Our free sales invoice templates are simple and intuitive to use. Once downloaded, they’re fully customizable to the specifications of you and your business.
Sales invoices vary by what's being sold. Since the invoice will have the long-lasting utility your business, you’ll want to tailor to make the most sense for your style of recordkeeping. A good sales invoice includes, for example, the following:
From there, you can get creative. If you also keep a record of your customers’ email addresses, you can periodically inform them via email about new products you’re offering that might interest them. Additionally, having your clients’ email addresses allows you to follow up with them and send them a confirmation of payment via email for their own records.
If you really want to go the extra mile and customize your invoice, you may also want to include any applicable warranty information on your itemized list of products. Peace of mind goes a long way when it comes to building customer trust. In strengthen that trust, you could include a personal guarantee of satisfaction, if not for the physical product then for the experience. Selling is connecting—you want to make sure that connection is maintained after the transaction is completed.
Here's another area where practices vary. If your sales are conducted face-to-face, invoicing on the spot can be a good method to keep the payment on pace with the sale. Closing each transaction as it’s conducted keeps things neat in terms of recordkeeping. With a sales invoice, you are documenting the exchange of money for a tangible thing. Customers understand this and they’re willing to pay upon receipt—in fact, that’s what they’re used to.
Although the vast majority of invoicing (and payment) in sales is conducted at the point of purchase, invoicing at a later date does well to cultivate and maintain the trust of your customer base. Depending on your individual sales style, this could be the right move. For example, if you're the sales arm of an operation that also makes use of manufacturing, your client may generate a purchase order or a request/agreement to purchase items that need to be manufactured, such as furniture or clothing. Once the items requested on the purchase order have been created, then you could send a sales invoice to the customer to request payment for the goods prior to shipping.
There’s a motto in the sales business: cash flow is king. Proper invoicing is how you keep it flowing. Here are a few tips on how to do it right.
Try out these tips and see what gets the best results—remember, different methods work for different businesses. And if you’re thinking about automation, be sure to check out Sage Business Cloud Accounting online invoicing tools.
Each person’s sales style is unique, usually a mix of tactics culled from a variety of sources—that can be an interesting technique to apply to your invoicing. Check out these tips from business owners and see how they can work for you.
Start your free trial today!