Create an invoice template.
Learn how to build an editable invoice template PDF that you can send to clients, so you won’t need to create new invoices after every job or order.
Templates are a great way to save time and energy so don’t have to create brand-new documents for every occasion. Since many businesses send dozens of invoices every month, they’re perfect template candidates. Here are some tips for creating the ideal invoice template PDF.
What to include on your invoice template.
When building an invoice template, it’s essential to include all the correct information. That way, your clients can understand exactly why and for what they’re being charged.
Include spaces for at least the following information on your invoice template:
- Your company name and contact information
- The term “invoice”
- Invoice number
- Client’s name and address
- Date the invoice was issued
- Due date
- Description of services or goods
- Cost of each line item
- Total amount owed
- Payment terms and methods
You should also leave a space at the bottom of the invoice for signatures. Signatures show that both parties read and agreed to the terms of the invoice. This ensures there won’t be disagreements down the road.
If you don’t want to create your own invoice template, plenty of editable invoice template PDFs are available for download online.
Create an editable PDF.
Most invoices today are electronic. To ensure your invoice formatting stays the same no matter what device your client uses to view it, it’s a good idea to save your template as an editable PDF.
You can convert your template file to a PDF right on your device or using an online PDF editor like Adobe Acrobat online services. You can also avoid dealing with printers and scanners by using e-signature software that lets clients and teams sign invoices with the click of a button from any device, simplifying the approval and acceptance process.
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