![]() Using Word for your template allows you to make space for longer descriptions, if necessary. For example, if you're a dog walker, you may want to say something like “Walked Jack the beagle from 2pm-2:30pm on May 5.” Being clear and descriptive lets your customers know what you're billing them for, and that can save you time in follow-up questions. Service date: Including a service date 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 product or service you’re providing.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 on your Word template 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 the day you sent the bill. Invoice date: This should be the day you send out the invoice, not the day you created it.So, when Jane Doe (customer number 25) makes another purchase or hires you for another job – the fifth one this year – you could list that as #25-0005. (You don’t want your customers, 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 customer number with a variable project number. But, that may not be intuitive and can quickly become a mouthful. 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. Your client's information: Make sure to include at least an email address and a phone number.Your contact information: Include your company’s name, phone number, email address, and company website.Your business or freelance invoice template should generally include the following: ![]() Make sure to break down the total amount due by stating the subtotal as well as any taxes or fees. ![]() You also want to be as transparent as possible when sending a bill, making sure to specify not only your rates but also the terms for payments. Supplying as much information on your Word invoice template helps avoid any potential delays in getting paid. If you want to add a “wow” factor to your business documents, impress your customers, and close more deals, take the Storydoc presentation maker for a spin.What to include in your Word invoice template? All of them with the main purpose of… getting you to the position where you issue an invoice. Invoices are just one example of dozens of business documents you create day in and day out: sales presentations, pitch decks, proposals. Some are 100% free, some come with a minor fee, all look 10x better than what you’d create yourself in Word or Excel.īefore we get into the list, though, here’s a thought. That’s why you’re here.īelow, you’ll see a carefully-handpicked selection of the finest business invoice templates available online. Still-if you’re one of those who pay extra attention to detail, you’ll want your invoice to be sharp, neat, and elegant. Invoicing is simple and if you don’t mess it up badly, no disaster can happen. On the other hand, a sloppy invoice can leave a bad impression and make that client less likely to work with you in the future. There’s no need to fight for anything, no need to worry about closing. On the one hand, sending an invoice is the final stage of a deal you already made.
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