root. Invoice Templates. January 26th , 2021.
This new billing invoice template provides a very simple and professional way to bill your clients. We designed it specifically for freelancers, accountants, consultants, and other small businesses that are looking for something easy to use with a design that is easy to customize.
This template is the first in a line of new invoice and billing-related templates that will all use a similar style. This will allow you to create invoices, quotes, estimates, receipts, and account statements all with the same professional look.
A Few Invoicing Tips
If this is your first invoice, start with an invoice number of 1042. You probably don't want your client to know that this is the first time you have ever billed anybody.
Mail it or send a PDF: When sending an invoice to a client, either print and mail a paper copy, or send a PDF. It is not as professional to send an invoice in an editable format like an Excel or Word document. It is extremely easy with Excel 2010 or later to create a PDF - Just go to File > Save As and choose PDF.
Terms vs. Date Due: Including the phrase "Net 30 Days" in the TERMS field means that the invoice is due 30 days after the goods are received or the services have been performed. If you think your client may not understand that, you could change the label to DUE DATE and enter a date.
Creating a Receipt: If you need to give a client a receipt after they pay the invoice amount, you can just change the label at the top in cell H1 from "INVOICE" to "RECEIPT" and add a note below the Total saying something like "Paid in full."
We've automated this for you. In this template, all you need to do is select "RECEIPT" from the drop down box in cell H1 and a note will appear below the total that says "Paid in full. Thank you!"
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