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How to Transform an Invoice Example into a Functional Form
Have you ever seen an invoice example online and thought to yourself, “I wouldn’t put my name on that ugly spreadsheet!” Yes, those generic invoice templates can be unfashionable, but they’re actually a really great place to start if you’ve never formatted your own invoice before.
A professional-looking invoice instills a sense of trust and confidence that benefits both client and contractor. Do you want to create your own quality invoice from an old example format?
Keep reading!
From Flop to Fabulous: Turning an Invoice Example into a Functional Form
Almost every spreadsheet or text editing program comes with a full set of example invoice templates – these are always free for personal use as long as you aren’t reselling or profiting from them. But to create an effective invoice you need to start with the right base: do you just need a simple one-item invoice form, or do you issue itemized lists? Do you need the ability to add a PayPal button, or are your invoices text-only?
Choose the invoice example template that best suits your needs and build from there.
Once you have an appropriate invoice layout picked out you can begin the process of customization. First things first – insert you and your client’s contact information in the place of the example text. This way, even if you forget to change something, at least you’ll still get paid. Next, you should alter form titles for relevancy. For example, if the invoice example template header had a column for “units”, but your client is used to the term “quantity” go ahead and change it to the more recognizable option.
Give your semi-finished product a quick round of editing – are all of the required fields included? Has all of the information been updated to reflect the context of any current or future agreements? Is it clean, readable, and compatible with your client’s software? If you believe your finished product is ready for action then it probably is!
Transforming an invoice example into a functional form is a useful little trick, and your clients are sure to appreciate the effort.
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