They will want to know the scope of your work so they understand what they're paying for. Leave a field open for including creative details the client or customer would like to see. It's not enough to just list services rendered you'll also need to include some detail on the actions you performed. If you're the one with a user portal, then standardize what your format will be. Some clients may have a specific portal where you can upload and download invoices in specific file formats. Unless they have specialized software, a picture won't let them do that. Clients may want to copy and paste details and text into other documents. jpg form or any other picture file extension. It is not a good idea to submit your invoice in. Whether you're sending your invoice as a pdf, a Word document, an Excel spreadsheet, or some other format your client requested, check to make sure it prints and displays properly. If the invoice is long enough that it needs to stretch onto a second page, that's fine, so long as the invoice is still readable. Since many clients will want to print your invoice for their records, design it so that it fits on an 8 1/2 x 11" sheet of paper. They want to know they're doing business with a genuine, professional company that's willing to pay a designer to give their brand credibility. Graphic design makes your invoice look more professional and, by extension, makes you look more professional, too!Ĭlients expect to see a logo on professional-looking invoices. Gives an otherwise sparse invoice a better visual first impression.Makes it stand out in a pile of other invoices.Identifies at a glance who the invoice is from.This is more than just a bit of creative branding. When you create an invoice, display your logo in a prominent location. Here's a chance to once again cement your brand into your clients' minds. Here are our 9 top tips on how to effectively design an invoice. It also helps you keep your invoices straight for tax season! The best tips for designing an invoice If you ask whether Invoice 34 has been paid, the big "34" on your invoice tells your client or customer that they've found the right one. This may seem trivial, but it can ensure your invoice is found if it gets misplaced. State a date by which you expect payment and exactly what your next step will be if payment isn't received. Non-payment conditionsģ9% of all invoices are paid late. List payment methods in order of preference and make sure to include a due date. If you're billing for hours worked, be sure to include the dates and number of hours. Description of serviceĭescribe the work you performed, services rendered, or a product you sold. You should also include the name, department, and title of the person who is your main contact if it's not the owner. This should include the customer's name, address, phone number, email address, and the name of their business, if applicable. Include your name, address, phone number, email address, and the name of your company. 61% of all late payments are due to incorrect or confusing information on invoices, so making your documents easy to read is essential! Necessary details for invoicesīefore we discuss design in detail, let's talk about invoice 101, the information you need to present to your clients or customers so the money they owe makes it into your hands. Using solid graphic design to bolster your invoice's readability helps you get paid faster.Īn easy-to-read, aesthetically pleasing invoice is less likely to get lost in the shuffle in a company's billing department. Like any document, an invoice's purpose is to convey information. While an invoice is ultimately a bill you send to clients, there are still best practices to follow. You might be wondering: Who needs to worry about invoice design when an invoice template or free invoice service does the work for you? Well, these services only work well if you know what an invoice is supposed to be. With these tools, you can enhance your invoices, making them another way to show customers the value of your brand! Why YOU should recognize good design These days, you can submit invoices through an app, download invoice templates, or even use an online generator that creates a custom invoice. The point is to get paid, not wow people with graphic design, right? Does a professional invoice need any design? Yes! An entire article devoted to designing an invoice might seem strange.
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