#PROFESSIONAL INVOICING HOW TO#
#PROFESSIONAL INVOICING PDF#

Customers have easy access to payment links, which makes it easier for them to pay you. The advantage of using invoicing software is there are lots of templates to choose from and branding is very easy.

There are many invoicing software such as PayPal that you can use to draw up your invoice. Mention that you are sending an invoice in the subject line and write a short message in the body.

#PROFESSIONAL INVOICING PDF#

If you have created the invoice in a word processor or designing software, convert it into a PDF for enhanced security. This is the most popular and quickest way to send an invoice. It is a slow process but this is something you should have considered before starting the project. If your client doesn’t use email or online invoicing, take a printout of your invoice and send it in the mail. Here are the three most common ways to send an invoice: In fact, in some instances, you may want to use a combination of these to ensure your invoice is received.

For some businesses the answer to this question is easy, but for others, it isn’t so straightforward. Keep in mind that in addition to the above invoice must-haves, your business may have its own unique must-haves so you should customize your invoice to meet your needs as well as your client’s.Īnother decision to make is to determine how you want to send your invoices. Track your invoice, set up payment reminders (if needed), and get paid.Choose a delivery method (e.g., email) and send your invoice to your client.Add the total amount (including any fees or taxes).Add the date when services were rendered.Include a brief description of services rendered.Add your client’s name, address and contact details.Add your name, address and contact details.Add the date you are sending the invoice.Denote at the top that it is an invoice.

#PROFESSIONAL INVOICING HOW TO#

Here’s an overview of how to create and send an invoice: Of course, there are a few steps between the two, from whether or not you will use invoicing software and choosing how you will send your invoice to sending payment reminders and or setting up scheduled payments. Once you have completed an order-be it a product or service-it’s time to create an invoice and get it out as soon as possible.

Professional invoicing