If you'd like to add another fee or discount, right-click on the table cell and choose Insert row below. Put any fees and discounts here, such as a late fee or early payment discount.
#How to make a invoice template in word free
Feel free to delete this table row if you never charge taxes. List the percentage tax you're adding and how much that percentage adds up to. Taxesĭepending on the nature of your work, you may have to include taxes in your transaction. This is the total amount of your line item charges before taxes, discounts, or additional fees. Total amount per line: Multiply the price per unit by quantity to get your line total. You'll do the math in the next category.) (For example, if you're billing for two blog posts, list the price for one blog post here. Price per unit: The price per individual item. Quantity: The number of that item you provided. Item description: A quick description of the product or service you're billing for. Meanwhile, I'll list individual line items for each blog post I write for other clients.Įach line item on the template includes these sections: For example, I've billed a retainer client for "Work for February 2022" as a single line item. Your line item format might also differ among clients, even if you're offering the same service. You could make one for each project, project component, or add-on service. If you deal in services, there's some leeway in how you create line items. In this section, you describe and quantify the products and services you're billing for. Still building connections? Join an online community for your profession and ask around. If you aren't sure what payment terms to use for your invoice, ask a fellow freelancer or business owner in your industry. On receipt: The buyer should pay the invoice as soon as they receive it. A net 30 EOM invoice sent on March 15 would have payment due on April 30. A net 30 invoice sent on February 28 would have payment due on March 30.Įnd of month (EOM): Some businesses combine net payment terms with "EOM," meaning payment is due that many days after the last day of the month. Net 30/60/90: "Net" followed by a number means that the buyer should pay within that number of days, regardless of business days or holidays. Payment terms vary among industries, but here are some common ones:
Here's where you list when your client's payment is due. In other words, you could enter the date as "September 6, 2022" instead of "." Payment due date The template has the American MM/DD/YYYY format, but feel free to write out the month in the date for clarity. If you're billing a client in another country, use a date format that makes sense for both of you. (Keep this in mind especially when you create invoices in advance.) Invoice dateĪdd the date that you send the invoice. The first invoice sent on would have the number "09062201," and the second would have "09062202." Find a numbering system that works for you. It doesn't have to be anything profound if you have a simple billing system.įor example, I use the date of the invoice and the order of the invoices I send that day. Invoice numberĮach of your invoices should have a unique identifying number for easier tracking. If you're billing a specific person at a company, you can list the business name, then the person's name. Include as much contact information as you have, and don't be afraid to ask your client if you need more details. Buyer's name and contact informationĮnter your client's name and contact information here. Include these details for your and your client's accounting and legal documentation. Add your contact information, including your address, email address, and phone number.
#How to make a invoice template in word full
Make sure your invoice includes your full business name-or your name if you're a contractor. Your business name and contact information Place your logo under the "Invoice" title or create a borderless table to put it on the right of the header. You can also include a logo if you want, but it's not necessary. It'll help you keep your invoices straight from other documents, too. Your invoice should include a clear "Invoice" title in case you need to use your invoice for legal documentation. It works well for general invoicing, but not so much for a specialized invoice like a credit or debit invoice. This is a standard invoice for small businesses and freelancers, meaning you use it when you want to get paid for your goods and services.
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