Invoices are very important for businesses because they help keep track of sales, handle money, and maintain accurate financial records. Let's review some fundamental information about invoices and explore methods for automating the document generation process.
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What is invoice?
An invoice is a bill from a seller to a buyer that includes the provided products or services and the agreed-upon price for them.
This is an example of an invoice:
What information needs to be on invoice?
There are some key elements typically found on an invoice:
- Invoice Number: A unique identifier for the invoice, which helps both the buyer and seller keep track of their transactions.
- Invoice Date: The date on which the invoice is issued.
- Due Date: The date by which the payment is expected from the customer.
- Seller's Information: This section includes the name, address and contact information of the seller.
- Buyer's Information: This section of the invoice includes name, address, and contact information of the buyer.
- List of products/services: A detailed list of the provided products or services.
- Payment Instructions: Details on how the buyer should make the payment, including bank account information or other payment methods accepted by the seller.
Additionally, the invoice could include other important information for the case, such as the purchase order number, end-user details, and license activation instructions.
Free invoice templates
Plumsail Documents provides many free invoice templates.
You can select a template depending on your needs.
Below, you'll find some examples of free invoice templates.
Basic invoice docx template
Basic invoice template is a free, simple docx invoice template with functions to automate calculations and data filling.
Service invoice xlsx template
Service invoice template is an excel template for the provision of services. The template is suitable for companies providing any type of service for other companies and ordinary consumers. Fill out the free template and generate a ready-to-use file in XLSX or PDF format.
Proforma invoice docx template
Proforma invoice template is used to provide your customers with a preliminary estimation of services or goods. Adjust it to your needs if required, add company details, and enjoy document automation.
Commercial invoice docx template
Commercial invoice template helps you to process trans-border shipments. Adjust it to your needs, and add your company logo to make it branded.
Freelance invoice docx template
Freelance invoice template helps to fasten billing your clients if you are a freelancer.
Please review other invoice templates available in the Plumsail Documents template library.
Get started with Plumsail Documents
Using Plumsail Documents, you can easily automate making and sending invoices to your customers. You can choose from ready-made invoice templates or upload your own invoices.
Register a Plumsail account to get started.