Using Microsoft Excel
There are several free online tools that will help you create, send, and receive invoices, but only a few offer the flexibility of sending them directly to your customers. If you use these services, you can save your invoices in PDF or xlxs formats, and email them directly to your clients. Adding a cover note to your invoices highlights important details and makes them more personalized. You can use Microsoft Excel to create your invoice. From the File menu, choose New from Template and choose an available template.
Using Online Tools
An invoice should include the name and address of the company, as well as the product or service. You should include a brief description of each item, and separate them into different rows. If you are selling a product, you can include an image. This helps your clients better visualize the products or services you sell. Don’t forget to enter a price per unit or an hourly rate. Your invoice should include all of these elements.
When creating an invoice, remember that it is only for your client. Avoid making it sound too clever. Just make it clear that the invoice is a request for payment. A good invoice should include all the information your clients need to make payment. The title should appear at the top of the document, so your clients will know which one they should pay. The email address should be a valid email address for the customer.
When drafting your invoice, remember to include the date that you sent it to your clients. This is so they can easily find it. It is also helpful if you have an image of the product or service on your website. This will help your clients to better visualize the product and its qualities. Finally, include the quantity of work, the unit price, and the hourly rate. By using an invoice tool, you will be able to send it to your customers quickly and effectively.
You should also use a free invoice generator that allows you to customize the invoice. Many of these tools allow you to customize your invoice by adding different columns. They may even let you drag and drop columns up and down and hide them. These templates can include tax rates, freight charges, and extra charges. You can also allow your clients to receive discounts on their accounts. This way, you can ensure that your clients will always be able to make payments on time and within budget. When generating your invoices, it is important to remember to include the client’s name and address. This is especially important if you’re selling physical products to clients. The software should include all relevant information about the client so that they can easily pay for them. For example, you can use the company’s name, city, state, and phone number. This information will help them contact the client.