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How to Send an Invoice and Request Payment

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2021-08-23 21:37:33 • Filed to: Invoice • Proven solutions

Sending an invoice is one of the most important activities that you should perform when running your business. This document presents a report of the products that were delivered or the services that were rendered. It acts as a formal request for payment. Furthermore, when you send invoice, it informs the client that the assigned task is complete. Hence, sending this document upon completion of every professional task is necessary.

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How to Send an Invoice via Email

The process of how to send an invoice via email is quite easy to perform. You can begin by launching an email platform. In the recipient dialog box, enter the official email address of your client. Having done so, enter the title of your invoice in the email subject dialog box. After doing so, insert the details of your invoice in the text box that is right underneath. Make sure to include all the important elements of an invoice. After completion, simply click on the Send button. This will deliver your email invoice to the client. You can view the invoices sent in the Sent Folder.


What to Include in an Invoice to be Sent

An invoice that is due to be sent contains a collection of important, strategic sections. They are:

• The Title

Every invoice needs to have a fitting, official and formal title.

• The Invoice Number

This is an identifying element for every invoice. It is often made up of numbers but letters can be featured too.

• The Date of Issuance

The date when the invoice was created is an important element of this document.

• The Vendor

This is the seller of the goods or services which are involved in the transaction. This element can be an individual or a company. Their name, postal address, contact number, email address are included. If applicable, their registration number is also included.

• The Client

Sometimes referred to as a consignee, this is the individual or company that receives the goods or services in the sent invoice. Their name, postal address, phone number, email address and if applicable, registration number are all included. In some cases, they are responsible for the taxes or duties in the transaction.

• The Full Description of Goods or Services

This is a description of the goods or services which are indicated in the transaction. Factors such as the components of the goods and length of service are included. Depending on the nature of the products, their broken down values and units of measurement are indicated too.

• The Currency

The specific type of legal tender that is to be used in the transaction is indicated. This element is usually quite important in international transactions. It is also of prime important where the vendor and client are from different countries.

• Grand Total

This is the total amount of money that the client should pay for the goods or services rendered. This amount is inclusive of tax.

• Taxes Involved

The goods or services involved in the transaction may attract some taxes or duties. Examples of these are Sales tax and VAT. They are indicated as well.


How to Create Invoice with FreshBooks

What is FreshBooks

This is a business software that is used for accounting and handling business operations. It can be used to improve the operational efficiency of your enterprise. FreshBooks can help you to generate business documents such as invoices easily. It can also automate business tasks such as job scheduling, invoice creation, accounts reporting, organizing expenses and setting client interaction sessions. The software has a user-friendly interface that is intuitive and easy to learn. Furthermore, it is built on Cloud technology. Hence, you can access its dashboard and business data from anywhere in the world.

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how to send an invoice via email

How to Create and Send an Invoice with FreshBooks

The FreshBooks software facilitates sending invoice email sample. It provides you with two modules for this purpose. They are:

1. Using the Dashboard

You can create a new invoice from the Dashboard by clicking on the button that is labeled “Create New”. After doing so, you can proceed to select the “Invoice” option. It will activate a template screen titled “New Invoice”. Here, you can proceed to create an invoice.

create new invoice

2. Using the Invoice Panel

This is another method through which you can create an invoice in FreshBooks. Here, you can tap on the button labeled “New Invoice”. Once you click upon it, the software will immediately bring up a template window where you can enter some details about your invoice.

invoice settings

FreshBooks allows you to customize your invoice by adjusting it so that it can accept payments made through credit cards. You can also determine the color of the headers, overall theme and even the font in your invoices. Furthermore, you can choose to make the invoice recurring or not. Last but not least, the software facilitates sectors where you can enter details about the transaction. Examples of these are the Company Name, Client Name, Products or Services Involved as well as the Total Cost of the transaction.

If you get halfway through the template and wish to take a break, you can Save the document and resume it later. Otherwise, you can simply Send it to your client. The software will inform you of the invoices have been sent through email alerts. If you are wondering why was this invoice sent to john hill, you can contact the customer support team. They are available 24/7.

If you get halfway through the template and wish to take a break, you can Save the document and resume it later. Otherwise, you can simply Send it to your client. The software will inform you of the invoices have been sent through email alerts. If you are wondering why was this invoice sent to john hill, you can contact the customer support team. They are available 24/7.

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