It is still good to double-check to make sure you are invoicing your client the correct amounts. This way, all sections are already on it, and you need to enter your information and perform calculations.įor PDF invoice templates created using a spreadsheet program like Microsoft Excel or Google Sheets, the formulas should be in place, so you only need to enter the information, and the amounts are calculated for you. Create an Invoice with Invoicer.aiĪn easier way to create a PDF invoice is to use a premade PDF invoice template like the one at the top of this page. Pros: you have complete control of the look and layout, and it doesn't cost you anything.Ĭons: time-consuming, you need word processing or spreadsheet software, harder to stay organized, keep track of invoices, you need to perform calculations manually, you need to format an invoice manually, and it is difficult to know the invoice status. The pros and cons of manually creating your PDF invoice template When in doubt, you can always pick up the phone and call them to make sure they received the invoice. Getting it in their hands faster means you should get paid faster. We recommend email or text since it is the fastest way to get the invoice to your client. Now you can send it to your client by email, text message, or print and mail it. Once you are satisfied with your PDF invoice template, save it as a PDF file so you can use it again. Style it with your choice of font, colors, and logo. Triple check your calculations to make sure you are charging them the correct amount and have applied taxes, discounts, and deposits correctly. Do a print preview so you can see how it will look if you or your client prints the invoice. Pay special attention to the layout and formatting. Once you have all of that information, create sections in your word processing or spreadsheet software to enter the data. How to format and style your PDF invoice template You can say things like, "Thanks for your business."
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