How to Create Invoices

Whether you are running a small business or working as a freelancer, you will eventually need to create an invoice to bill your clients or customers. A professional invoice can be created using a word processor in less than half an hour.

The invoice header should contain the name of your business, if you have one, or your name and the word "invoice" in large letters. If you have a logo also include that. It should be clear at first glance that this is an invoice from you.

Beneath the header, include the date the invoice was sent and a unique invoice number. Include your name, address and a telephone number the client can call with questions about the invoice. Also include the client's name and the contact information you have for him.

Create a table to itemize the service or products for which you are billing. If you bill by project, include the name and description of the project at the top of the table. The table should include columns for the date of each item, description of the item, rate and total cost for that item. Be as clear as possible in describing each item for which you are billing. At the bottom of the table, give a subtotal, any applicable tax added and a total. Bold the subtotal and final total so they stand out from the rest.

Include a space beneath the table for you to sign all printed invoices. Also include the terms of payment if relevant.

Tips

  • Many word processors include invoice templates you can use as a starting point. Save a blank template version of your invoice to reuse in the future. Always keep a copy of any invoices you send to clients.

About the Author

Kaylee Finn began writing professionally for various websites in 2009, primarily contributing articles covering topics in business personal finance. She brings expertise in the areas of taxes, student loans and debt management to her writing. She received her Bachelor of Science in system dynamics from Worcester Polytechnic Institute.