How to: create the perfect invoice

Knowing what to include on your invoice can help you get paid quicker – as there’s less chance it will be rejected due to missing information, and it will be easier to track if you have a query. So, what should you include on the perfect invoice?

There are a few ways you can make sure your invoice is set up right to get you paid quickly and without any push back.

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1. Use accounting software to create the perfect invoice

One of the easiest ways to create the perfect invoice is to use a digital software package or app, such as Quickbooks or Xero, then the chances are you can automatically generate invoices containing everything you need to get paid as quickly as possible. These will automatically populate the core information you need and highlight anything that’s missing.

2. Download a template

Loads of sites across the internet allow you to download invoice templates, which you can automatically populate with your own information. These are useful if you want to create the perfect invoice – but it’s important to use the right one for your type of business (whether you are a sole trader or a limited company, for example).

3. Make your own invoice template

If you want to make your own invoice template, these are the things you should include:

  • A unique identification number or reference – so they can easily track it if you need to make a query
  • Your company name, address and contact information
  • If you’re a limited company, you must include the full company name as it appears on the certificate of incorporation.
  • The company name and address of the customer you’re invoicing
  • A clear description of what you’re charging for
  • The date the goods or service were provided (supply date)
  • The date of the invoice
  • The amount(s) being charged
  • The VAT amount if you are charging VAT
  • The total amount owed – nark this clearly as the total so they are clear about the full amount.

It’s also worth making sure your invoice template is well designed and professional looking, including using your branding if you have some.

However, although we can help you create the perfect invoice, just creating the invoice will not ensure prompt payment. For that, you will need to ensure you only work with organisations that have a positive rating on Checkpapyer.com.

Discover more about getting paid on time here.