Invoicing at the end of the engagement has a certain professionalism to it and gives off the sense that the business is established. having the invoice paid as soon as the transaction is complete. Generally speaking, larger companies will send an invoice at the end of the customer engagement while smaller companies or individuals practice the “due upon receipt” policy, i.e. When it comes to sending invoices to clients, it’s important to take into consideration your customer base, as well as the image you’d like to project.

If you’re providing a service, you may want to leave some space for notes and future recommendations regarding that service. If you’re using this basic invoice form as a bill of sale, you may want to itemize the products sold-this helps you keep track of inventory and is something the customer will certainly want to see on an invoice.

Total amount being charged to the customerįrom there, it really depends on your specific industry.

Line items for any taxes or discounts (if applicable).

How much the customer is being charged per hour or per unit (if applicable).

Quantity (if applicable) of what the customer is paying for.

A description of what the customer is paying for.

Invoice number and/or job and customer codes (if applicable).The name of your company (or your name).The standard simple invoice format includes a place for:

Having a blank slate to document your services can be helpful. The best part about a simple invoice is the freedom it gives you to change and adapt, even on the fly.

Billing invoice template in word