll need to learn how to send it to your client. Our invoice generator gives you two what is a sales invoice easy options to send an invoice. In this section, you describe and quantify the products and services you’re billing for. If you deal in services, there’s some leeway in how you create line items.

Step 5: Explain payment terms

This legally binding document acts as a detailed bill requesting payment. It will list the services rendered, the amount owed by the customer, and the different methods of payment accepted. Accounting Start sales invoices are hosted on the web, which means that your customers receive a hyperlink to their invoice if you email it to them. After clicking the hyperlink, they can review the invoice, save it as a PDF, or print it. Optionally, you can select Include PDF attachment if you want to include a PDF of the sales invoice with the email. Before you can create an invoice, if you have not already done so, you need to create contact records for your customers.

To create an invoice with our free invoice generator, follow these instructions and you’ll quickly have a professional invoice to send to your customers. After all, that’s why you’re issuing the sales invoice in the first place. Outline payment methods you accept as well as any late fees you charge for overdue invoices. Recurring invoices are used for regular customers who purchase goods or services at a set interval, often with a membership or subscription. Cellular, software, and Internet providers, for example, generally use a recurring invoice system to bill their customers.


Beyond ensuring a company gets paid in a timely manner, a seller’s invoice provides a number of benefits for a company’s sales operations, planning, and forecasting. There are a few additional benefits to emailing your invoice through Invoice Generator. One is that your invoice will be suitable for mobile and desktop viewing.

  • Your business can better keep track of the sales process and receivables while improving customer relationships by maintaining open communication and concise and accurate documentation.
  • This Portable Document Format lets you send invoices the way they were originally created even after you convert them to PDF.
  • Create a professional first impression and make it easy for your client to see all your company and contact details.
  • A credit invoice (or credit note) is a way to communicate returns to a client due to things like previous payment overages, rebates, accidental charges, or refunds.
  • Your software may only require the customer’s email address, but it’s always best to include the physical address as well for any snail-mail emergencies.
  • While a logo may add a professional touch, it is not necessary for an invoice to be valid.
  • But before jumping into the templates, let’s start with a definition.

You can even enable invoice scheduling or recurring payments to give yourself greater flexibility when it comes to sending invoices. To design and create sales invoices for your business, you can download sales invoice templates and customize them to suit your needs. FreshBooks offers an easy-to-use sales invoice template available in PDF, Google Docs, Google Sheets, Microsoft Word, and Excel formats to streamline the invoicing process. If you’d prefer to use an existing sales invoice design rather than creating your own from scratch, you can download and customize invoice templates online.

Company name and details

Sign up for a Wave account so that everything flows right into your accounting records and your bookkeeping will be done for you. Want professional invoices in Excel which automatically calculate subtotals, totals and tax? Or maybe you’re after a fully customizable professional invoice template for Word, to be certain your client can easily open their bill on any device. Bookipi Invoice has other great features to help your invoices get paid on time. These features include accepting credit card payments by clients direct from invoices and read receipts for your business to track payments. When a sale is made, the two parties involved need an invoice to record the transaction.

  • For some projects, it can be useful to itemize specific tasks that fall under a single project umbrella.
  • At FreshBooks, we’re committed to helping people get paid the right way, every time.
  • You’ll be able to review, check, and make amendments as needed, and change the currency as you wish.
  • Creating invoices this way can work well, especially if you are most familiar with the software.
  • In this section, you describe and quantify the products and services you’re billing for.
  • The difference is, timesheet invoices also document time delegation with clock-in/clock-out fields.
  • If your client is a large company, your point of contact for invoicing might be different than your day-to-day business contact.

These contact details should include an address, phone number, and email address. Create a professional first impression and make it easy for your client to see all your company and contact details. Using sequential invoice numbers also makes it easier to track and reconcile paperwork and payments. For larger companies, accounting or CRM software platforms often come with more complex templates as well as invoice management tools. These allow a salesperson to generate, send, and monitor invoices in one location.

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