Monthly Invoices Template

Self-employed people, freelancers, and independent contractors have the freedom to organize their business in the format that suits them best. It also applies to the billing system. You can demand compensation for completing specific tasks and orders or choose recurring payments. Monthly invoicing is convenient for those who take on complex and large-scale projects that require long-term work. Thanks to this format, you regularly receive compensation for services or goods already rendered and improve cash flow. Saldo Invoice provides small businesses with all the tools like monthly billing template to bill clients on a regular basis.

A monthly invoice form requires payment not for the entire project but only for its completed part. In this case, you need to list the following items for which clients should provide compensation:

• services;
• products;
• leased equipment;
• fees;
• taxes;
• shipping costs (if any).

That is, in your monthly payment invoice template, you need to list everything that you have done over the past calendar month. Be sure to indicate the number of pieces or the volume of completed tasks (in hours) if the project is not finished. You also need to show the date the document was created clearly and the time frame for the money to be credited to your account. You can do it by entering a specific date or using the common phrase “Net 30,” indicating that a customer has 30 days to reimburse you.

The monthly billing format can be used in absolutely any industry. Whatever your business, you can get our IT, catering, financial, or lawyer invoice template to arrange your recurring invoicing system. The main thing is to remember the period for which you request payment, and do not include in the document those products that were provided last month. Otherwise, it may cause customer dissatisfaction. However, you can issue an invoice for refund if you make a mistake.

Luckily, our service saves all the files you’ve generated, so you can always check the latest submitted information. Also, based on the forms you fill out, a monthly invoice report is compiled, which takes into account all your sales and the most active customers. It allows you to evaluate your performance and draw up plans and budgets.

You can fill out the form you need on any convenient device and anytime. It can be done right on the site, using our generator, in a mobile application, or you can download a blank form to your device. Fill in all empty fields, double-check the entered information, and transfer the finished documents to clients directly through our monthly invoice software. You can send the file by email or share it via a link. If it is more convenient for a customer to work with physical papers, you can print the bill.