How to Write an Invoice for Your Freelance Work (Step-by-Step Tutorial!)
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Published 2022-12-12
Problem is…
Invoicing can easily fall through the cracks if you don’t have a strong system in place.
In today’s video, we’ll walk through step-by-step for how to create your own invoice template.
Who are we? We’re Indy! A platform for freelancers, giving you the productivity tools, the resources, and the knowledge to help you own it: your work, your success, and your way of life.
00:00 Introduction
00:30 Who are we?
01:29 Is a business logo needed?
01:55 Adding invoice numbers
03:02 How to set the due date
03:55 Including your personal information
04:15 Providing the client's information
04:50 Listing the line items
05:40 Stating the payment methods
06:27 Sending the email
07:33 Outro
Here are 7 critical steps to creating your invoice template:
#1. Add Invoice Numbers
Having a numbering system keeps you from accidentally sending duplicate invoices. It also makes it easy for the client to track down an invoice if it gets lost in their emails.
#2. Set the Due Date
This directly impacts how soon you’ll get paid. While there isn’t a best practice for how long you should give a client to pay you, any longer than 14 days can start to put stress on your finances.
#3. Include Your Personal Information
This lets the client know your details so they can pay you.
#4. Provide the Client’s Information
When sending through the mail, this ensures the invoice will reach your client. However, if sending the invoice by email, this step shows the client that this invoice is intended for them.
#5. List the Line Items
Line items show the client everything you worked on for the project, along with how much each item cost.
#6. State the Payment Methods
It’s best to set your business up to accept multiple payment methods. This makes it easy for the client to pay you, which means you’ll get paid faster.
#7. Send the Email
Keep your subject lines short and direct, so the client is clear on what this email is about. Thank your client for the opportunity, and use this email as a chance to continue developing a long-term relationship with your client.
Check out Indy’s free invoicing tool:
weareindy.com/tools/invoices
Read the full blog for more tips:
weareindy.com/blog/search?term=invoices
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