Additionally, you’ll want to lay out the details of any work, materials, and labor that were included.Īlong with itemizing the project and tasks you’ve completed, you may want to include: Similar to freelancing examples of invoices, contractual work should be broken out into specifics of what was agreed to in the contract. Itemized software or licensing fees that you’ve incurred specifically for their project (for example, you may include font licensing if you’re a designer)Ī tip line if appropriate for your line of workĪ note of when the final project will be delivered and when the final payment is expected In addition to the basic invoice requirements, some details you’ll want to add to your invoice may be: Break out specifics about the project you worked on, including billed-for dates and what the project will be or when it was completed. In this example of an invoice, you’ll see that details about the project and notes are included. If you’re a freelancer, you’ll want to focus on the hours you billed for or the projects you completed. Send invoices with Square Example invoice for freelancers If you have applied discounts or have discount options if the client pays early or in full, be sure to include that information on the invoice as well. You’ll want to make sure you include any necessary taxes so there is no confusion on the final total. Payment terms/due date: Your payment terms should be clearly outlined on the invoice, along with the due date. This not only can help with inventory and quarterly or end-of-year reporting, but it can give you a look back into the preferences of that particular client as you continue to work with them. Itemized list of what’s being sold: The invoice should lay out in detail the product or service you provided the client. Invoice number: Having a number associated with each invoice is necessary for accounting and tracking purposes, especially when tax season arrives. This also allows them to send you a tax form at the end of the year, if applicable.Ĭustomer’s billing information: This will primarily be for your records, both for billing and looking back at which project was completed and recorded in the client file. It also gives them an easy way to know where they can contact you or send their physical form of payment. Make sure the logo is high resolution and in a place on the invoice that quickly lets the client know who the invoice is coming from.īusiness name and address: Along with the logo, providing your business name and address reminds the client from whom the invoice is coming. Logo: Carrying over your branding to each part of the project is an important factor in appearing professional to your clients. It is recommended that every invoice include:ĭate: This is the date that the invoice is being sent to the client or receipt. Recommendations for what to include on every invoiceĭepending on what type of service you provide, your invoice should contain key pieces of data to allow you and the client to track records of project timelines, payment deadlines, and profits. In this article, we’ll take a look at some recommendations for what you should include on your invoices and some invoice examples that will work for every kind of business. However, without a quality invoice example, you may not know which invoice template is best for your business. Providing a clean and detailed invoice to your clients is the first step in establishing a professional tone in the payment process. Whether you own a small business or are a freelancer or sole proprietor, having an invoicing process in place that’s streamlined and timely can help you get paid faster and keep your accounting organized. No matter what type of business you have, getting paid on time is important for keeping your cash flow healthy and revenue reporting accurate.
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