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How Do I Make An Invoice For A Customer?

Author: 
Elie Toubiana
 | 
Date: 
September 7, 2022

Do you know what to include on an invoice? You must include specific information in your invoices; follow the instructions below to get your invoices up and running in no time. If you wish to create invoices online, we recommend a handy tool called Invoice Builder.

Make your invoice look professional.

The primary step is to create your invoice. You may do this yourself with a word processor or Excel.

Depending on the application you're using, there may even be sample templates on your word processor. If feasible, choose professional typefaces and styling that complement your brand and add your logo and colors.

Clearly Mark your invoice.

Make it clear to the customers that they are receiving an invoice. Including the phrase invoice at the beginning of your document may increase the likelihood that you will get paid on time, as it distinguishes your request for payment from other documents your customer may receive. Your invoice must have a specific identifying number.

 

This is for your records since you should have a reference for any invoices you've created to avoid duplicating. You can use a number sequence that progressively grows. You might also use letters before a number to denote a specific client.

Add company name and information.

This includes both your firm's information and the information of the company you're billing:

●     Name, contact information, and address for your firm

●     Your customer's firm name and address, as well as the contact person's name, so that it reaches the appropriate person

If you're a limited business, include your registered office address, company registration number, and your official registered name.

Remember that if you are a limited business and prefer to include the names of your directors on the invoice, you should include the names of all directors.

Write a description of the items or services for which you are pricing

These explanations don't have to be extensive, but they should be informative enough, so your consumers understand what they're paying for. After all, if consumers don't know what they're being charged for, they're more likely to question the invoice, resulting in a payment delay. After you have given each item a detailed description, you should include the quantity and pricing.

Don't forget the dates.

You must provide specific dates on your invoice. They are as follows:

●     the date you delivered your product or service(the supply date)

●     the invoice's creation date

You can include the supply date in the description of your product or service and your contact information, name, and address at the top.

Add up the money owed

You must provide the total amount owing and specific items or services costs. In addition, if you've agreed to a discount with your customer, note it on the invoice and subtract it from the total cost. Include the VAT amount if applicable.

Mention payment terms

You should have agreed on payment terms with the customer ahead of time, but it's also a good idea to put them on the invoice. So, if you anticipate being paid within a specific number of days, include a reminder on the invoice. More importantly, note how your consumer should make the payment.

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