Published August 21, 2017
© marioav / Adobe Stock
Creating an invoice for the first time can be a bit complicated at first, but with the right help, it becomes a breeze. If you are brand new to invoicing and feel a bit intimidated by the word itself, don't be! Invoice Home is here to help!
Step 1 – Your Customer
Know your price, be fair but also know your worth. It's not only smart but it's also professional to have the price set in writing (Email) prior to sending the invoice. You can also create a quote and once both agree on the price, you can convert the quote into an invoice. This way your customer is not surprised. Also, if the customer were to later change his/her mind about the set charges. You always have an email to fall back on. Make sure your customer knows when they will be receiving their invoice and when the payment is due. All of that information is important and should always be discussed with your customer.
Step 2 – Filling Out Your Invoice
Before we began, let me start off by saying that there are two different forms you can choose from, depending on how detailed you would like to be. You can choose from the Basic Form or the Advanced Form.
The Basic Form
- From: Your company name or name and address.
- Bill to: Company name or Customer and address.
- Invoice #: This will automatically appear in numerical order or you can choose to change it, keep in mind that if you change it, it will effect the number order for future invoices.
- Invoice Date: There are two options for this, you can add the date the invoice was written or when it takes affect, it’s your choice.
- Description: Description of your product or service.
- Amount: The cost of product or service.
- Tax: (this an option) With which you can add a discount or a compound tax.
The Advanced Form (The same as Basic with a few additions)
- P.O. #: (this is optional) Purchase Order Number.
- Ship to: This is if the address of shipment is different than the customer's address.
- Due Date: Date your payment is due.
- Quantity (Qty): If your customer is buying more than one of the same product.
- Unit Price: Price for one product.
After filling out your first invoice, you will feel incredibly accomplished and the future invoices will soon become second nature.
Step 3 – Email Your Invoice
After saving your invoice, you are ready to send it! (You will find the E-mail option on your dashboard) Your email will automatically be included, along with the invoice you have just created. If you would like to attach other files or images, you can do so but it's not necessary. All you have to plug in is your customer's email address. We will also send you a copy of the email you sent but if you do not wish to receive this, you can uncheck the box.
Click 'Send E-mail' and just like that! You created and sent an invoice. Now all you have to do is wait to get paid. In the mean time, bask in the glory of your first invoice and enjoy a glass of wine - because why not.