If you don’t have a business name, type your first and last name. You may also include your middle initial if desired. Use Arial, Times New Roman or another professional font for the heading. The font size should be bigger than the size you’ll use for the body of the invoice.
If you use your personal phone number and email address as your business phone number and email address, include those. To make your contact information appear more readable, consider typing it on several lines. For example, 2005 Rodeo Drive Los Angeles, CA 90010 555-666-1234 junedesign@email. com
It is not necessary to include a company logo, though it can help lend your invoice a professional air. If you don’t have a logo and wish to make one, see How to Make a Personal Logo.
If you are invoicing a person, rather than a business, include that person’s name and the address and phone number you have on file for that person. If you don’t have an address and phone number for the business or person you are invoicing, include an email address instead.
The invoice number. Type INVOICE: followed by the number. Since you are the one sending the invoice, you may choose the numbering system that works best for you. You can number your invoices numerically (1, 2, 3, 4) or by date (for example, 2010-10-16, for the year, month and day of the invoice). If you choose the latter, you can add “-01” to the end to differentiate between invoices sent on the same day. In any case, make sure you number your invoices in sequential order so you don’t confuse yourself. The invoice date. Even if you choose to number your invoice by date, you should clearly write the date on a separate line. The invoice due date. If you have an agreement with the business you are invoicing about when you can expect to get paid, write that date as the due date. If you don’t have an agreement, figure out the standard pay-by period in your industry; in most cases, it’s 30 to 45 days.
If you charge a late fee, quickly outline this as well, if you haven’t outlined it somewhere else already, like in a contract. Include your tax identification number, if applicable. Laws vary by municipality, so be sure you know your local tax code if you are to collect sales tax or some other usage tax, like the hotel tax.
5 columns with the following headings: Services. This is where you list the task you performed, such as copyediting, or the item that was purchased from you, such as handmade jewelry. Date. Write the date the service was performed or the item was purchased. Quantity. Write how many pages you copyedited, how many pieces of jewelry were purchased, etc. Rate: Write the rate you are charging for the services or items. If you charge by the hour, write the rate as $00. 00/hr. Hours. If you charge by the hour, write how many hours were spent performing the service. Subtotal. Write the total amount you are charging for the service performed. One row for every separate service performed for the client, followed by a final row reserved for the total amount you are charging the client for all services.
