{"id":9045,"date":"2016-11-30T06:01:24","date_gmt":"2016-11-30T06:01:24","guid":{"rendered":"https:\/\/www.process.st\/templates\/creating-an-invoice-3\/"},"modified":"2024-02-28T20:50:31","modified_gmt":"2024-02-28T20:50:31","slug":"creating-an-invoice-3","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/creating-an-invoice-3\/","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\/griIwGB0iSn55QbdwkZLWQ.png\" alt=\"Introduction\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/griIwGB0iSn55QbdwkZLWQ.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=\"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=\"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=\"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=\"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=\"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> Name of The Client <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Address of The Client <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"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> Client Phone Number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"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=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your Address <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"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> Phone Number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"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>. 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 sent to the client. Allowing you to be paid for your services or product.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2> Sources: <\/h2>\n<div class=\"text-content\">\n<p><a href=\"http:\/\/www.informdirect.co.uk\/\" target=\"_blank\" rel=\"nofollow noopener\">Informationdirect<\/a> -&nbsp;<a href=\"http:\/\/www.informdirect.co.uk\/business-finance\/invoice-requirements-what-to-include-in-a-business-invoice\/\" target=\"_blank\" rel=\"nofollow noopener\">What To Include In A Business Invoice<\/a><\/p>\n<p><a href=\"http:\/\/www.itzbits.co.uk\/\" target=\"_blank\" rel=\"nofollow noopener\">Itzbits<\/a> -&nbsp;<a href=\"http:\/\/www.itzbits.co.uk\/business-articles\/64\/What-information-do-I-need-to-include-on-an-invoice.html\" target=\"_blank\" rel=\"nofollow noopener\">What Do I Need To Include On An Invoice<\/a>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.score.org\" target=\"_blank\" rel=\"nofollow noopener\">Score<\/a> -&nbsp;<a href=\"https:\/\/www.score.org\/resource\/what-information-should-my-invoices-include\" target=\"_blank\" rel=\"nofollow noopener\">What Should My Invoices Include<\/a>&nbsp;<\/p>\n<p><a href=\"http:\/\/www.attendly.com\/\" target=\"_blank\" rel=\"nofollow noopener\">Attendly<\/a> -&nbsp;<a href=\"http:\/\/www.attendly.com\/freelance-how-to-invoice-almost-everything-you-need-to-know\/\" target=\"_blank\" rel=\"nofollow noopener\">How To Invoice Everything You Almost Need To Know<\/a>&nbsp;<\/p>\n<p><a href=\"http:\/\/www.freeagent.com\/\" target=\"_blank\" rel=\"nofollow noopener\">FreeAgent<\/a> -&nbsp;<a href=\"http:\/\/www.freeagent.com\/central\/invoice-template-basics\/\" target=\"_blank\" rel=\"nofollow noopener\">Invoice Template Basics<\/a>&nbsp;<\/p>\n<\/p><\/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":7957,"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":"10","template_description":"Use this creating an invoice checklist to generate invoices easily and automated.","template_id":"vn0nGeKMskqhT4jqbQNNLA","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 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