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Basic Invoice Template for Excel, PDF

Don't want to mess around with design? This free basic invoice template is perfect for you.

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    Available for Excel & PDF

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    Template Highlights

    • Add your company logo and website URL to make things official
    • Don't forget the Billing and Shipping fields
    • Enter the receipt number, the date, and the account number, if you have one
    • Next, fill out each line with a description of the product and how much it costs
    • Add any discounts, tax, and shipping at the bottom
    • Let the customer know which methods of payment you accept
    • Insert your terms and conditions
    • Download it as a PDF or Excel file
    • Print it, email it, push it, push it, to the limit, limit

     

    What is a basic invoice?

    A basic invoice is a document that outlines the transaction between a buyer and a seller. It itemizes the exchange by recording the products delivered or services rendered and their respective costs and acts as a formal payment request from the seller. 

    Benefits of a basic invoice

    A well-made invoice offers several benefits to a business:

    • Record keeping: An invoice helps with record-keeping for both sellers and buyers. You can use invoices to track sales, expenses, and transactions for accounting and financial reporting. 
    • Improved cash flow: Melio found that 59% of American small and medium businesses struggle with late payments. By sending a clear invoice on time, you may have a chance of beating those odds and getting paid in a timely manner.  
    • Legal protection: A detailed invoice shows the agreed-upon terms for the products or services. It can be convenient if you’re enforcing late fees to encourage customers to pay on time. 

    How to create a basic invoice

    Creating a basic invoice for your business is a straightforward process. Here’s a step-by-step guide:

    • Gather information: An invoice contains information about the transaction and the involved parties. So, you must collect all the necessary information before preparing the invoice, including: 
      • Your business name and contact information
      • Customer’s name and contact information
      • Description of products or services
      • The associated cost of each product or service
      • A unique invoice number
      • Invoice date and payment due date — and payment term
    • Use a template: Instead of creating an invoice from scratch, you can use great templates like HubSpot’s free basic invoice template — available as an Excel and a PDF template.
    • Customize the template: Once you have chosen a template, make it your own by populating it with the data you gathered in the first step.
    • Review and proofread: Review all the items on the invoice to avoid typos or missing zeros.
    • Send the invoice: Save your invoice as a PDF or print it and then send it via email, mail, or your chosen communication channel. 

    Frequently Asked Questions

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