Include payment terms in your terms and conditions (or notes) section, and remember to mention your terms for late or early payments.

Whether you add a note that says “Thank you for your business” or “Hope to see you again”, including this section on your Word template can help you make a lasting impression. Many small businesses who have been in business for a long time rely on client loyalty, and adding personal touches can go a long way. Using Word for your template allows you to make space for longer descriptions, if necessary.ĭepending on the service you provide, you may want to bill by hours, quantity, or even a flat rate – look for a tool that gives you flexibility to bill whichever way your business needs and allows you to include items like sales tax. For example, if you're a dog walker, you may want to say something like “Walked Jack the beagle from 2pm-2:30pm on May 5.” Being clear and descriptive lets your customers know what you're billing them for, and that can save you time in follow-up questions. Including a service date is optional, but if you decide to note it, this would be the date you performed the service.īe specific. And if you’re sending internationally, we’ll automatically display the invoice date in the proper format for your customer.īe as clear as possible when describing the product or service you’re providing. Tip: With PayPal Invoicing, we’ll automatically help you calculate the due date. And, use this date format on your Word template to solve for international differences: Month (spelled out), date, year.

Make sure your invoice date, payment terms, and due date line up: if your payment terms are 30 days, then the due date should be exactly 30 days from the day you sent the bill. This should be the day you send out the invoice, not the day you created it. So, when Jane Doe (customer number 25) makes another purchase or hires you for another job – the fifth one this year – you could list that as #25-0005. (You don’t want your customers, or your team, to refer to invoice #492485720934.) You can work around this by breaking your invoice number into multiple parts, like using a unique customer number with a variable project number. But, that may not be intuitive and can quickly become a mouthful. The simplest is chronological – use the next number in the numerical series. There are multiple ways to assign invoice numbers. A physical mailing address is a nice to have. Make sure to include at least an email address and a phone number. Include your company’s name, phone number, email address, and company website.

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