Basic Invoice Template
How to Use a Example Invoice Template ?
Primary forms are universal and can be applied for different purposes, regardless of your activity type and tasks performed. Our online invoice creator is the most convenient and fastest way to make such documents. You can work with it on any device suitable for you. It doesn’t require scanning, printing, or other outdated paperwork.
If you deal with our service for the first time, open this basic invoicing software on your computer, tablet, or smartphone and sign in. Creation and saving of files are available without registration, but you will have to put your details again. Authorized members only need to provide their personal data and business info at the very beginning. On subsequent use of this app for invoices, it’s automatically entered.
Conveniently, there is no need to perform any manual calculations. Even an invoice template basic option estimates the total sum based on the inserted records on your behalf. Preview the finished file for errors and typos, and then choose the blank basic invoice format: PDF, Excel, Word, or another one that suits you. Submit the form to an orderer, share a link, save it to your local library, or print it.
What Is Information Included in the Basic Invoice Sample?
In a sample basic invoice, indicate your business info and a client’s contacts. By the way, there is an option to import orderers’ contacts from the address book on your smartphone or enter them manually into the Saldo Invoice app. Then, when filling out documents, you should just choose the right person from a list. Optionally, you may attach an image with your logo to make it easier for recipients who handle papers to determine a sender.
After that, list all goods and services you provided, indicate their exact number (or the time spent on their implementation), price per unit, and possible fees. Next, specify a discount (if any) and mark whether an item is taxable. The total sum is calculated automatically. A simple invoice sample assumes an indication of payment methods, shipping data if you offer such an option, and additional notes, recommendations, or tips that will simplify the process of depositing money for customers.
When Is It Best to Fill in Free Basic Invoice?
Our online platform’s finest part is that it makes it possible to create a basic invoice at any time and place convenient for you. Of course, the sooner you offer the customer the necessary payment papers, the more likely the money will be credited to your account on schedule. Prepare invoice paperwork in advance, if the specifics of your activity allow, save them, and transfer them to an orderer upon the job completion.
Since a typical invoice form can be filled out on your phone, laptop, PC, or tablet, you may do it right after the work is done or at other terms agreed with a client. As the software memorizes and inserts some details, filling out documents won’t take long.
Main Elements of Basic Invoice Template
A simple invoice offers business owners a unique opportunity to create everything from scratch. The software contains enough tools to be both creative and professional. You can use the form to fill it with contacts of your clients, details on the product you sell, purchase delivery, and billing specifics. Not all sample invoice templates are suitable for your business, but this one is universal. Check out whether it contains all the elements you need in your business:
Main Elements of Basic Invoice Template 1. Your Business Information: Specify the name of your company or your own name if you have a small business, the company address, and the contacts you can be reached by. Include your email, phone number, and fax. You must be reachable to your clients, or they might choose another business. 2. The Contacts of Your Client: You can use the contacts’ import service available in the software. This way, you will not make mistakes in the address. Re-read the name of your client to make sure that there are no typos in it. Starbucks’ approach to name misspellings is rarely appreciated in business. 3. Payment Details: The standard invoice form needs details on the payments and a description of the goods or services that were sold. You have to be specific about this data. Include the taxes you take, the original price of the product, and the total amount that must be paid. It may include shipping, which you also have to underline in the form. 4. Correct Invoice Number: You need to put a unique number on the document as well. Each form has its own number. It helps you keep records in order and make sure that your client receives the right invoice.
What to Consider When Filling out a Basic Invoice?
The main advantage of a simple, free invoice template is that it is easy to edit and update anytime you open it. Moreover, it does not require much learning from you. All you need is to follow the tips below. Make sure you keep them in mind while filling out the typical invoice format lines:
- Always put information about your company in the most visible place. You can underline it or change the letters to make it more memorable. Don’t forget about your personal logo. No matter whether you have a company of dozens of people or just one, you still need to create the logo of your brand. It will differ from other businesses on the market;
- Be direct in the numbers. Make them visible and clear. If you provide calculations, it is better to write them down for clients. Include all the components of your calculations and name them. If you offer any discounts, feed for shipment, or withdraw taxes, you have to name them in the form;
- The professional document has to look like an easy invoice template but still be advanced. You can be polite with your customers by expressing formal gratitude in the form but also underline the deadline for payments;
- Mention the exact date when the payment must be provided. Remind your customers of the strict policy rules.