{"id":7944,"date":"2023-02-07T08:00:00","date_gmt":"2023-02-07T13:00:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=7944"},"modified":"2026-02-25T06:59:26","modified_gmt":"2026-02-25T11:59:26","slug":"free-invoice-templates-sales","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/free-invoice-templates-sales\/","title":{"rendered":"Free Invoice Templates &#8211; Sales"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/money-matters\/\" class=\"entry-header__link\">Money Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tFree Invoice Templates &#8211; Sales\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2023-02-07T08:00:00-05:00\">February 7, 2023<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"Free Invoice Templates &#8211; Sales\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/free-invoice-templates-sales\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/laurenpearson\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2020\/03\/emiliecarolLauren-4.jpg\" class=\"entry-author__image\" alt=\"\" \/>\t\t\t\t<span class=\"entry-author__name\">Lauren Pearson<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p>Making a sale is not easy\u2014so proper recording of that sale shouldn\u2019t be neglected. A sales invoice is an essential tool for keeping track of the sales you make and the customer base you build. Check out our free sales invoice template, customize it to your needs, and start selling!<\/p>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Free Invoice Templates<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Free invoice templates, designed for you in mind.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-9571ec4e-0c5d-41b2-b0c2-e077f14fd64b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Download now<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<div class=\"single-cta__downloads\">\n\t\t\t\t\t\n\t\t\t\t\t24,386 readers have downloaded these templates\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1400801126-1215x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1400801126-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-use-this-invoice-template\">How to use this invoice template<\/h2>\n\n\n\n<p>Our free sales invoice template is simple and intuitive to use. Once downloaded, it\u2019s fully customizable to the specifications of you and your business.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make sure to add your company logo and contact information at the top.<\/li>\n\n\n\n<li>Add and remove lines as needed, formatting the sales receipt to include only aspects relevant to your business.<\/li>\n\n\n\n<li>Leave a space to mark the invoice paid or unpaid for simplified future reference.<\/li>\n\n\n\n<li>Get out there and make some sales!<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What sales businesses need to know about invoicing<\/h2>\n\n\n\n<p>For continued success, the way you document a sale is just as important as making it. If you\u2019re selling a lot, you\u2019ve got to keep a clean record of sales invoices. Depending on the range of products you sell, good invoicing can make it easy to keep a tally of what sells the most and what sells the least. For a sales invoice, it\u2019s important to itemize the products you sell in a way that makes sense for your customer, as well as for you.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What should be included on an invoice for sales<\/h2>\n\n\n\n<p>Sales invoices vary by what\u2019s being sold. Since the invoice will have the long-lasting utility your business, you\u2019ll want to tailor to make the most sense for your style of recordkeeping. A good sales invoice includes,&nbsp;for example, the following:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The name of your company<\/li>\n\n\n\n<li>The name of your customer<\/li>\n\n\n\n<li>The date of sale<\/li>\n\n\n\n<li>Invoice Number<\/li>\n\n\n\n<li>A list of the products sold<\/li>\n\n\n\n<li>Quantity of each product sold<\/li>\n\n\n\n<li>The price you\u2019re charging per unit, including tax (if applicable)<\/li>\n\n\n\n<li>Additional costs increasing the final total, including shipping charges or any discounts applied<\/li>\n\n\n\n<li>The total price you\u2019re charging<\/li>\n<\/ol>\n\n\n\n<p>From there, you can get creative. If you also keep a record of your customers\u2019 email addresses, you can periodically inform them via email about new products you\u2019re offering that might interest them. Additionally, having your clients\u2019 email addresses allows you to follow up with them and send them a confirmation of payment via email for their own records.<\/p>\n\n\n\n<p>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&nbsp;personal guarantee of satisfaction, if not for the physical product then for the experience.<\/p>\n\n\n\n<p>Selling is connecting\u2014you want to make sure that connection is maintained after the transaction is completed. For more on creating invoices that stand out, see our&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/blog\/how-to-write-an-invoice\/\" target=\"_blank\" rel=\"noreferrer noopener\">how to create an invoice<\/a>&nbsp;article.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When to send an invoice<\/h2>\n\n\n\n<p>Here\u2019s 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\u2019s 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\u2019re willing to pay upon receipt\u2014in fact, that\u2019s what they\u2019re used to.<\/p>\n\n\n\n<p>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\u2019re the sales arm of an operation that also makes use of manufacturing, your client may generate a purchase order&nbsp;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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Invoice like a pro<\/h2>\n\n\n\n<p>There\u2019s 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.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Make sure it looks good<\/strong>. \u2013 a professional appearance is a simple, but very important a feature of any sales invoice. Customers want to know they\u2019re giving their money to a business\u00a0that has their proverbial \u201cstuff\u201d together. Don\u2019t come off as an amateur.<\/li>\n\n\n\n<li><strong>Make sure it\u2019s correct<\/strong>. \u2013 good looks only get you so far\u2014you have to make sure all information is accurate and all terms clearly spelled out. Straightforwardness goes a long way with an educated consumer.<\/li>\n\n\n\n<li><strong>Consider automating your invoicing<\/strong>. \u2013 as well as exuding a sense of professionalism, this tip will save your business time and money in the long run. Automated invoicing adds a level of convenience\u00a0for your customer while eliminating grunt work for you.<\/li>\n<\/ul>\n\n\n\n<p>Try out these tips and see what gets the best results\u2014remember, different methods work for different businesses. And if you\u2019re thinking about automation, be sure to check out&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/accounting-software\/invoicing\/\">Sage Business Cloud Accounting online invoicing<\/a>&nbsp;tools.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Invoicing tips from business owners like you<\/h2>\n\n\n\n<p>Each person\u2019s sales style is unique, usually a mix of tactics culled from a variety of sources\u2014that 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.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Support customer preferences<\/strong>\u00a0\u2013 this is a big one. Your customer base may have a largely singular or varied set of preferences when it comes to payment. It\u2019s important to make it as easy as possible for your customer to pay you. If you serve a younger population, make sure you keep current with the forms of payment they\u2019re using (such as PayPal and Venmo) and accept them. If the reverse is true, make sure you take checks.<\/li>\n\n\n\n<li><strong>Log products sold<\/strong>\u00a0\u2013 you log the products on the invoice so your customer can see exactly what they\u2019re paying for. Take it a step further and log each product with its own individual number. Using a convention can make reviewing and decisions based on your sales history a whole lot easier, optimizing data input on your end down the line.<\/li>\n\n\n\n<li><strong>The follow-up<\/strong>\u00a0\u2013 this is a useful tactic to get unpaid invoices paid in a timely manner while monitoring customer satisfaction. Often, a soft touch is the best approach on the initial follow-up. A friendly conversation can go a long way in business. Ask if the customer has any questions about the invoice you may be able to help them with. Remind them of your accepted methods of payment.<\/li>\n<\/ul>\n\n\n\n<p>Need a straightforward, generic template? Check out our free,\u00a0<a href=\"https:\/\/www.sage.com\/en-us\/blog\/free-invoice-templates-simple\/\" target=\"_blank\" rel=\"noreferrer noopener\">simple invoice templates<\/a>.<\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Making a sale is not easy\u2014so proper recording of that sale shouldn\u2019t be neglected. A sales invoice is an essential tool for keeping track of the sales you make and the customer base you build. Check out our free sales invoice template, customize it to your needs, and start selling! How to use this invoice [&hellip;]<\/p>\n","protected":false},"author":995,"featured_media":9118,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[348,43],"tags":[299],"business_type":[40],"lilypad":[],"context":[],"industry":[],"persona":[],"imagine_tag":[],"coauthors":[606],"class_list":["post-7944","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-free-guides-templates","category-money-matters","tag-cash-flow","business_type-small-business"],"sage_meta":{"region":"en-us","author_name":"Lauren Pearson","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1327127856.jpg","imagine_tags":[]},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/7944","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/995"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=7944"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/7944\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/9118"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=7944"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=7944"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=7944"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=7944"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=7944"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=7944"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=7944"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=7944"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=7944"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=7944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}