In addition to committing the customer to pay the price upon purchase, this also aims to tell a story about your brand. Here are some few steps on how to create one.
1. Flaunt Your Logo
One of the first things to consider in presenting your invoice is to put your sample logo. The logo tells a story about your business—your location, your services, and your image. Moreso, it tells the world that you are proud of what you do all the way through to the final receipt you deliver. Thus, a logo isn't just a mere depiction of your business, but also a tool for brand promotion and building great business deals with the clients.
2. Specify Your Content
Since the main purpose of a business invoice is to inform the customers that they owe you payment for a product or service rendered, you want to ensure they know all the information. Indicate the specific client's address, location of the service rendered, salesperson, invoice number, the date when the bill was created, payment terms, and prices for the commodities. Most importantly, this should include the total invoice payment or total payment due.
3. Contact Information
An invoice should include your company's and your client's contact information such as name, address, phone number, email address, and a physical mailing address. These are all important for your invoice content. A good trick in saving your customer's contact information is to place a sorting number right beside or before their contact numbers. For example, John is the fifth customer; e.g. "John #25-01234"
4. Invoice Date
It is important to indicate the date you created the invoice. Be sure that you include the payment terms and the due date in the line. Upon filling out the date, it would be better to use the month-day-year format. Aside from being the standard format, it also makes your reader have a quick grasp on the date time details. In addition, make sure the month is spelled out for a more formal and professional presentation.
5. Itemize Your Invoice
Put in your service details such as trucking fee for and the service date. It would also be better to be specific with the description so that your customers are well-explained on the amounts stipulated in the invoice. For instance, if you are catering for a birthday party, you may have it like "hotdogs 10 children." You should also include tax rates in your tax invoice as a basis for the billing rate.
6. Choose a Convenient Software
There are various computer software you can choose to create and print your files such as Google Docs, Google Sheets, MS Excel, MS Word, Numbers, and Apple Pages. Among these file formats, make sure to use the ones you are familiar to and is easier to use. Further, it would be best if you choose the simplest and most familiar ones like MS Word. In addition to being convenient and familiar, it also has a simple and easy-to-use editing pane. Moreso, it's pretty much available in all computer systems.