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3 Tips for Creating Custom Invoices for Your Small Business

  • April 25, 2022
  • By Saved by the Cents
  • 0 Comments

Are you running a small business? Are you having trouble creating an invoice for your vendors?

You should consider creating custom invoices for your business. This is always better than using a generic invoice from a third party.

A business invoice can serve as marketing for your company and is also the best way to keep track of your cash flow.

This short guide will show you how to create custom invoices for your business.

Here’s what you need to know:

1. Start With a Template

You want to download invoice templates to help you get started. These offer a format that is easier to edit. They’ll also help you save time compared to creating an invoice from scratch.

You want to stick to a template that fits on one page. Choose one that has an easily readable font and that breaks down the invoice into sections.

Make sure you always keep a copy of your favorite template in a read-only format. This helps you revert to the original when you make a mistake in creating your custom invoice.

2. Basic Information

Now let’s look at some of the basic information you should include on your invoice.

You should always include your company’s logo on the invoice. This makes it easy for your vendors to find your invoice among the countless others they’ll have.

Place your company’s information on the left side of the invoice. Your vendor’s business information should be on the right side of the invoice.

Here’s the information you should include for both businesses:

  • Company Name (including legal designation)
  • Company Address including country
  • Company Business/Tax ID number
  • Email and Phone Number

Make sure this information is written in bold and is in a large font, at least size 14. This makes it easy for both parties to sort their invoices among a plethora of other documents.

3. Making a Simple Invoice

Now let’s look at how you can keep your invoice simple while including all the necessary details.

In the center section of your invoice, write down the product or service for which you’re collecting money. This should be listed on the left side. On the right side, including the amount requested. Make sure you include the symbol or code of the currency.

Underneath this amount, place the number of the taxes owed if applicable. Include a third section that lists the total requested — including taxes.

At the bottom of the invoice, provide instructions on when the vendor should send the payment. Include instructions on how the vendor can send the payment.

That’s How to Make Custom Invoices

Now you know how to make custom invoices for your business. This simple guide ensures that you can make invoices to sort your documents.

Start with using a template to customize your invoice to your liking. Make sure you include the basic information regarding both companies on each invoice.

Afterward, you want to include information on the products or services that were offered. Make sure you include clear instructions on how your vendor can pay you.

You can find more great business tips on our blog!

By Saved by the Cents, April 25, 2022
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