How to use templates to make a PDF invoice for your clients.

A man reviews different templates to create a new PDF invoice to send to clients.

Create and share a secure PDF invoice with these steps.

Digital invoices are becoming a business basic — you can create, send, sign, and save them on your computer, sparing you paperwork, storage space, and the headache of recordkeeping. Digital invoices also allow for flexibility and customization. Learn how to create PDF invoices and collect payment with fewer complications.

Create a PDF and share your fillable PDF invoice.

Align your digital invoice with your tax filing and accounting needs. Also keep in mind how clients prefer to pay. Include payment options for debit or credit card, bank transfer, or third-party payment apps.

Invoices sometimes require an approval signature, so make sure your invoice is e-signature equipped. E-signatures are legal and binding across the U.S., and in many other countries as well.

You can create a digitally fillable, signable invoice template in Acrobat Sign. First create your document in your application of preference — Word, Excel, you name it — and then follow these steps in Adobe Acrobat:

  1. Click Tools and select Prepare Form.
  2. Select your file. Acrobat will analyze your document to create a fillable PDF.
  3. Add new form fields with the top toolbar.
  4. Save your fillable PDF.
  5. Share with your client for secure completion and signing.

PDF invoice examples.

There are many different types of PDF invoice templates out there. Understanding what you can do with PDFs and PDF invoices is an essential step to help you walk away with the best possible PDF invoice for your needs.

A common PDF invoice example you might run into is with business expenses such as for goods and services. Often, vendors will use an invoice template or a branded PDF invoice from their accounting tool, tabulating all relevant charges as separate line items. You’ll see key invoice features, such as a reference number, cost per item/service and contact information.

You might also use PDF invoices for your business or organization, leveraging them as a way to keep your billing as organized as possible.

Create sound contracts and invoices.

Creating your own PDF invoices just got a lot easier. Adobe Acrobat is your top resource to create, send and sign secure PDFs, fitting seamlessly into your workflow with user-friendly integrations and simple step-by-step processes.

Create PDFs, send, sign, and share your invoices all in one place for business made easy.