{"id":30913,"date":"2024-09-27T13:09:20","date_gmt":"2024-09-27T17:09:20","guid":{"rendered":"https:\/\/www.method.me\/?page_id=30913"},"modified":"2026-01-14T10:41:57","modified_gmt":"2026-01-14T15:41:57","slug":"invoice-generator","status":"publish","type":"page","link":"https:\/\/www.method.me\/invoice-generator\/","title":{"rendered":"How to make an invoice"},"content":{"rendered":"\n

You\u2019ve made a sale and you need to send your customer an invoice. After all, you want to get paid, don\u2019t you?<\/p>\n\n\n\n

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Besides being a key step for collecting payments, invoices are also an important document for accounting purposes. You \u2013 or whoever is managing your books \u2013 will need invoices to help keep track of the money coming into your business.<\/p>\n\n\n\n

In this guide we\u2019ll show you how to make an invoice. It\u2019s a pretty simple document, but making just one isn\u2019t the issue.<\/p>\n\n\n\n

Rather, invoices start becoming a hassle when you need to deal with dozens of them at a time. That\u2019s why you\u2019ll need a more efficient way of creating and sending invoices<\/a>, one that preferably doesn\u2019t require you to keep copying and manually filling a Google Docs sheet!<\/p>\n<\/div><\/div>\n\n\n\n

Pro tip: Skip the guide with our free invoice generator<\/h2>\n\n\n\n
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That\u2019s why our first recommendation to you is to use our free online invoice generator!<\/p>\n\n\n\n

No need to manually copy a Google Doc or Microsoft Excel invoice template each time you need one. All you need to do is fill in each of the field, and then just click a button – that\u2019s it!<\/p>\n\n\n\n

In an instant you\u2019ll get a professional invoice as a PDF file that you can send to your customer.<\/p>\n\n\n\n

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Save time and use our free invoice generator.<\/h3>\n\n\n\n
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Take me there<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n

Guide: How to make an invoice<\/h2>\n\n\n\n
\"Screenshot<\/figure>\n\n\n\n

The key to a strong invoice is to make it easy for your customer to understand exactly what they bought and how they can pay you as fast as possible. How you make an invoice doesn\u2019t matter for as long as you include the following in the document.<\/p>\n\n\n\n

1. Create a header<\/h3>\n\n\n\n

First, create a professional-looking header. This should include your business name, logo, main address, and contact details.<\/p>\n\n\n\n

Depending on where you\u2019re operating or the region your customer is located, you may need to include a business tax ID (such as a GST number, ABN number, or VAT ID).<\/p>\n\n\n\n

2. Include your customer’s information<\/h3>\n\n\n\n

Next, add your customer\u2019s company name (or contact name), their mailing address, and their contact information (such as phone number, email addresses, etc.) <\/p>\n\n\n\n

3. Add administrative or office-only info<\/h3>\n\n\n\n

Here, you should have the word \u201cinvoice\u201d printed at the top. You should also include an invoice number so that it\u2019s easy for you or your admin person\/bookkeeper to track.<\/p>\n\n\n\n

The invoice number can include a combination of letters and\/or numbers. It\u2019s up to you on how you want to arrange or style your invoice number, but make sure it fits how you and your team like to work.<\/p>\n\n\n\n

So, for example you might have a two letter prefix for each product or service you offer, such as \u201cDE\u201d for delivery or \u201cRW\u201d for raw materials and so on.<\/p>\n<\/div><\/div>\n\n\n\n

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4. Insert the dates<\/h3>\n\n\n\n

Next, add the dates for when you issued the invoice and the due date for when you expect the customer to pay the invoice. <\/p>\n\n\n\n

5. Describe the goods or services you provided<\/h3>\n\n\n\n

List all of the services provided and\/or goods sold to the customer during the invoice period. You should include each item\/service, the quantity or rate per unit (like time spent), and details about what each product\/service involved.<\/p>\n\n\n\n

It\u2019s always a good idea to include as much detail as possible. It\u2019s transparent to customers and can encourage them to pay you sooner.<\/p>\n\n\n\n

For example, if shipping raw materials, then include the specific materials provided, the quantity, and the price per unit.<\/p>\n\n\n\n

6. Include the total money owed with applicable taxes<\/h3>\n\n\n\n

Clearly show the total amount due along with any applicable taxes and\/or discounts. This part should give the customer a look at the full cost of the products or services you\u2019ve provided during the invoicing period.<\/p>\n\n\n\n

7. Include any additional notes or information<\/h3>\n\n\n\n

Next, use the \u2018comments\u2019 or \u2018message\u2019 section to specify other details that aren\u2019t listed in the invoice, such as:<\/p>\n\n\n\n