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Business Tools: How to Create an Invoice

How to Create an Invoice

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In business, one of the essential tools to have is an invoice. It’s time-tested and proven to be a useful tool that can help make business transactions easier for parties involved.

An invoice is among the business tools used by companies to track what they sell and to whom. An invoice will typically list the company name, date, customer’s name and address, items or services sold with corresponding prices.

Here are some tips on how to create business invoices:

Add a Logo

Add a business logo to your business invoices.

Adding your logo to the invoice will make it look more professional. Putting a business logo on an invoice may give customers who receive them confidence in buying from you, and potentially make future transactions easier for both parties involved.

Include Business Information

In business invoices, you should include your business contact information. This includes business name and address, phone number, and email address.

If running a home-based business that is not registered with the government or needs to be included in an invoice for tax purposes, then it’s best to list “home” as the company location.

Add Items Sold

On each line of your invoice, provide details about what was sold. It includes items like type or category (i.e., shoes), quantity sold (e.g., two pairs), and unit price per item.

Use a Font That Appeals to Your Clients

When picking out fonts for your business invoices, consider using one that appeals to your business customers. You can also use business invoices for branding purposes to help establish your business’s name and personality, so make sure that the font you choose is easy to read and looks professional.

Charge Taxes When Necessary

It would be best to charge taxes on each line item or category of items sold in an invoice when applicable. This includes any state sales tax and federal income or Goods & Services Tax (GST).

You should include GST when available by either typing “GST” before a list of taxed goods or just type the amount payable with no mention of what it was used for after adding in other numbers such as prices per unit if they’re taxable services too.

Add Check Numbers

Add check numbers to business invoices. This will help in the process of tracking business invoices and managing payments from customers.

When using business checks, it’s best to have a separate check for business taxes so you can track how much was used on which type of tax.

Add an Order Number or Tracking ID if Necessary

If your business needs to include order numbers or tracking IDs with their invoices, add them at the top (or bottom) left side of each invoice before any other information is included. Include this number on all correspondence about that particular purchase-including emails, letters, and messages.

Are you still confused about how to create an invoice? Check out these invoice templates.

Invoices: Business Tools That Make Running a Business Easy

Now you can easily create professional-looking invoices in minutes using Adobe. Simply add a logo, company information, and items sold, then print out the invoice on your home printer. And because it’s so easy to use, you’ll be able to spend more time running your business instead of creating bills.

Did you learn something new about business tools? For more exciting information, keep reading our other articles.

 

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