{"id":6537,"date":"2016-06-10T14:12:21","date_gmt":"2016-06-10T14:12:21","guid":{"rendered":"https:\/\/www.process.st\/templates\/creating-an-invoice\/"},"modified":"2024-02-28T17:27:55","modified_gmt":"2024-02-28T17:27:55","slug":"creating-an-invoice","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/creating-an-invoice\/","title":{"rendered":"Creating an Invoice"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ibm15AdX5WoV6JpqocpPqQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ibm15AdX5WoV6JpqocpPqQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>An invoice is a <strong>document that itemizes a transaction<\/strong> between a buyer\/hiring business and a seller\/employee.<\/p>\n<p>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.<\/p>\n<p>Here at <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>, we made this Creating An Invoice Template to ensure&nbsp;you receive your money.<\/p>\n<p>&nbsp;<em><strong>For instructions on how to setup this template to automatically email invoices to your clients, ==&gt;&nbsp;<a href=\"https:\/\/www.process.st\/invoice-generator\/\" rel=\"nofollow noopener\" target=\"_blank\">read this post<\/a>.<\/strong><\/em><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"information\">\n<h2>Information:<\/h2>\n<\/section>\n<section id=\"enter-invoice-info\">\n<h2>Enter invoice info<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gK_MrfaBYHW1Ad4tS3FJ4w.jpg\" alt=\"Enter invoice info\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gK_MrfaBYHW1Ad4tS3FJ4w.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>To start off the invoice you're going to need to <strong>enter the invoice information<\/strong>. This will provide the client with crucial info so they know what needs to be paid and when for. Using the&nbsp;form fields below,<strong> fill in the following form fields<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> ID\/reference number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date goods\/services were provided from <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of the invoice <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Invoice due date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Details of the products\/services provided <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Invoice amount <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-client-info\">\n<h2>Enter client info<\/h2>\n<div class=\"text-content\">\n<p>Next up after <strong>inserting<\/strong> your own information, is the <strong>information of your client<\/strong> or who you're sending the invoice to. Do this by using the <strong>form fields<\/strong> below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client address line 1 (street address) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client address line 2 (apartment, suite, unit) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client address - City <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client address - State <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client address - ZIP code <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-your-info\">\n<h2>Enter your info<\/h2>\n<div class=\"text-content\">\n<p>Once the invoice information has been entered, you now have to <strong>add in your information<\/strong>&nbsp;so the client knows where to pay to and who to pay it to.&nbsp;Fill in the information, using the <strong>form fields<\/strong> below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your address line 1 (street address) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your address line 2 (apartment, suite, unit) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your address - City <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your address - State <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your address - ZIP Code <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"invoice\">\n<h2>Invoice:<\/h2>\n<\/section>\n<section id=\"generate-the-invoice\">\n<h2>Generate the invoice<\/h2>\n<div class=\"text-content\">\n<p><strong>Check this task<\/strong> to <strong>generate<\/strong> <strong>the invoice<\/strong>.<\/p>\n<p class=\"style-warning\">Ensure your Zap is working correctly before doing so.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"receive-money\">\n<h2>Receive money<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lTwLnrNXs-tdN9fN5O5M5g.jpg\" alt=\"Receive money\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lTwLnrNXs-tdN9fN5O5M5g.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The invoice&nbsp;will now be generated and <strong>sent to the client.<\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Did you receive the payment on time? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"contact-the-client-to-pursue-payment\">\n<h2>Contact the client to pursue payment<\/h2>\n<div class=\"text-content\">\n<p>Because you have not been paid on time, <strong>contact the client directly<\/strong> 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.&nbsp;<\/p>\n<p class=\"style-info\"><strong>Client email address:<\/strong>&nbsp;{{form.Client_email_address}}<\/p>\n<p><strong>Client phone number:<\/strong>&nbsp;{{form.Client_phone_number}}<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"receive-late-payment\">\n<h2>Receive late payment<\/h2>\n<div class=\"text-content\">\n<p>Check this task when you can <strong>confirm that the payment has been received.&nbsp;<\/strong><\/p>\n<p>Use the form fields below to <strong>record when the invoice was paid and how late it was.<\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date the payment was received <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How late was it in days? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"http:\/\/www.informdirect.co.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">Informationdirect<\/a> -&nbsp;<a href=\"http:\/\/www.informdirect.co.uk\/business-finance\/invoice-requirements-what-to-include-in-a-business-invoice\/\" rel=\"nofollow noopener\" target=\"_blank\">What To Include In A Business Invoice<\/a><\/li>\n<li><a href=\"http:\/\/www.itzbits.co.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">Itzbits<\/a> -&nbsp;<a href=\"http:\/\/www.itzbits.co.uk\/business-articles\/64\/What-information-do-I-need-to-include-on-an-invoice.html\" rel=\"nofollow noopener\" target=\"_blank\">What Do I Need To Include On An Invoice<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.score.org\" rel=\"nofollow noopener\" target=\"_blank\">Score<\/a> -&nbsp;<a href=\"https:\/\/www.score.org\/resource\/what-information-should-my-invoices-include\" rel=\"nofollow noopener\" target=\"_blank\">What Should My Invoices Include<\/a>&nbsp;<\/li>\n<li><a href=\"http:\/\/www.attendly.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Attendly<\/a> -&nbsp;<a href=\"http:\/\/www.attendly.com\/freelance-how-to-invoice-almost-everything-you-need-to-know\/\" rel=\"nofollow noopener\" target=\"_blank\">How To Invoice Everything You Almost Need To Know<\/a>&nbsp;<\/li>\n<li><a href=\"http:\/\/www.freeagent.com\/\" rel=\"nofollow noopener\" target=\"_blank\">FreeAgent<\/a> -&nbsp;<a href=\"http:\/\/www.freeagent.com\/central\/invoice-template-basics\/\" rel=\"nofollow noopener\" target=\"_blank\">Invoice Template Basics<\/a>&nbsp;<\/li>\n<li><span><a href=\"https:\/\/www.xero.com\/ca\/resources\/small-business-guides\/checklists\/invoice-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Xero - 11-Step Invoice Checklist to Get Paid Faster<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/blog.hubspot.com\/marketing\/how-to-create-invoicing-process\" rel=\"nofollow noopener\" target=\"_blank\">Carly Stec - How to Create an Invoicing Process That Fits Your Business<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/squareup.com\/townsquare\/how-to-create-an-invoice-3-easy-ways\" rel=\"nofollow noopener\" target=\"_blank\">SquareUp - How to Create an Invoice: 3 Easy Ways<\/a><\/span><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/accounting-onboarding-procedures\/\" rel=\"nofollow\">Accounting Onboarding Procedures<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/bank-reconciliation-template\/\" rel=\"nofollow\">Bank Reconciliation Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/expense-management-process\/\" rel=\"nofollow\">Expense Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accounts-receivable-process\/\" rel=\"nofollow\">Accounts Receivable Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accounts-payable-process\/\" rel=\"nofollow\">Accounts Payable Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/income-profit-and-loss-statement-process\/\" rel=\"nofollow\">Income (Profit and Loss) Statement Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cash-flow-report\" rel=\"nofollow\">Cash Flow Report<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/balance-sheet-statement-preparation-checklist\" rel=\"nofollow\">Balance Sheet Statement Preparation Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/business-tax-preparation-checklist\" rel=\"nofollow\">Business Tax Preparation Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/annual-financial-report-template\/\" rel=\"nofollow\">Annual Financial Report Template<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":6538,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"12","template_description":"Use this checklist to generate an invoice in minutes with simple automation.","template_id":"p3lc3NOe8M6ZB-0c-HZKJg","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Information:","task_slug_1":"information","task_2":"Enter invoice info","task_slug_2":"enter-invoice-info","task_3":"Enter client info","task_slug_3":"enter-client-info","task_4":"Enter your info","task_slug_4":"enter-your-info","task_5":"Invoice:","task_slug_5":"invoice","task_6":"Generate the invoice","task_slug_6":"generate-the-invoice","task_7":"Receive money","task_slug_7":"receive-money","task_8":"Contact the 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