![]() ![]() To remove this text from the invoice, highlight it and press the “Delete” key or, if it is in a text box, click the text box and press the “Delete” key.Ĭlick the “File” tab and choose “Save As.” Select where to save the file on the network or desktop and enter a name for the invoice. ![]() Click into the boxes, which may vary from template to template, and enter the invoice information, including number of items, price, date sold or service rendered, representative name or number, delivery dates and terms.Ĭheck the bottom of the invoice page, as many templates have some placeholder text such as “Thank you for your business.” Highlight and type over this with your slogan or motto if desired. Scroll to the main section of the invoice to enter the actual sales, service or other invoicing details. You can also use this process to add additional images if your business prefers them on its invoices. There will also be places to type over text for the invoice number, phone number, date and contact details for the sales or account representative.Īdd a logo to the invoice by clicking the “Insert” tab, clicking the “Picture” button, browsing to a digital graphic of your company logo and double-clicking it. Highlight the first placeholder text on the invoice and replace it with your own, such as the business name and address. Include these details for your and your clients accounting and legal documentation. Add your contact information, including your address, email address, and phone number. Promotion 30-day free trial Why we like it Pros & Cons Our pick for All-in-one invoicing and accounting. Make sure your invoice includes your full business nameor your name if youre a contractor. Review the invoice, which will have a lot of placeholder text such as “Place logo here” and “Company name here.” Project invoicing Harvest Starting at 0 Additional pricing tiers (per month): 12 per user. The template opens in a new Word or Excel window. Easily create invoices based on the quotes you have sent to your clients. You’ll be able to change all of the wording, colors and design, so double-click the one that best suits your organization. Bill automatically based on sales orders, delivery orders, contracts, or time and material. They include features that convert quotes into invoices automatically and. To begin, select your customer by clicking the blue circle. The best invoicing software makes it easy for you to track projects, estimates and invoices, and get paid on time. To create an invoice with our free invoice generator, follow these instructions and youll quickly have a professional invoice to send to your customers. Double-click a file folder icon that most closely matches your business invoice needs, such as “Sales invoices” or “Service invoices.” You also have the option to click Invoicing in the main menu bar. ![]()
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