Using our simple invoice template is really about as simple as it gets:
Creating a simple invoice should be a simple process. If you provide a range of services, our simple invoice template may be the perfect fit for you. That's the beauty of simplicity—complete customization allows you to take what we have and craft an invoice to suit your exact needs.
The best part about a simple invoice is the freedom it gives you to change and adapt, even on the fly. Having a blank slate to document your services can be helpful. The standard simple invoice format includes a place for:
From there, it really depends on your specific industry. 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. If you’re providing a service, you may want to leave some space for notes and future recommendations regarding that service.
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. 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. having the invoice paid as soon as the transaction is complete.
Invoicing at the end of the engagement has a certain professionalism to it and gives off the sense that the business is established. For larger companies, cash flow may be calculated by monthly goals, so getting paid immediately or two weeks later is relatively inconsequential. Small businesses or individuals often adopt this policy to project that established professionalism to their customers.
Having your invoice due upon receipt is a perfectly acceptable practice as well. Most small companies or individuals would do well to use their size as an asset, as they're able to provide more attentive service to their customers than the big companies. That said, most customers understand that immediate cash flow is essential to keeping smaller operations running smoothly.
Proper invoicing practice is integral to success. Here are some pro tips from Sage on the best invoicing practices to please your customers and ensure prompt payment.
Try out these tips and we’re sure you’ll be pleasantly surprised. When you’re ready to take your invoicing to the next level by automating and streamlining the whole process, check out Sage Business Cloud Accounting online invoicing tools.
Using a basic invoice template allows for a ton of customization. Check out these tips from business owners who found success tailoring their invoice layout and process to suit their needs.