#Free simple invoice template how to

How to enter information into a simple invoice templateĮnter the following information in your simple invoice template sections: It is still good to double-check to make sure you are invoicing your client the correct amounts. This way, all sections are already on it, and you need to enter your information and perform calculations.įor simple invoice templates created using a spreadsheet program like Microsoft Excel or Google Sheets, the formulas should be in place, so you only need to enter the information, and the amounts are calculated for you. Create an Invoice with Invoicer.aiĪn easier way to create a simple invoice is to use a premade simple invoice template like one of the ones at the top of this page. Pros: you have complete control of the look and layout, and it doesn't cost you anything.Ĭons: time-consuming, you need word processing or spreadsheet software, harder to stay organized, keep track of invoices, you need to perform calculations manually, you need to format an invoice manually, and it is difficult to know the invoice status. The pros and cons of manually creating your simple invoice template When in doubt, you can always pick up the phone and call them to make sure they received the invoice, or, even better, use Invoicer.ai's invoice tracking, so you know if your client received and viewed your invoice. Getting it in their hands faster means you should get paid faster. We recommend email or text since it is the fastest way to get the invoice to your client. Now you can send it to your client by email, text message, or print and mail it. Once you are satisfied with your simple invoice template, save it so you can use it again. Style it with your choice of font, colors, and logo. Triple check your calculations to make sure you are charging them the correct amount and have applied taxes, discounts, and deposits correctly. Do a print preview so you can see how it will look if you or your client prints the invoice. Pay special attention to the layout and formatting.

#Free simple invoice template software

Once you have all of that information, create sections in your word processing or spreadsheet software to enter the data. How to format and style your simple invoice template You can say things like, 'Thanks for your business.' Terms: for official language like how to pay, how late payments are handled, and anything else of an official nature.Amount due: Total, minus deposits, minus payments.Payments: any payments (if applicable).Deposits: any deposits (if applicable).

#Free simple invoice template plus

Total: the subtotal, minus discounts, plus taxes.

Discounts: Any discounts (if applicable).

Subtotal: the total amount of all items.

Line total: the item cost multiplied by the quantity.

Item cost: the cost and quantities of the goods and service provided.

Item description: a description of the goods and services provided.

Item name: the name of the goods and services provided.

Reference number: a reference number if applicable.

Due date: a due date to let the client know when they need to pay the invoice.

Date sent: the date you sent the invoice.

Invoice number: An invoice number so you can easily refer to the invoice.

Client information: your client's name or company name, address, and phone number.

Sender's information: your name or company name, address, and phone number.

Include the following sections and information in your simple invoice template: What to include in your simple invoice template

#Free simple invoice template professional

But, that way doesn't look very good and may give a less than professional impression to your client so we will avoid it altogether. You can even make one using a simple text editor or send an email or text message. The most complicated way to create a simple invoice template is to create one from scratch using word processing or spreadsheet programs, like Microsoft Word or Google Sheets.

#Free simple invoice template generator

You can create a simple invoice template in three ways: From scratch (Hard), Using a template (Easier), and using an invoice generator (Easiest). The sending party fills in the simple invoice template with all of the details regarding the transaction: including their contact info and their client's contact info, good and services provided, cost of items, taxes, discounts, deposits, terms, due date, invoice number, and anything else pertinent. How does a simple invoice template work?Ī simple invoice template works by providing an official document of goods and services purchased from one party to another. Simple invoice templates are for people or businesses who need to invoice a client for goods or services and only need a basic invoice to send.

Who they are for, how they work, what to put in them, and most importantly, how to create a simple invoice template. Here is everything you need to know about simple invoice templates.