HOW TO: Add More Details to an Invoice by Using the Advanced Form

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When invoicing, we believe simplest is best, but we know that sometimes certain invoices require more information to better bill your client.

That's why we have implemented a Basic Form and Advanced Form to our billing templates, whether you’re invoicing, providing a quote, or issuing a receipt with Invoice Home.

There’s a lot of things that go into making an invoice, from contact information of the billed party, to taxes and organizational details. If you’re contemplating what information should be included, click here to learn more about how to fill out your invoice.

The Advanced Form allows you to provide more context, both for your client and for your own organization and filing. There's several details on the Advanced Form that are not featured on the Basic Form, such as the:

• “Ship To” address box which is for when you are shipping to a different address than the one you are billing to.
• Due date that lets you assign a date for when you expect to receive payment.
• Purchase order number that is used to match a purchase order document to an invoice.
• Quantity which allows you to reflect how many times one item was purchased.
• Unit Price which shows the price of one item, if the item is purchased more than once.

If you would like to feature any of these details, use our Advanced Form. Here’s how to get started in 6 simple steps:

How to use the Advanced Form

Click Here for Mobile Instructions

DESKTOP

1. Sign in to Invoice Home here.

3. Click "Edit."

4. Select “Advanced Form.”

5. Enter in the information that you would like to see on the invoice.

6. Click “Save Invoice.”

That's it! You know how to and why to use our advanced form when creating a billing template. Click here to start editing your own invoice using the advanced form.

Pro tip: After you have entered all of your invoice details, you can save time on your next invoice by using the "Copy" feature like this.

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Mobile Android and iOS

1. Open the Invoice Home app.

2. Click on an existing invoice or create a new one.

3. Tap "Edit."

4. Swipe the “Advanced Form” slider to the right to switch your document to the Advanced Form

5. Fill in the information you would like to see on the invoice

6. Tap "Save" on iOS or "Save Invoice" on Android.

That's it! You know how to and why to use our advanced form when creating a billing template. Click here to start editing your own invoice using the advanced form.

Pro tip: After you have entered all of your invoice details, you can save time on your next invoice by using the "Copy" feature like this.

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If you need assistance or have any questions, please email support@invoicehome.com

Thank you for using Invoice Home!