Creating an Invoice

Use this creating an invoice checklist to generate invoices easily and automated.

Introduction

Information:

Enter invoice info

Enter client info

Enter your info

Invoice:

Generate the invoice

Receive money

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

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.

Name of The Client

Address of The Client

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

Phone Number