Terms and Conditions: Include invoice payment terms in your terms and conditions (or notes) section, and remember to mention your terms for late or early payments.Whether you add a note to your invoice template that says “Thank you for your business” or “Hope to see you again,” leaving a blank section for a note can help you make a lasting impression. Notes: Many small businesses who have been in business for a long time rely on client loyalty, and adding personal touches can go a long way.If you put your customer list into Excel 2003 or Excel 2007 to track payments, consider upgrading to a simple, online invoicing solution like PayPal Invoicing. Billing rate: Depending on the service you provide, you may be billing hourly, per item, or even just a flat fee – look for a tool that gives you flexibility to bill whichever way your business needs.
#SIMPLE INVOICE TEMPLATE FOR MAC FULL#
And, if you offered a free initial consultation, as many service professionals do, include that as a line item for full transparency. If there was a purchase order for the job, consider including that with your service invoice. Make sure to itemize things like taxes or the unit price. For example, if you’re a marketing consultant, you may want to say something like “Initial consultation with the digital marketing team on social media strategy.” Being clear and descriptive lets your clients know what the bill is for, and that can save you time in follow-up questions. Service Date: Including a service date on your template is optional, but if you decide to note it, this would be the date you performed the service.Service details: Be as clear as possible when describing the service you’re providing.These are a few things you should consider including on your invoice template: And if you’re sending internationally, we’ll automatically display the invoice date in the proper format for your customer. Tip: With PayPal Invoicing, we’ll automatically help you calculate the due date. And, use this date format to solve for international differences: Month (spelled out), date, year. Make sure your invoice date, payment terms, and due date line up: if your payment terms are 30 days, then the due date should be exactly 30 days from your invoice date. Invoice date: This should be the day you sent the bill, not the day you created it. So, when Jane Doe (customer number 25) hires you for another project – the fifth one this year – you could list that on the service invoice as #25-0005.Ĥ. (You don’t want your clients, or your team, to refer to invoice #492485720934.) You can work around this by breaking your invoice number into multiple parts, like using a unique client number with a variable project number. But, that may not be intuitive and can quickly become a mouthful. If you're using a Microsoft Excel sheet as a ledger, you may find that the simplest is chronological – use the next number in the numerical series. Invoice #: There are multiple ways to assign invoice numbers. A physical mailing address is a nice to have.ģ. Your client's information: Make sure to include the company name and at least an email address and a phone number. Your contact information: Include your company’s name, phone number, email address, and company website.Ģ. At a minimum, your template should include basic information about your business as well as the details of the service you’re providing to your client.ġ. To customize your service invoice, upload your company logo and enter your details. How to create and customize your invoice template. Please n ote the downloadable Word invoice template doesn’t include PayPal Invoicing built-in features and may not be formatted correctly if you export your template to Excel. If you decide to save your free invoice template as a PDF, you may find it easier to add your information to the template in Word and then save as a PDF. Then customize your invoice template following the instructions below. Start by downloading a sample service invoice template in Word, or by using our free invoice template tool.
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