How to Generate an HTML Invoice with FreshBooks

Elise Williams

2024-09-27 19:04:05 • Filed to: Invoice Template • Proven solutions

Businesses all over the world are readily embracing Web technology. This is so as to adapt their operations and capture the online market. You can do the same using an invoice HTML. It creates an invoice that can be shared online and be posted in a website as well. This creates an opportunity for you to develop online efficiency and a loyal online customer base.

# What to Include in an HTML Invoice Template
# Advantages and Disadvantages of an Invoice Template in HTML Format
# How to Create an Invoice Easier with FreshBooks

Free HTML Invoice Template

Free Download and customize it according to the sample text below

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What to Include in an HTML Invoice Template

• The Invoice Number

This is a sequence of characters that is unique to every invoice document. It is normally made up of numbers. However, it can also include some letters and special symbols too.

• The Date of Issuance

The specific date when the invoice was generated and issued to the client is indicated.

• The Vendor

This is the company or individual that provided the goods or services involved in the transaction. Their official, full names are indicated. Their postal address, phone number, email address and if required, registration number are also indicated.

• The Client

This is the individual who received the goods or services that are involved in the transaction. Their official name, postal address, phone number and email address are indicated.

• The Particulars

The goods or services that are involved in the transaction are described in the invoice. Their physical description, components and contents are shown. Other elements such as capacity and units of measurement are also described for clarity's sake.

• Taxes

Any applicable taxes are shown in the invoice. Examples of these are Sales and Value Added Tax (VAT).

• Total Cost

This is the total amount of money that the client should pay the vendor. It is inclusive of taxes.

• The Due Date

The date by when the payment should be made is indicated in the invoice. This is for the sake of transparency and convenience.

Advantages and Disadvantages of HTML Invoice Template

Advantages

• Invoices are compatible with websites

By using an editable invoice HTML, you can create invoices that are easily inserted or presented in websites. Seeing as modern businesses utilize the Internet to reach their clients, utilizing this type of invoice grants them a competitive advantage.

• A professional format is ensured

A HTML invoice template ensures that your document format is correct. This is because the invoice contains all the required sections in a form that is acceptable to the client and is standard in the industry.

• Shareable

Invoices that are created using the html invoice template can be shared effectively. They are already built for the Internet environment. Therefore, they can be electronically shared from vendor to client with the click of a button.

Disadvantages

• Fixed appearance

Most invoice template HTML code leaves little room for aesthetic creativity. It comes with a set structure of panels within which you can enter transaction details. Hence, you cannot delete or extend these sections.

•Complex to handle

Entering data in a HTML invoice template is straightforward. However, posting the document to a website is challenging.

How to Create Invoice Easier with FreshBooks

What is FreshBooks

You can create invoices quite easily by using the FreshBooks software. This is a powerful digital tool for business. It is developed to maximize efficiency in your enterprise. By using FreshBooks, you can create invoices on demand. Furthermore, the software can fully automate business processes. Examples of these are task scheduling, invoice creation and expense reporting. By using FreshBooks, you can easily develop invoices for various transactions. Seeing, as this software is Cloud based, you can access its features and your business data from a dedicated portal at anytime from anywhere in the world. Here is how to create a html invoice using FreshBooks.

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How to Create HTML Invoices with FreshBooks

The FreshBooks software presents you with two main channels through which you can create an invoice. They include:

1. The Dashboard

In this facility, you can create an invoice by simply clicking on the button labeled "Create New". This will bring up a new menu in which you can click on "Invoice". Having done so, a new window containing a customizable invoice will emerge.

2. The "Invoices" Panel

This resource within FreshBooks also enables you to create an invoice quite rapidly. Simply navigate to the option titled "New Invoice" and click on it. This will immediately bring up a new window containing a template that you can use to create this document.

Accept Credit Cards:

This part of the template allows you to determine if your invoice will capture payments made through credit cards.

Customize Invoice Style:

This section of the HTML invoice template free provides you with options that you can use to tailor the overall appearance of your invoice. You can adjust elements such as the font, theme and whether the document will be recurring in nature.

Invoice Transaction Details Sections:

This section of the invoice enables you to enter details about the transaction at hand. You can enter details such as the name of the vendor, that of the client, the goods or services involved as well as the total cost.

If you edit the HTML invoice template and get halfway, you can Save your progress through a dedicated button in the software. Furthermore, you can Send the invoice to the client directly from the FreshBooks software as well.

The best software that you can use to create business invoices today is known as FreshBooks. It provides you with all the resources and facilities that are necessary for this activity. Simply invest in it for your enterprise and reap the benefits!