Our PDF invoice template is designed for easy customization and simplicity of use to make invoicing your clients a breeze. With a PDF invoice template, you can easily download, print out, and email invoices to customers rather than sending them an external link.
Templates for invoices software#
The primary benefit of PDF invoice templates is that they don’t have any risk of formatting errors and the recipient doesn’t need any special software or account to access them. Google Sheets has many invoice templates available in their template gallery with formulas already in place so you don’t have to be a spreadsheet expert to use them. Use formulas to calculate quantities and totals, streamlining your invoice-building process. Google Sheets Invoice TemplatesĪs Google’s alternative to Microsoft Excel, Sheets offers many of the same benefits in a free, cloud-based platform. Similar to Word, Google Docs doesn’t have formula capabilities, meaning you’ll need to manually input all the information. To use this template, select File > Make a Copy to save it to your own Google Drive before inputting your information and branding. This clean, simple Google Docs invoice template will work well for any business. If you don’t have Microsoft Office access, Google Docs is an excellent Word alternative. Unfortunately, Excel faces the same issue as Word, making it difficult for recipients to view an invoice if they don’t have the needed software. Excel Invoice Templatesĭue to its nature as a spreadsheet software, Microsoft Excel has invoice templates with formulas incorporated to automatically calculate totals with ease. If the recipient has a different version of Word, formatting may be altered due to compatibility issues as well.
The main drawback of using Word is that you have to actually have Microsoft Office in order to use it, as does the recipient of the invoice to avoid formatting issues. Microsoft Word has customizable invoice templates with pre-built fields and lines that are easy to fill and send. Identify payment options and terms to make it as easy as possible for your customer to fulfill the invoice in a timely manner.Ĭhoosing the right invoice format for you ultimately depends on your preference and business needs, but there are some advantages and disadvantages to each that you should consider! Word Invoice Templates Give a specific date for when payment is expected due so the timeline is clearly communicated to your customer. Create a numbering system that will help you keep your invoices distinct, such as a simple numbering sequence or ordering them by client ID number.ĭetermine timelines for when the invoice is to be sent and when payment is due. Give it a unique invoice number to keep your records organized and make it easy to refer back to when necessary. Total items and add relevant fees such as sales tax or shipping. You’ll also need to include the same information for your client or customer, though make sure you’re using the right point of contact for their company’s billings.Ĭreate an itemized list of all products or services provided, with a clear breakdown of rates, hours worked (if applicable), item subtotals, and brief descriptions of each item. Add your logo and any relevant branding to cohesively integrate invoicing into the customer’s journey with your business.Īdd contact information for your business, including your business’s name, address, phone number, and email address. Have consistent style and branding that you will use for every invoice.
Once you’ve selected an invoicing template, follow these steps to prepare it before sending it to your customer:
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