What Are the Benefits of Using an Invoice? But for an invoice to be complete and efficient, it must be drafted using a great blank invoice template. It’s a formal document that underlines the terms of the purchase and makes it easier for the client to make the payment. It’s a detailed list of the items, the individual price, taxes, and the final cost. It’s a type of bill that the seller issues for the buyer to know the exact amount they need to pay for the products or services they have purchased. The invoice is one of the most critical sales documents. So, to accomplish that, you need to use an excellent invoice template. Once they have chosen your product or service, the last thing you need to do for the purchase to be complete is to issue an invoice.Īpart from leaving a great impression on your customer, the invoice also has the crucial role of making sure they pay the correct amount for the item they bought from you. If you are a freelancer or a business, regardless of the field you operate in, a good relationship with your customers is essential. If you are looking for a template for your business, you can get a free sample from CocoSign now! Looking for a Simpler Invoice?įor those looking for an editable invoice in either PDF or Word, download the simple invoice – this form contains bare-essential fields and minimal colors and is ready to be customized to the preferences of the providing company, sole-practitioner, or freelancer.Using an invoice format in Word is an excellent way to create a well-organized and presentable invoice for your clients. Step 4 – On the “Copy document” screen, click “Make a copy” to download the invoice to the user’s account. If the password is unknown, select “Forgot password?” to reset the password for the Google Account. Step 3 – Enter the password for the Google Account and click the blue “Next” button. If “Sign In” appears, enter the email address or phone number of the Google account that would like to be used. Step 2 – If “Choose an account” is displayed, select the Google Account that would like to be used to save the invoice, and proceed to the next step. If the “Copy document” page appears, proceed to Step 4. If either of those screens are shown, head to Step 2. If the user is currently signed out of their Google Account, they will be brought to a screen that either says “Sign In” or “Choose an account”. Step 1 – Click either the green or blue button next to the invoice type that would like to be used. For formats in PDF (.pdf), Word (.docx), or Excel (.xlsx), visit the Proforma Invoice page. Out of the 4 invoices above, this is the most comprehensive. The Shipping (Proforma) Invoice is very similar to the Sales + Product Invoice, with the major difference being that it is designed to be used with a company that also needs to ship goods to the customer or worksite. Click the link below to download the Service Invoice in Google Sheets. Some professions where this invoice is commonly used include Attorneys, Consultants, Medical Professionals, Graphic Designers, House Cleaners, and Artists. The Service Invoice should be used only when a service was conducted for the client. Essentially, anyone that requires payment for a good can utilize this invoice. Examples of who would use this invoice include Retail companies, Salesman, Online Merchants, and several others. Use the Sales Invoice if a company is selling a product to their customers. Examples of professions that should use this invoice are Mechanics, Contractors, Landscapers, Photographers, and HVAC Workers. This version should be used by companies or workers that need to be reimbursed for materials that were purchased or sold to a client in addition to service(s) that were rendered to the client as well. For formats in Adobe PDF, Microsoft Word, or Excel, visit the Blank Invoice page.ĭownload Google Sheets Download Google Docs With limited color, basic fields, and a minimalist design, the Simple Invoice is ready to be customized to a company’s theme, or left alone to appear clean and professional. To aid in selection, a brief description of each invoice has been included as well. Below are the download links to 5 Google Sheets Invoice Templates.
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