If your firm is based on client service or services, invoicing will be a significant component of your day-to-day administration. This article provides best practices for all aspects of…continue reading
15+ SAMPLE Customer Invoice
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What is a Customer Invoice?
A customer invoice is a simple document that contains the costs that a client has to pay to a seller. It is given to collect the payment that is due from him or her. A customer invoice is usually given after customers have received the products that they have purchased or after services have been rendered to them. Customers’ invoice is the simplest way of how sellers can have the payment that they need. Convenience can be one of the invoices meaning in business. Create a personal invoice or create a customer invoice and you can be sure that you can have your payment in the fastest way. Most invoices are electronic, so you do not have to go to the client’s place just to get your payment. In seconds, you can have your payment. This is the best way on how you can demand payment. Even if you may experience a customer refusing to pay an invoice, creating an online invoice still is the best way of how you can gather payments. Most customers prefer to pay through invoice because they will get the products or services first before paying. But on the part of the seller, this can be also good because they can have more customers that will buy from them. This is one of the benefits of an invoice. Adding to its convenience, you can secure customers because the payment method has a favor for them. So, create invoicing to help your business grow and to get your payments on time.
Elements of a Customer Invoice
Are you looking for a customer invoice sample? Are you about to make a customer invoice? Are you having difficulty because you do not know what to put in it? Or you do not even know what does a customer invoice looks like? Are you wondering what a customer invoice contains? Read the following and know some of the elements of a customer invoice:
Every invoice has a date. You should put the date when you have made the invoice. Usually, this is also the date when you will give the invoice to the customer. This denotes that the invoice has been given on that particular date and that you will count the time for the due date of the invoice. If the invoice will be due in 15 days, you will count 15 days from the invoice date, and that is when you will receive your payment.
All of your invoices should have an invoice number. This will help you to keep track of your invoices better. If ever you will have an inventory, the invoice number will help you to make it easier. If ever a problem will happen, the invoice number will also help you track your invoices.
You should include the purchase date in the invoice. You should put when you have given your products to the buyer or when you have rendered your services to him or her. This is to specially denote that the buyer has received the product or service.
The invoice will not be complete if you will not put the seller’s data. You must include the seller’s name. Add also the contact information. You should put the address, email address, and contact number. This is to ensure that if the buyer will want to contact the seller, he or she will have the means to do it.
After you have included the seller’s data, it is time for you to include the buyer’s data. Like the seller, you must put the buyer’s name in the invoice. If the buyer is a company, put the name of the company. Then, add the address, email address, and contact number.
Of course, you should tell the products or services that have been received by the clients. Describe the products or services that have been purchased. List the items if there is a need for it. Do not forget to include everything that the buyer has bought from you.
Cost Per Unit
After listing all the items that the client has purchased from you, you should put the prices opposite them. Put the cost per unit so that you can give a clear breakdown of the items purchased. Be careful and accurate in putting the costs. Be sure that it is the amount that the buyer is expecting to pay. You must avoid any dispute at all costs because it is how you can keep your clients.
You have to mention some terms and conditions in the invoice. The client has to know all the terms that you have to make the invoice successful. Stating the terms will make the buyer follow what is necessary to complete the deal with you in the right ways. Both of you can have the right expectations.
Tax rates are included in the invoice. You must put how much tax the client should pay. You can put the percentage and put the amount opposite it.
Then, you should be clear with the total amount that is due to the buyer. Calculate all the costs and get the total amount and write it accurately in the invoice. This is the amount that you will be expecting to get from the buyer.
At the end of the invoice, you can allot a place where you can put personalized notes. This is the place where you can leave a special message to the clients. Maybe you can thank them for ordering from you. Or you can write a professional note reminding them of your next best offer. You can start to build a good relationship with your clients by using customer notes on invoices that can bring them a smile.
Uses of Customer Invoice
Whether you are about to make a professional contractor invoice or a customizable invoice, you should first know its use. This will help you to create a better invoice. The following are the functions of a customer invoice, so if you are curious, come and read them:
Tips on Customer Invoice
The best way to invoice customers is to send the invoice early. You should use customer invoicing software or customer billing software to ease your work. These are some of the tips that you can apply in a customer invoice. Continue reading and learn more tips that you can use in your invoice:
How to Create a Customer Invoice
Are you searching for a customer invoice template or a customer invoice example? Do you badly need them because you are going to create a customer invoice? We have some steps that you can follow in making a customer invoice. Read and consider the following:
Step 1: Make it Professional
You have to know that your customer invoice should be professional. It should look professional. To start with, you can search on the internet to know what a professional invoice looks like. Then, use a word processor or Excel in creating an invoice. You can use templates so that everything will be easier for you. Just be sure that you can create an invoice that is professional enough when seen by others.
Step 2: Personalize the Invoice
After you have opened an Excel file or have chosen a template, you can start creating the invoice. Mark the document as ‘Invoice’. You must put this word. Then, choose a unique identification number for the invoice. This will be the invoice number that will make it unique from all your invoices. You can use a series of numbers or letters with numbers at the end, having the initials of the clients.
Step 3: Add the Buyer and Seller Information
Then, at the top or bottom of the page, put the name of the seller and the buyer, whether the name is of a person or a company. Include the contact information opposite their names. You should put the address, email address, and contact number. The buyer and the seller should know how to reach each other, so this information is vital.
Step 4: Add the Products and Price
Then, the most important details in the invoice should be placed. Put the description of the products or services that have been purchased by the buyer. Be clear in stating the items that you will require payment. You may not be paid in cash, but through the invoice, you will get the money that the buyer owes you. So, be clear in including the price of the items that have been delivered.
Step 5: Mention Payment Terms
The invoice should have payment terms. You can quote them in the last section of the invoice. The terms will dictate to the buyer what to do if ever he or she will have any problem. These also state your expectations. Give a payment method that the buyer can use. At the last part of the invoice, leave a space where you can put some notes to the buyer. You can thank the buyer or tell her or him to buy again.
When Should I Send the Customer Invoice?
A customer invoice is usually sent after the goods have been delivered. It can be sent through email or through using electronic payment platforms. Be sure to send your invoice just after the buyer has received your products.
Is Invoice Better Than Receipt?
Yes, an invoice is better than a receipt. you can attract more customers by using an invoice. It is because they can get your products first. Besides, you can better track your sales by using invoices. And you will not have stacks of receipts that you should assess.
We cannot do anything about it. Nowadays, the invoice is widely used and we cannot go back to the old ways of using a receipt. So, you have to know how you can expedite your payments using invoices. You have to get used to it. Do you need a template for a customer invoice? This post has 15+ SAMPLE Customer Invoice in PDF. You can pick any of them that you will want to use. Download now!