How to invoice customers or clients the proper way.
Learn the best way to invoice customers, including how to use templates, which information to add, and how to simplify payments.
Create an invoice template.
Invoice templates are the best way to simplify the billing process.
When you have a template, you don’t have to worry about coming up with new designs, adding your logo and business information, or remembering which information blocks to include every time you want to invoice someone. You can simply pull up a blank invoice, add the product or service details, and send it to the customer.
If you’re not sure how to create a template, you can easily download free invoice templates from the internet.
Include all the important information.
Give your customer all the information they need to understand exactly what they’re paying for, who they’re paying, and how they can make payments.
Make sure you include at least the following information in every invoice:
- Your business contact information
- The client’s contact information
- Invoice date and number
- Each product sold or service rendered
- Total amount due
- Payment terms
Once the proper information is added to your invoice template, it’s ready to send to the customer or client.
Make it easy to accept and pay invoices.
Learning how to invoice someone doesn’t stop with sending the invoice. The final stage of the invoicing process is the acceptance and payment.
The easier it is to make payments, the faster customers will pay your invoices. Set up a way to accept online payments to make it easy for your customers to pay using a credit card or other online payment option.
If your business requires customers to sign invoices, adding anonline signature using software powered by Acrobat Sign is a great way to speed up the invoicing process. Your customers can accept and pay invoices without needing to meet in person for signatures, or deal with copiers or fax machines.
Explore more about what Acrobat Pro with e-sign can do to simplify the invoicing process.