Invoicing basics: How to send an invoice.

Learn the basics of setting up and sending invoices for your business, as well as tips on how to make the process more efficient.

Setting up your invoicing system.

In order to collect payment for your goods or services, you’ll first need to determine your preferred method of invoicing. This can be as simple as creating a template document that you can edit. You could also use accounting software that generates professional invoices for you.

Sending your invoice.

Once you have your invoice ready, the next thing you’ll need to decide is how to send it.

You could send a paper invoice in the mail, of course. But invoicing by email is the quickest way to get paid, since your client or customer can instantly review the information and process the payment. Email is also the quickest way to follow up if there is a delay in payment processing.

Whether you’re sending an invoice through your personal or business email, you’ll want to include a brief note referencing the invoice in the body of the email and then attach the invoice itself as a separate PDF. Some companies may want to print a hard copy of your invoice or download the file for recordkeeping, so you should avoid pasting the invoice directly in the email.

If you’re using accounting software, the invoice can be sent via the platform to your client’s email address on file. Usually, an editable email will be auto generated for you, and the invoice will be shared as an attachment.

Make sending invoices more efficient.

If you find yourself invoicing often, there are a few standard practices that can help speed up the process. Consider creating:

Whether you’re a freelancer or the owner of a company, understanding how to invoice someone is an essential element of your business. Keep yours moving with electronic signatures for invoices and other professional documents.

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