app.invoicesimple.comFree Invoice Generator | Invoice Simple

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Agree and continue Invoice Simple Invoices Estimates Expenses Clients Items Reports Settings Login | Sign Up Invoices Estimates Expenses Clients Items Reports Settings Login Sign up Preview Record payment PDF Email Invoice + Logo Saving logo Add your logo From Name Email Address Phone Business Number Show additional business details Bill To Name Email Address Phone Mobile Fax Number Date DESCRIPTION RATE QTY AMOUNT $0.00 Subtotal $0.00 Total $0.00 Balance Due $0.00 Notes Signature Photos Add Photo Reviews Request reviews Grow your business by collecting rating and reviews. color Tax Discount Currency Preview Record payment PDF Email Invoice Invoice + Logo Saving logo Add your logo From Additional Business Details Bill To Address Phone x $0.00 Delete Item Subtotal $0.00 Total $0.00 Balance Due $0.00 Number Date Notes Signature Photos Add Photo Record payment Reviews Request reviews Grow your business by collecting rating and reviews. color Tax Discount Currency Invoice Generator How to make an invoice How to send an invoice What to put on invoice Invoice generator alternatives Why use an invoice generator Invoice generator FAQ How to make an invoice using the invoice generator These step by step instructions will show you how to create an invoice that includes all the standard elements of a professional invoice. Below, we’ll dive into how you can customize your invoice to be unique to your business. The first time you create an invoice, you’ll need to add some information to the blank invoice template. Add your company details in the From section , including the name, phone number, and address Fill out your client’s details in the For section, including name, email, and address Add each line item, along with a description, rate, and quantity If applicable, enter the tax rate, type of currency, and discount amount Write payment instructions and terms in Notes section Customize your invoice by adding a logo and selecting your brand color How to send an invoice Once your first invoice is complete, you’ll need to learn how to send it to your client. Our invoice generator gives you two easy options to send an invoice. First, compose an email to your client. You can include a link to your invoice in the email or send them a PDF of the invoice as an attachment. The client simply clicks on the link or the attachment to see the invoice. Then, check in on the status of your sent invoice. If you email your invoice directly from Invoice Simple, you will receive a notification when your customer views the invoice. The notification is useful for following up with clients to confirm payment. Essential elements of an invoice There are 9 main elements of an invoice. Some of these elements are necessary, while others are extra or used only for customization. Header Headers should clearly state the purpose of a document. Our software allows you to generate estimates, invoices, and receipts. Including a header allows you and the client to tell them apart quickly. This will save you time when reviewing your records or completing taxes. Note the image marked Company Logo” to the right of the header. Here, you can add in your own logo for more professional estimates, invoices, and receipts. If your business does not have a logo, you can leave this section blank as long as the rest of the invoice is laid out properly. Company name and details When creating an invoice, you should include the legal name and contact details of your business. This should include your address, phone number, and email address. Usually, company information is written near the top of the invoice to create a clear differentiation between the company providing the goods or services and the company receiving them. Name and Details of Client Clearly state the name and contact details of your client. These contact details should include an address, phone number, and email address. Invoice Number Each invoice has a unique identifier called an invoice number. Invoice numbers can help keep track of multiple invoices. Invoice numbers can be formatted in various ways. These formats can include file numbers (INV0001), unique billing codes, or date-based purchase order numbers. If you use Invoice Simple invoicing software to automatically manage your invoice number, the software will create a unique invoice number for each document. If you wish to use your own custom format for your invoice number, you can update each invoice number yourself each time you use the invoice generator. Date It’s important to include the date that each invoice is issued. This can clear up confusion when the same customer receives multiple invoices. Because payment is usually due a specified number of days after receipt of the invoice, including the date is an important part of showing when payment is due. Description of Goods or Services Rendered In box six, you should include separate line items for each good or service you are providing. Each row should include the following: Name of the goods or service provided. Unit price or hourly rate. Quantity or number of hours worked. Itemized fees Next, add any tax, shipping and handling, or extra fees that apply to the goods or services provided. We recommend listing these taxes and fees as separate line items, as some companies use different internal budgets to cover these fees. Balance Due The invoice generator will calculate the total balance due from the line items you entered in boxes six and seven. Terms, Conditions and Payment Instructions The terms and conditions of payment on an invoice is the part most frequently overlooked. The standard payment terms can vary by industry, your company’s policy, or previous history with the customer. It’s important to clearly state the consequences of either party breaking this agreement. These penalties can include late fees or additional charges. You can also add your preferred payment method here, whether it’s cheque, cash, bank transfer, PayPal, or credit card. Then, add in the payment instructions. For example, write your account number and bank name if clients are supposed to pay via a direct transfer. Alternatives to Using an Invoice Generator You may initially start out using a simple excel or word invoice template , but when you get to making your second or third invoice you’ll realize that you’re wasting a lot of your time on repetitive tasks. For example: You need to duplicate and rename your original file every time you want to make a new Invoice. You end up copying or re-typing client and item details despite sending the same client an invoice in the past. It’s a hassle to organize and find old Invoices. If you want to know how much you’ve invoiced over a certain period you’ll have to open up every single file and manually add up the totals. Each extra minute you spend doing this administrative work is time and money lost. Benefits of Using an Invoice Generator Saving you from retyping information The first time you use the Invoice Simple invoice generator, you’ll see a blank invoice template. The next time you create an invoice, the invoice template will automatically fill in all of your relevant business information, items, and client information. The invoice generator will even use predictive text to autofill client information such as phone number, email address, and mailing address as you type the client’s name. The next time you want to create an invoice, the invoice template will automatically be filled with all of your relevant information. The same applies to your clients and items. We’ll fill out your entire client information (phone, email, address) as you start typing the client name. Get Shareable and Printable Online Invoice In One Go You can share or download a PDF of your invoice with the click of a button. This saves a lot of time compared to...