So as part of our personal branding and for the design proposal we had to design an invoice template. I was not sure what to add so I started off by doing some research to know what I should add.
What is an invoice?
An invoice is a document that you send to your client after they purchase goods or services from you, both as a means of recording the sale and of requesting payment from them.
Specifically, an invoice declares in writing what exactly the client purchased, when they purchased it, in what quantity and at what price.
What is their purpose?
They create a binding agreement between you and your customer that obliges the customer to pay the agreed price. As a result, invoices can be used when taking more formal actions, especially in the case of overdue or missing payments.
That’s because, in addition to stating the total amount to be paid by your customer, invoices also identify the payment terms, including when the payment must be made by and what, if any, the potential penalties are for late payments.
How to make a good design invoice
The invoice should look clean and it should be easy to read. It shouldn’t overwhelm the client with too much information but should include everything that’s important for your records and for them to understand your charges. When you’re creating the invoice, pay attention to the layout and consider how you’re going to bill for your work.
Your business logo, address, and other information they might need such as your phone number or email address ,must be included. Include your website if applicable. You’ll want to include your client’s name and information, an invoice number, and the date of the invoice. You’ll also want the invoice total to be in an easy to spot location.
Layout for a Design Invoice
- Logo and information at the top, where it’s easy for the client to see.
- Client name – middle
- Date of the invoice – middle
- Other important information. – middle
- Break down the project and the costs.
- Break down your project into subcategories that make sense for the project and include descriptions as needed.
- Provide the cost based on how you’re billing the client and the total price for each section of the project.
- At the bottom of the invoice, total the services, include any tax as necessary, subtract any amount they’ve already paid, and show the final amount they owe for your services.
How to Bill for Design Projects
You’re generally going to choose based on a set fee for each part of the project or hourly for the amount of time you spend on each part of the project. If you’re planning on charging clients set fees for various parts of the projects you work on, break down the invoice into those parts and write the cost for each one, then add them together to get the total. If you’re planning on charging an hourly price, write down which part of the project you worked on, the number of hours you spent on it, your hourly rate, and the total cost for each part of the project.
Your invoice reflects your business and should look fantastic yet be easy for you to fill out when needed and provide to your clients.
I started by doing some visual research. Here is a link to see it.
Here are some of my favourite ones:
I really like the simplicity of these 2 designs, it includes colour and personality without taking away from the important information.
I really like the colour scheme of the Invoice above especially because it is similar to my own colour scheme. The writing size is a big too small though – it is a bit hard to read.
I really like how they used blocks of colour to create a sort of structure to the information.
Here is a link to my Figma design file.
I had a lot of fun making the invoice and I am pleased with how simple I was able to make it. I do think that as time goes on and I mature as a designer this aspect of my brand will also mature.