Invoice Template

[Orville Marquez]

Useinvoice templates to increase your brand visibility. Help grow your business by providing invoices, that have consistent designs, to your partners and customers. Use Word to customize the color schemes and elements in your design. Create invoices using Excel templates so that the totals are automatically calculated when you incorporate relevant equations in the set up. Design your brand's logo and add it to the top of your invoice. You can also change the font in your invoice template to match your brand's overall theme. Send your customized invoices via email or print them out. Save your templates so that you can edit each one and change it as necessary. Update your invoice template as you elevate your brand's design and alter how your business website looks. Switch out invoice elements based on your customer's specific needs and share it with them once you're done. Keep track of your invoices and use them when managing your business finances and following budgets.

Don't put yoursef at risk by only storing your data on your computer or an external hard drive.

With Invoice Home, your customer data, documents, and reports are all securely saved in one place. Our software saves and protects your data and documents on a cloud based platform that you can access anywhere with WiFi. That means if your computer crashes, you still have access to the data you need to keep your business running safely.

You can even easily save PDF files of your documents or export Excel reports. So, there's no need to go through each invoice one by one to see how much you made, find out which customes you billed the most to, or find out which services are your best sellers.

A huge improvement from when you wrote invoices by hand or used other invoicing services.

An invoice template is a preset, customizable template that you can repeatedly use to invoice your customers. It is available in popular file formats like Word, Excel, and PDF. A free invoice template makes your professional life easier by getting you paid much faster, saving you time, and increasing your productivity.

The type of information you include on your custom invoice gives your customers clear, actionable information on what to do to pay you faster. To ensure that you get paid efficiently, be sure to enter your project details and business and customer information accurately.

Use a Microsoft Word template when your primary concern is having options in your invoice design process. Word is known for letting you design invoices, as well as various kinds of documents and reports. Customize your blank invoice template by adding vibrant images and tweaking its colors and fonts.

Boost your professional reputation and trustworthiness by sending PDF invoices to your customers. This Portable Document Format lets you send invoices the way they were originally created even after you convert them to PDF. PDFs are also highly secure. They can be password-protected, and each change to your invoice leaves an electronic footprint.

Square Invoices is an all-in-one invoicing software that helps businesses request, track, and manage their invoices, estimates, and payments from one place. Our easy-to-use software will help your business get paid faster by letting you request, accept, and record any type of payment method. The Square Invoices free plan has everything you need to send unlimited invoices, estimates, and contracts, while the Square Invoice paid plan has time-saving tools for streamlining your work and billing needs. Compare plans on the pricing page.

A manual invoice process, such as creating invoices with Microsoft Word or Microsoft Excel, can be time-consuming and difficult to manage. E-invoicing lets your business automate invoice processing and save time by tracking key invoice data such as open invoices (also known as outstanding invoices). It also helps you manage late payments more efficiently with payment reminders you can send your customers before an invoice due date.

Yes, Square Invoices offers integrations to the most popular accounting software providers, including QuickBooks Online and Xero. With Square, you can seamlessly import payments processed with Square Invoices to your accounting software for accurate recordkeeping.

Yes, you can create recurring invoices by signing up for a free Square Invoices account. When your customers receive your invoices in their email, they can then pay it online. Card-on-file payments are charged automatically. Depending on your payment transfer preferences, you could have the funds in your bank account as soon as the next day or instantly for a small fee.

An Invoice Template is a pre-designed invoice layout with fillable fields. Simply enter the pertinent information, and the template does the math for you. Invoice Templates enable businesses to create invoices quickly and efficiently and streamline their operations. Our templates are easily tailored so that you can show off your brand logo and colors.

To send an invoice, download the completed invoice to your computer. Then, you can email it to your customer, print it and send it via post, or both. To ensure efficiency and get paid fast, you can also use FreshBooks. FreshBooks makes small business invoicing and billing simple with features like Automated Recurring Invoices, Payments, Payment Reminders, and Retainers. Once you enter the necessary information into the platform, the software generates the invoice and sends it to the customer. They can check out the invoice on the portal or their email.

Every business has different invoicing needs. The best software is one that not only allows you to send professional, branded invoices but also integrates with your bookkeeping and accounting software to save you time and money. FreshBooks is an easy-to-use solution that allows you to send invoices in seconds while making it easy for clients to pay invoices. All while ensuring you are ready for tax time and clear on the financial health of your business.

Looking for the right invoice template? Download one of our free, easy-to-use invoice templates to get started. If you need a more customized invoice template for your business, check out our online invoice generator for a simple way to create custom professional invoices.

Microsoft Word is designed for general documents such as letters and reports. You can usually make quite good-looking documents in Word. However, it can be quite a pain to add line items, totals and calculate taxes. There are always some unseen and immovable margins at work. Do yourself a service and skip making a template from scratch. Instead use one of the many free invoice templates provided here.

Hi @SRom, yes, it would be a manual add of the snippet in the comments portion. I looked into workflows briefly and don't think it's possible to use workflows. HubSpot is working to build out API capabilities, including the commerce API, so maybe when that's available a snippet could be added automatically when an invoice is created.

The other option is to add the reg. # in your company name or address but this updates globally for not just invoices but things like quotes. To update, go to Settings > Account Defaults > Company name (under company information section). You also have two address lines, so you could possibly use address line one as Registration Number: 12345 and then populate the rest of your address information below it.

If that's not what you're after, you could always create a snippet with the information you want and populate it in the comments portion of the invoice; however, this would be at the bottom of the invoice.

Why in the love of Pete would it ever make sense to have our Logo on the left and our return address on the right of the invoice template? We use standard number 9 two window security envelopes, common to the free world. Does anyone else like to save a bunch of effort and simply fold and stuff rather than print a label or print on the envelope? Saves a ton of time and resources if we can swap the return address and logo locations. Ain't nobody got time!

I wonder if you could toggle the image on invoices specifically to be a version of your address? Except now that I think of it, I think it pulls the related logo that you have uploaded to the business unit.

The standard invoice template is very limiting, and it can be frustrating to have no control over how it looks, what's included (or not included), and etc.

For example, traditionally we have our mailing address as well as a contact email and contact phone number at the top of our invoices.

The invoicing tool doesn't allow for this at all.

The quote tool allows for custom templates, and extending quote template customization to the invoice tool seems like a logical next step that would solve some other problems I've also seen among customers on these forums.

Yes, please! I am exploring using the HubSpot for invoices instead of QB and/or along with but it is very limiting that we can't customize the invoice including adding additional information on the footer rather than having to add a Comment each time

Hi everyone, my name is Tina and I'm a product manager at HubSpot. We are building the ability for invoice users to include additional fields that are displayed on HubSpot invoices. If you would be interested in getting early access to the new feature and help us test it, please let me know by shooting me a message! Thanks!

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