Creating an Invoice

Use this checklist to generate an invoice in minutes with simple automation.

Introduction:

Information:

Enter invoice info

Enter client info

Enter your info

Invoice:

Generate the invoice

Receive money

Contact the client to pursue payment

Receive late payment

Sources:

Related Checklists:

Introduction:

An invoice is a document that itemizes a transaction between a buyer/hiring business and a seller/employee.

An invoice will usually include the quantity of purchase, price of goods and/or services, date, parties involved, unique invoice number, and occasionally tax information. If goods or services were purchased on credit, the invoice will usually specify the terms of the deal, and provide information on the available methods of payment.

Here at Process Street, we made this Creating An Invoice Template to ensure you receive your money.

For instructions on how to setup this template to automatically email invoices to your clients, ==> read this post.

Information:

Enter invoice info

To start off the invoice you’re going to need to enter the invoice information. This will provide the client with crucial info so they know what needs to be paid and when for. Using the form fields below, fill in the following form fields.

ID/reference number

Date goods/services were provided from

Date of the invoice

Invoice due date

Details of the products/services provided

Invoice amount

Enter client info

Next up after inserting your own information, is the information of your client or who you’re sending the invoice to. Do this by using the form fields below.

Client name

Client address line 1 (street address)

Client address line 2 (apartment, suite, unit)

Client address – City

Client address – State

Client address – ZIP code

Client phone number

Enter your info

Once the invoice information has been entered, you now have to add in your information so the client knows where to pay to and who to pay it to. Fill in the information, using the form fields below.

Your name

Your address line 1 (street address)

Your address line 2 (apartment, suite, unit)

Your address – City

Your address – State

Your address – ZIP Code

Your phone number

Invoice:

Generate the invoice

Check this task to generate the invoice.

Ensure your Zap is working correctly before doing so.

Receive money

The invoice will now be generated and sent to the client.

Did you receive the payment on time?

Contact the client to pursue payment

Because you have not been paid on time, contact the client directly to request a reason for why the invoice hasn’t been paid yet and ensure that they will make the payment as soon as possible.

Client email address: {{form.Client_email_address}}

Client phone number: {{form.Client_phone_number}}

Receive late payment

Check this task when you can confirm that the payment has been received.

Use the form fields below to record when the invoice was paid and how late it was.

Date the payment was received

How late was it in days?

Sources:

Take control of your workflows today.

Browse templates Edit in Process Street