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.Billable rates for the work completed or goods provided.payment due dates, early payment details, and explanations about possible additional charges that will ensue in the case of late payments) The logo of your freelance business (if applicable).Invoices typically outline the following data: How to use a software with invoicing optionsĪn invoice is a time-stamped document that lists and records all transactions between you as a freelance professional and your clients as the users of your services and/or goods.įrom the point of view of the freelancer, the amount invoiced is an account receivable, as it is the amount the freelancer has yet to receive for the role as a supplier of goods and/or services.įrom the point of view of the client, the amount invoiced is an account payable, as it is the amount the client is due to a supplier of goods and/or services that have not been paid for yet.Multipurpose Invoice Templates (Standard, Timesheet, Pro Forma, Interim, Recurring, Past Due).How to create an invoice template from scratch.Here's how you can speed up the process of creating invoices and make it easier, via our step-by-step guide on how to create invoice templates from scratch, our free invoice templates, and Clockify's efficient online invoicing options. To create PDFs in earlier versions of Microsoft® Excel you will however need to have a software like Adobe Acrobat® or similar.After working hard on a freelance project for a client, it's time that you charge for your work. If you are using latest version of Microsoft® Excel®, which has built in PDF converter, then you do not need any additional software. The best way to deal with this task is to convert your invoices to PDF, which you could then send via email to your clients rather than sending paper copies by postal service. You can then upload your own logo in the usual way that you do for the particular version of Microsoft® Excel® that you have in your computer. Just remember to delete the place-holder image which we have inserted into the templates first. Of course, you can also insert your own logo. Some of the settings are optional and some are not, but the important part is that all four invoice templates within the spreadsheet will reflect the changes you select on the settings tab. You can even change the color scheme of your invoice template. For example, you can show or hide your company name or slogan, enter your company details or select the currency symbol relevant to your country out of 4 preset symbols. This is where you can change most of the functionalities of the template. Once you download either of our invoices, you should look for the settings tab. Once you learn how to use one, all other ones become really easy to familiarize with. Before going ahead with the details of how this template works, it is useful to have in mind that the general design is the same as on other invoice templates that you can download from Spreadsheet123.
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