A bill for payment is a document given to someone who makes a purchase, detailing the service performed and requesting payment.If you add shrubs or plants to a client's lawn, you would give them a bill in order to get paid.
Step 1: A professional invoice is created.
If you write a lot of bills, you may want to create an invoice template that you can modify at any time.This is useful for contractors.You can use your favorite word processing software to create an invoice template.A detailed account of services rendered, payment owed, and payment instructions are included with an invoice.Invoices are usually numbered and saved to a computer.You don't have to worry about losing a piece of paper because you have a copy of the invoice.You should also back up your files using a file storage service.If the hard drive on your computer crashes, you still have backups of your invoices.It's easy to organize your records with a numbering system.The invoice you prepared on December 31, 2016 can be used as the current date.You can add the vendor's initials if you prepare more than one invoice.
Step 2: Pick up a book.
Office supply stores have invoice books.The forms have spaces for services rendered and payment information.You fill in the blanks when you need to write a bill.People write bills for items they have sold in invoice books.If you sell homemade cakes, it might be easier to write out a bill for payment instead of creating an invoice on the computer each time you make a sale.If you choose an invoice book with a layer of paper underneath each blank bill, you and the customer will both get a copy.You will still want safe storage.The invoices should be kept in a fire-proof box.
Step 3: An online payment system can be used.
You can send invoices with either PayPal or Square.The fee for this service is 2.9% + 30 per invoice, but the ease of paying electronically may lead to more reliable payments.The "Send & Request" menu option can be found at the top of the page.Select "create and manage invoices"To create a new invoice, click on the "create" button.The "Bill To:" section of the invoice requires you to know the email address of your client.The invoice will be sent to the account with that email address.
Step 4: You can get a dedicated invoice app.
You can use Invoice2go to send and track invoices from your phone.Customers can pay you with a card.
Step 5: You can create an invoice with your accounting software.
Accounting software may include an invoice system.The "Invoice" button on the dashboard of QuickBooks walks you through the process.Your clients won't have an instant payment option, but you can easily track the status of your invoices.
Step 6: You should include your company's information.
If you use an invoice book, write the name of the company at the top.Just below the company name, include the complete address, phone number, email and any other pertinent contact information.
Step 7: The date should be given.
The date of the invoice is important to you and your clients.Payment is usually due within a few days of the invoice's date.
Step 8: If it's necessary, number the invoice.
The invoice will be numbered according to the number of transactions you've had with the client.If you've sold cakes to the same client on three different occasions, the invoice for the third sale should be #3.The invoices will be numbered if you use invoice slips at an office supply store.The invoice will be numbered if you use accounting software.
Step 9: The client's information should be written.
The customer or client's name should be included.The company address and phone number should be included if you performed services for the client as a contractor.
Step 10: A description of services is needed.
You provided the client with work, services or products.An itemized list can be created if you provided more than one service.The service rendered or product sold should be included."1 large sheet cake with floral accents."The date the service was done.It's the cost of the service.The total and final amount owed should be calculated after each item has been listed.
Step 11: Payment terms can be specified.
If you expect the bill to be paid by a certain date, include that information.If you want to receive cash, check, or credit card, tell me what type of payment you're willing to accept.If taxes are added to the cost, be sure to calculate them.You can calculate the amount owed by looking up the sales tax in your area.
Step 12: Additional information should be provided.
You should write a description of your return policy at the bottom of the bill.You can thank the client for his or her business and list other products or services you offer.Inform the customer that interest will be charged after 30 days of nonpayment if the other terms of payment are not included.