How To Send An Invoice: The Quick And Easy Guide To Getting Paid

Once you have completed an order—be it a product or service—it’s time to create an invoice and get it out as soon as possible. Of course, there are a few steps between the two, from whether or not you will use invoicing software and choosing how you will send your invoice to sending payment reminders and or setting up scheduled payments.

Here’s an overview of how to create and send an invoice:

• Denote at the top that it is an invoice
• Add an invoice number
• Add the date you are sending the invoice
• Add your name, address and contact details
• Add your client’s name, address and contact details
• Include a brief description of services rendered
• Add the date when services were rendered
• Add the total amount (including any fees or taxes)
• Include payment terms and conditions
• Choose a delivery method (e.g., email) and send your invoice to your client
• Track your invoice, set up payment reminders (if needed), and get paid

Keep in mind that in addition to the above invoice must-haves, your business may have its own unique must-haves so you should customize your invoice to meet your needs as well as your client’s.