If you’re a freelancer who has been conducting business but are wondering how to invoice a client without actually being a company, you’ve come to the right place. In a nutshell, if you;re an individual offering services or products to different customers, and want to invoice your clients for these, there are a few things that you must think about first. Since there is every possibility to make some mistakes, it’s better to consider these few things when trying to understand how to invoice without a company.
The Enforcement and Legalities to Keep in Mind
Since you will want to send an invoice, it’s better to think if the invoice will stand up legally — just in case if something happens. Even an experienced person will have difficulty understanding the legalities. That’s why the first question that you need to ask yourself is whether the invoice is legal or not. In most cases, the invoice that you will send should be fine. However, there are a few instances that may cause some troubles, including:
- The rate charged is higher than the contracted rate.
- The invoice includes some fraudulent charges such as services and fees that were not previously rendered.
- It’s intended for funds, however, you try to give it an invoice look.
In simple terms, the invoice that you will create must have details about all the products and services that you have offered to the client/customer. It should have the breakdown of the fees that you have charged.
The basics of invoicing as a freelancer
What will make the invoice legal will largely depend on the agreement that you have had with your client. Better to have everything in writing beforehand in the most clear and concise manner possible. This will make the invoice making process a lot easier. The invoice must have all the information about the services and products that you promised to offer.
The invoice should also have your Tax ID. If you use a social security number, it must have that. In case you’re in the UK, you should include a national insurance number. Along with that, ensure to include all the services and products that you have offered to the client or customer.
Unless you have made an agreement with your client or customer to send an invoice for every purchase that has been made, you’re not under any compulsion to send invoices for every purchase that has taken place. There are many individuals who send an invoice to their customer or client upon completion of the service. That will be monthly, or it can also happen in any interval depending on what you and your client have agreed upon.
What to include on the invoice
While creating an invoice, there are few things that must be included in the invoice.
Contact details, client’s name, and your name
The invoice that you will send must have your name because it is you who’s running your service or selling your products. Add your address as well as contact details along with your client’s name.
Unique invoice number
Unique invoice number is essential to have because that’s how you will be able to differentiate all the invoices.
Date and the due date
Mention the date when the invoice was sent as well as the date of the payment that is due.
Directions for making payment
Include the type of payment methods that you accept whether debit card/ credit card, PayPal, etc. If you have a payment link that you can include, add that as well.