Research About Invoices
Daniel suggested that, along with our proposal document, we also create an example invoice.
Before I do this, it’s important that I conduct some quick research to understand invoices, what to include in them, and how to lay them out.
Research
As I’ve never made an invoice before, I wasn’t entirely sure of what is included in them, or how to lay them out. Because of this, I took to the glorious Google to find out what I needed to know.
What is an invoice? How do I Make one?
An invoice is a bill that a business sends to customers or clients, requesting payment for goods or services. They usually include a description of the service/item that you’re charging for, as well as other information such as contact details and a possible breakdown of the cost.
Invoices are different to receipts as they are asking for payment – rather than being given to the customer/client after a payment is received.
The website I’ve found to be the most helpful so far has been Simply Business.
This site included a step-by-step process for creating an invoice:
- Make your invoice look professional
- Clearly mark your invoice
- Add company name and information
- Write a description of the goods or services you’re charging for
- Don’t forget the dates
- Add up the money owed
- Mention payment terms
The best way to send an invoice is by attaching an un-editable PDF to an e-mail including a brief description of your business and invoice in the subject line and body of the e-mail.
Simply Business also included their Youtube video about invoices within this article, and I also found that to be very useful.
Looking at Example Invoices
I went to a few different sites looking for examples of invoices.
Here are a few I found:
Found on The Write Life website.
Found on the Square website.
Taken from the Bench website.
Now that I have found out everything I need to know about invoices, I can confidently start making my own. I will likely do this using Adobe InDesign.
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