Hi, newly-minted entrepreneur! We get a lot of questions from people like you. We were newbies once too, so we totally understand why you’re asking. Here are some invoicing tips to 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 at number one
This is the first of our invoicing tips! All invoices must have a number, and all your invoice must be issued in sequence. Contrary to what many newcomers believe, it’s not embarrassing to issue your first invoice with the 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 start of the year.
If you want a longer invoice number initially, you can start with, for instance, 1001.
Try our free invoicing software! Send invoices easily and quickly with a few clicks.
2. Include a customized message
When you create an invoice in Conta, the first thing you can do is include a customized message for your customer. This will appear on the invoice. If you don’t have enough space, you can add a PDF attachment with more details before you send the invoice.
3. Include a detailed description of the products
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».
4. Check the preview before sending
Before sending the invoice, we recommend that you 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.
5. Be consistent
Send invoices immediately after delivering a product or service. Consistency in your billing cycle encourages timely payments and ensures that your business appears professional to your clients. It’s also less likely that you will forget to send the invoice, thereby ensuring you get paid promptly.
Good luck!