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Hi, you who are a newly-minted entrepreneur! We get a lot of questions from people like you. We were all newbies once too, so we completely understand why you’re asking. Here are some invoicing tips to help prevent you from getting off on the wrong foot.
Did you know that you can easily create invoices for free with Conta?
Create invoices for free1. Start with number one
First invoicing tips! Contrary to what many newcomers believe, it’s not embarrassing to issue invoice number 1. There’s only one way to go from here: Upward.
Avoid messing up the invoice number by prefixing it with the year, such as 20150001. The invoice number doesn’t reset to zero at the year’s change.
If you want a longer invoice number initially, you can start with, for instance, 10001.
Try our invoicing program for free! Send invoices easily, quickly, and completely on your own.
2. Include a customized message
You have a nice field specifically for messages at the first step when creating an invoice in Conta. If you don’t have enough space, you can add a PDF attachment with more details, which is supported in Conta on step 3, where you send the invoice.
3. Check preview before sending
Before sending the invoice, we recommend to preview it to ensure that it includes all details. This step helps verify the accuracy of the invoice before sending it. You can also download the preview as a PDF-file, allowing you to save a copy on your computer for future references.
4. Describe the products well
Provide a detailed breakdown of all charges on the invoice. Itemizing services or products helps the client understand exactly what they are paying for, which can reduce disputes and questions that might delay payment. You do this in step 2, and you can easily add more products to the invoice by clicking «+ Add».
5. Be consistent
Send invoices immediately after delivering a product or service. Consistency in your billing cycle encourages timely payments and sets professional expectations with your clients. It is also less likely that you will forget to send the invoice, thereby ensuring you get paid for the customer’s purchase.
Good luck!
