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. 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. 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. Recurring business invoices contain the same products and prices – it's sent to the same client every month or in the repeating period of time – for example, every 2 weeks.How to make an invoice using the invoice generator Among specific information, you can find the reason for crossing the border, country of origin, the Harmonized System Codes, and more. However, they are used for a specific purpose – transporting goods internationally and clearing customs. With proforma invoices, payment is not required, it's just some kind of an invoice draft that serves as a starting point for negotiation with a customer or an approval of business terms.Ĭommercial invoices are quite similar to a standard business invoice. This invoice type is similar to an estimation or a quote. Standard invoices contain the basic information needed to record and pay an invoice such as seller and customer details, goods or services delivered, invoice number, the date when the invoice is issued.

There only several invoice types that most businesses would use to send to their customers:

Invoice format word doc