How to Create an Invoice

The best way to create professional invoices is to use an invoice template to drag and drop your business branding into the template. You can then complete each field and use the prescribed formatting to ensure you include all the essential details!

You must include several specific pieces of information. These create a legally valid document and provide your client with necessary information to make their payment. 

An excellent invoice template can make the billing process substantially more straightforward. You can quickly enter customer details, the items you’re billing for, and the total cost, with bespoke branding and a format that demonstrates your attention to quality and detail.

Can I Handwrite an Invoice?

Generally, it’s advisable to avoid using any handwritten invoice formats purely because handwriting can be tricky to read, and there isn’t a guarantee you’ll include all the necessary information, since it’s easy to make a mistake.

The other consideration is that you need your business to portray a professional, competent, and reliable image. 

Using invoice templates ensures that even if you’re a sole proprietor, it appears like there is an army of administrative staff behind you. Plus, slick documentation and well laid out paperwork will impress any new clients!

Is it Easy to Create Invoice Templates?

Learning how to create invoice templates couldn’t be easier! You can create individual invoices if the task is a one-off. Still, if you’re expecting to raise regular invoices, you can save a substantial amount of time by using template software to fill in the invoice details.

Here’s how it works:

  • Choose your brand colors, drag and drop your logo, and enter the company details and contact information to be used as default.
  • Assign a unique invoice number – that might start at 01 or relate to a job reference or any other kind of categorization system you use!
  • Enter the information about the goods and services sold. If you offer a limited product range with a fixed price per unit, that might be something you can replicate on every subsequent invoice. Alternatively, if you’re invoicing variable costs, you can amend the unit count and value on each invoice.
  • Create a client profile. These can be used repeatedly, so if you save the name of the person or business, their address, and contact information, you can auto-fill future documents.
  • Customize your payment terms. Some invoices may be due immediately, others in 30, 60, or 90 days for example. You can either select a default term that applies to every invoice or adjust this ad hoc to reflect the date at which you require the payment to be made.

The beauty of invoice templates is that they’re as flexible and adaptable as you need them to be; while presenting the professional standards your customers expect.

Staff Member


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