Instant payment matching which means when an invoice is paid, QuickBooks automatically matches the payment with the invoice in your books to save you time and keep everything updated.Īnd the list doesn’t stop there.Easier customer payments with the “Pay Now” button.Customise your invoice (choosing brand colours, currency type, and language preferences).With QuickBooks you will get access to features that will allow you to: Using online invoicing or invoicing software will make creating and sending professional invoices easier and more efficient. Depending on the scope of a project, you can also invoice for a deposit upon the signing of the contract and break down the remaining payments into monthly, bi-monthly, or quarterly payments. If your projects are larger in scope, breaking them into scheduled invoices is a common practice. If you provide short-term, small-scale services, it’s customary to send an invoice at the end of the project directing the client that payment is due upon receipt. There are different methods for how to send your invoice. When Should You Send Your Small Business Invoice to Your Clients? This will save time when you create invoices for your clients.įor example, instead of a general description such as “installation”, write down exactly what was installed, (software, T.V., air conditioning, etc), where it was installed, how many hours it took, and if there were any additional parts you needed to purchase for the installation. You can easily set up a list of your regular service using Google sheets or Google docs and then just copy and paste the relevant information into the invoice template. This list should be as detailed as possible to ensure there is no confusion as to what the client is paying for. Description of goods and servicesĬreate a list of the goods obtained or services rendered. If there are any specific conditions for early or late payments these should also be included in your business invoice. Date the client received any goods or services.Issue date (the day the invoice was created).Noting important dates in your invoice will help you and your client stay on the same page about the agreed-upon invoice payment terms. Recipient’s company name (and the specific department that is being addressed, if applicable).You may need to add the department and the contact information or person’s name if the recipient is dealing with a specific department within your company Company name (if you’re a sole proprietor then you can just keep your name).Your company invoice template needs to include your business’s personal information as well as your recipient’s. Personal information and recipient information ![]() This will be especially useful if you send multiple invoices to the same client. This way you can easily identify and keep track of each invoice, which will help you maintain an organised bank account and stay on top of cash flow. No one wants to receive a bill, and start questioning what it is and where it came from.Īlongside the header or right underneath it, you should include a unique invoice number. This point may seem obvious but it’s important the recipient knows exactly what the document is as soon as they open it. The header should clearly state what the document is – an invoice. ![]() You can create custom invoices by adding your branding to keep your document looking professional. ![]() Be sure to stay consistent with any brand logos, fonts, colours, or wording within your invoice. Your invoice is an extension of your business and should therefore do its best to reflect your business’s brand. That being said, there are some staples that small business owners should always adhere to in order to ensure they send professional invoices. ![]() This can even be true for invoices that are created by the same company but are received by different clients (because the goods received and services rendered to different clients will always differ, at least slightly). You may be confused about what to include because no two businesses are the exact same, therefore no two invoices will be the same. As your invoice will be how you get paid, you want to make sure to be as thorough as possible. The process of starting a small business has a lot of moving parts, so it may be tempting to avoid paying attention to the small details of your invoicing process – but this would be a big mistake. What Should You Include on Your Invoice for Small Businesses?
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