An invoice template is a layout that you can use to create invoices in programs such as Word or Excel. It’s one way to make invoices.
The invoice template can help you create valid invoices that include everything you need to get paid. However, you have to check whether you’re allowed to use invoice templates in the country you’re operating in.
How to use an invoice template
First, you have to find an invoice template that you like the look of. You can download free invoice templates online. You can also create your own template in Word, Excel, Google Sheets, or Google Docs, but you have to make sure that you include all the necessary information.
You simply open the template in the program you prefer to use, and fill in the fields. The good thing about invoice templates is that you can tweak them according to your needs—whether that’s adding additional fields or a logo, or changing the colours, fonts, or layout.
Then you can export as PDF to send to your clients via email or to print and send in the mail.
What to include on the invoice
There are certain things you have to include on the invoice in order for it to be valid:
- A unique invoice number
- The name and contact information of your business
- The name and contact information of the buyer
- The date the invoice was created
- A good description of what was sold, including unit price and quantity
- The total amount due, including consumption tax, if applicable
- Payment details, like how the client should pay and when they should pay by, also called the due date
- Discounts, if applicable
Invoicing software versus invoice template
Templates can be a good solution if they’re legal to use in your country and if you’re only going to send a couple of invoices.
Invoicing software is designed to make invoicing quicker, easier, and more professional. You can be sure that you’ve included all the necessary information, and your invoices are stored safely online.
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