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An invoice template is a pre-filled layout that makes customizing each invoice for your work faster. The template includes necessary fields for each invoice, so adding specific information about the client, work completed, amount owed, and payment terms is easy.
Creating an invoice template with Indy is easy. Here are the steps to follow:
After these steps, you have finished your basic invoice template. When you are ready to use it, simply add the final details, such as the customer information, invoice number, specific work completed, and due date.
An invoice template will do at least two things for you:
Indy’s Invoices tool will help you save time and project a professional business image.
We’re biased, but we think Indy’s Invoice Templates are brilliant. They are not too complicated, so anyone can edit them. We included all the tools you need to create a beautiful, professional invoice template without learning any complicated design or bookkeeping software.
We mentioned the time savings and professional appearance already, but there is one other enormous benefit to using Indy for your invoices: seamless workflow. You can create an Indy account to keep your proposals, contracts, time tracking, invoicing, messaging, project approvals, and payments all in one place. Manage everything together to save time, earn more money, and look like an admin boss while you’re doing it.
Absolutely! All our templates can be customized with your branding information, including your logo, name, contact details, and brand colors to make sure everything looks smart.
Sure. You can add these as a note on your invoice. However, we think it is more secure to use a recognized payment method. Our invoices support Stripe, PayPal, and Zelle. These keep your bank information private while giving customers multiple payment options.
Yes, you can edit them to add line items, notes for your clients, specific rates for any work completed, your business and branding information, and payment methods.
Word is one of the most widely-used document programs on the planet. Word gives you many options for creating a gorgeous invoice template with custom fonts, colors, layouts, and tables. Word also lets you save files as templates, so creating new docs and invoices is simple. You don’t have to begin with a blank page, though. Use our free MS Word invoice template to jumpstart your invoice creation.
Excel is the spreadsheet program of choice for many business owners. You can use Excel to create a template with formulas for calculating the total. Excel is the best program for using and managing formulas and calculations. One drawback is that fewer people have immediate access to Excel, but you can export your invoices as a PDF to avoid this problem. If you are ready to get started, check out our Excel invoice template.
If you don’t use Word, then you probably use Google Docs. It offers many of the same layout and customization options as Word, so you can create your own invoice and presentation. Many people prefer Google Docs because it’s easy to share files through Google Drive. Your customers may also have Docs on their phones and tables, so it’s more mobile friendly. We created a nice Google Docs invoice template to help you get started.
Sheets is an alternative to Excel that works in the Google app ecosystem. It offers many of the same formulas and layout options. Sheets lets you email copies to people as a PDF to avoid any access issues when people do not have Sheets installed on their phones. Sheets are also shareable and accessible on many Android smartphones and tablets. Jump into our Google Sheets invoice template to get started.
We also offer a PDF invoice template you can download and customize. This may be a good option to ensure customers receive their invoice in a format they can open on mobile devices. PDFs are less easy to edit, though, so you may face a slightly steeper learning curve. The great thing about PDFs is they show up looking the same everywhere so your pretty formatting will always look good. The easiest way to create a nice invoice PDF is with Indy Invoices — give it a try for free today.
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