How to make an invoice template in a word processor, Excel (or any spreadsheet), from scratch The definitive guide to project billing and invoicing You can turn to a software solution with built-in invoice templates.You can download ready-made invoice templates.You can create your own invoice templates from scratch.When you're a freelancer, there are several ways in which you can approach invoicing your clients: Commercial invoices - suitable for international shipments.Mixed invoices - suitable for charging multiple projects through one invoice (in the case that the said projects involve discounts, refunds, and subsequent amount increases).Debit invoices - suitable for a subsequent increase of the original amount you've already invoiced to the client.Credit invoices - suitable for belated discounts and refunds.Past due invoices - suitable for payments that are past their due dates.Recurring invoices - suitable in case you charge fixed amounts for service packages on a regular basis.Interim invoices - suitable for charging smaller amounts over the course of working on a larger project.Pro forma invoices - suitable for disclosing estimates, before providing the work.Timesheet invoices - suitable for professionals who bill by the hour.Standard invoices - the most common type of invoices that covers the basics, suitable for the majority of industries.The types of invoices, in terms of the data they cover, include: Software solutions with invoicing options - you fill them out online, before storing the invoice data in online electronic records.Invoices created in spreadsheets - you fill them out on your devices manually, before storing their copies in digital folders (may involve built-in formulas, for easier calculations).Invoices created in word processors - you fill them out on your devices manually, before storing their copies in digital folders.PDF invoices - you print them out, fill them out with a pen, and then store their copies in a physical storage space.The types of invoices, in terms of how they are presented, include: In order for a document to be considered an invoice, it must be stated that the said document is an "Invoice" on the front of the bill.įor easier record keeping and future reference, each invoice should also be stamped with a unique invoice number. The subtotal before the taxes and discounts.
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