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How to Create an Invoice

Every business needs invoicing capabilities. Without these tools, you have no way to bill your customers and clients. Whether you run a B2B company or a consumer-facing business, the ability to quickly, easily invoice your customers is absolutely essential. Thankfully, there are quite a few ways to create an invoice that might work for your needs.

How to create an invoice

1. Use a Word Processor

One of the simplest options for creating an invoice is just to make your own with word processing software. Chances are good that your company already has Microsoft Word, but you can also use Google Docs or any other word processing program for this. Some options (including Word) have built-in templates that include customizable invoices. The drawback here is that you’re limited to what you can come up with on your own, or what the software offers in the way of templates. You’ll also have to print them out in the house.

2. Online Templates

A quick online search for free invoice templates will yield an incredible range of results. Many of these offer templates that can be used for your invoicing needs. You can generally customize them with your business name and logo (although you’ll have to add the graphics and text to the template on your computer). Like the previous option we mentioned, you’ll also need to print these out on your in-house printer.

3. Printed Invoices

If you’re looking for a way to save yourself time, hassle and money, it might be wise to work with a company that specializes in business stationery. They can provide invoices in a range of formats, from small books to large loose invoices. In addition, you can choose generic invoices, or you can have them customized to meet your needs with your business’ name, address phone number, logo, and other information prominently displayed at the top of the page.

Tips for Creating Invoices

Now that we’ve covered several options for creating an invoice, you should know a few tips to make the process easier.

First, always ensure that your business information and logo are included on the invoice. This is good for branding and awareness. Second, use invoices that fit your specific needs. If you need large, personalized invoices to include detailed item/product information, you can find those readily available. If you need job invoices, you can buy them by the book (and they can be customizable with your business information). If you need invoices with carbon copies, those are also available.

Next, make sure to include all the information fields you’ll need to use. This includes things like the following:

  • Customer number
  • Invoice number
  • Billing location
  • Shipping/delivery information
  • Quantity
  • Purchase date
  • Invoice date
  • Subtotal
  • Shipping charges
  • Tax
  • Total

With the right invoice, you ensure better record keeping for your business, as well as better service to your clients. Whether you choose to create your own invoice, download a free template, or work with a business stationery expert to get custom invoices, you cannot afford to be without these tools. 


Posted on July 13, 2015