As long as you provide goods or services to clients, you would require an invoice. Therefore, to have a professional-looking invoice and simplify your invoicing process, you would want to customize your invoice template.

Having a custom invoice template is of great advantage to your business as it affords you the flexibility to input your company’s values within your invoices. A well-thought-out personalized invoice template ensures you get paid on time and simplifies the entire invoicing process by allowing you to present relevant information to your clients and appeal to their sentiments.

There are several tips you can use to develop a custom-built invoice template for any business. The top-5 tips are presented and discussed below.

Represent Your Company Brand

It is important that you adequately represent your company’s brand on all your documents, especially your tailor-made invoice template. Ensure that your invoice template resonates with the layout, themes colors, fonts type, and logo of your company. This approach presents a professional outlook of your company to your clients.

In line with this, you would want to write your company’s name, addresses, and contact information on your custom-designed invoice template. Your company name should be written boldly and conspicuously as you wouldn’t want your clients guessing.

Make Everything Simple and Easy

Specially made invoice templates are supposed to make every aspect of invoicing simple and easy. As such, you would want to provide your clients with all information that would directly or indirectly simplify the payment process.

Although it is important to include your company’s brand information conspicuously, you wouldn’t want to compromise readability. Therefore, your custom invoice template should be easy to read. It would help if you used plain, clear, and large fonts while creating the document. In doing so, you may want to maintain a white background as it makes reading stress-free.

It is also crucial that you have the option of including your client’s information on the invoice. Your clients may not want to pay an invoice that doesn’t contain their company’s name. Additionally, make sure you include your preferred payment method. You would also want to indicate any payment plan or advance payment on the custom-built invoice. An editable section should be made on the template that allows for all these actions.

Itemized Goods and Services

A good and professional written custom invoice template should allow for the itemization of goods and services your company sells to clients. You would not want to send an invoice to your clients, which lacks clarity and structure. An itemized custom invoice template leads to an invoice, which serves as a good source of useful information for clients.

A table within your custom invoice template allows you to itemize every item or service delivered. It also allows you to provide a concise description, cost, quantity, and other relevant information concerning items purchased. Additionally, it allows for calculation and inclusion of subtotals, taxes, discounts, other charges, and total amount due.

Personalize Each Invoice

In most cases, your company may have tens or hundreds of clients you deal with daily. Your relationship with each client is important to you. Therefore, you should ensure that your clients recognize how important they are to your business. As such, you should develop a custom invoice template that lets you express your gratitude to your clients for their continuous patronage.

Make sure to customize your invoice template with an editable personal message box, which allows you to edit messages you may include within invoices. Also, you should ensure you use polite and professional language so that you don’t convey the wrong meaning to your clients. A simple “Thank You” or “Season Greetings” can solidify your relationship with your clients.

Specify All Terms

A custom invoice template without multiple dates sections would produce invalid invoices. Therefore, you should develop a custom invoice template that allows for the inclusion of important dates. Providing fields for these dates is in line with the general terms of purchase that exists between your company and your clients.

It would be best if you made provision for inclusion of violation section on your custom invoice template. Depending on the type of client you are writing an invoice for at any given period, you may edit the template to reflect existing penalties for the delay of payment.

 

PDF.co Web API creates accurate and structured invoices, converts from HTML to PDF, and provides nice templates for your invoices!

GET YOUR API KEY Zapier plugin  Explore API Docs