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Best Way to Choose a Suitable Invoice Format

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2021-08-23 21:34:24 • Filed to: Invoice • Proven solutions

Choosing the right invoice format for your business is quite important since it ensures that you present the invoice format template as it should be. User needs for choosing an invoice format include the nature of the sold goods such as the sizes or quantity, the cash expected including tax information and the need to use stock photos to ensure that your clients are well informed on the goods that require payment.

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A List of Invoice Format

While, creating an invoice, you can use different invoice format depending on the items you need paid by your clientele. The various types of formats include Word, PDF, Excel and Google Docs, which have advantages including these below:

PDF

  • Invoice in PDF format is great at keeping data confidential since you can use a password to restrict unauthorized access.
  • It is easy to use as you input information.
  • You can authenticate the approved invoices through digital certificates and stamps.

Word

  • Using Word as your invoice format template is advantageous since it is approachable.
  • Additionally, it is easy to manage since it is not a complex program.
  • It entails little knowledge and further requires very little computer experience ton operate.

Excel

  • Excel has automatic calculation facilities, making it possible to create your invoices that have accurate total amounts.
  • It works well with complex functions, spreadsheets and algorithms and hence can serve you well just in case your invoice has any complexities.

Google Docs

  • Using Google Docs as the invoice format is like having an online invoice format that you can easily access very fast since it is simply a click away.
  • Your clients can access their respective invoices online especially if they have ample internet connection and a link provided by you, thus Google Docs saves you time used to send invoices via mail.
  • Google Docs is compatible with the majority of the presentation software, and hence you can be sure that your clientele will receive their respective invoices, since the format is reliable.

Invoice Format Tips for Beginners

As a beginner, ensuring that you use a standard invoice format may still pose a challenge. However, the following tips may assist in ensuring that you provide a good simple invoice format with all the necessary information. Having a look at a sample invoice format can help ass well. It should have the following things:

  • Your details- information about your organization such as name and contact details.
  • Client’s details- information like clientele email or physical address.
  • Invoice date and number.
  • Goods or service description
  • The amount of money expected
  • Customer reference
  • How to make the payments.


How to Create Invoice Easier with FreshBooks

What is FreshBooks

FreshBooks is the best means to create a good invoice that will ensure that you receive the amount of money that you deserve. This invoice software ensures that the process of billing and invoicing for large of small organization is fast and with minimal difficulties. FreshBooks allows you to customize your invoice during the creation process including putting the organization details like logo. This software can be incorporated by agencies, firms and self-employed business people.

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invoice format template

How to Create Invoices with FreshBooks

The following steps should ensure that you create a proper invoice.

1. The Dashboard

This is the main control panel within FreshBooks. It contains a collection of buttons and tools that are ideal for creating documents such as invoices. To use it, simply tap on the button labeled "Create New". In the ensuing menu, tap on "Invoice". This will immediately bring up a new window titled "New Invoice" that contains a template which you can use to generate this business document.

create new invoice

2. The "Invoices" Panel

Another resource that you can use to create this invoice is the Invoices Panel. In this panel, you can simply tap on a button labeled "New Invoice" on your right side, which requires filling of the following information:

invoice settings
  • Company data like name, address and contact
  • To be more professional, add your logo
  • Choose your client
  • Date of issue
  • Number of invoice
  • Notes- like a invoice summary
  • Reference field which entails about twenty-five characters regarding any additional data.
  • Terms- you may insert your preferred payment terms.

While customizing, it is possible to use different theme colors and probably classic and modern font.

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Elise Williams

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