If you run your own business, it's crucial that you learn how to draft an invoice. Invoices are the method whereby businesses bill and request payment from clients. Drafting an invoice is easy, but there are certain criteria that you must include to make it as official as possible. If you produce an unofficial looking invoice, it could affect the credibility of your business. Learn how to draft an invoice.
- Skill level:
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Things you need
- Word processing software
- Printer or e-mail
Open your word processing software.
Create a new document.
Right justify your text at the top of the document. Type your business's name, the date, the billing cycle that you are billing for and the invoice number and the client name.
Press return three times.
Left justify the text and write "Date" to denote the date the service or work was performed.
Press the tab button and write the word "Project" or "Activity" to denote the work or service you provided the client.
Press the tab button and write "Cost" to denote the cost of this service or product.
Write the dates you provided services or products under the "Date" section.
Specify the services provided under the "Project" section.
Specify the cost of each portion of the services provided under the "Cost" section.
Press return until you are near the bottom of the page. Right justify your text and write "Total:" Include the total of the invoice here.
Click the "Insert" tab at the top of the application and scroll down to "Footnote."
Type your business name, address, phone number, fax number and e-mail address down here.
Either print and mail or e-mail the invoice to the client.
Tips and warnings
- You can also create an invoice in an Excel spreadsheet. This way it can do automatic calculations for you. However if you want the invoice to have a graphical flare, use word processing software, such as Word.