Interim invoice: An interim invoice is another way to denote a payment plan.Pro forma invoice: This type of invoice serves as an alert for how much a project or service will cost once the work is completed.Mixed invoice: A mixed invoice consists of both credit and debit invoices in one, and the resulting balance can either be positive (as in the customer owes an amount) or negative (in which the customer is owed a credit).Debit invoice: Debit invoices happen when a business needs to increase the amount a customer owes them.Recurring invoice: Recurring invoices are best for businesses that bill on a consistent schedule, be it weekly, monthly, or yearly.Credit invoice: This type of invoice is issued when a business needs to refund or offer a discount to a customer.It’s what companies issue to their customers to bill for goods or services and get paid. Standard invoice: Also known as a final invoice, this is the most common invoice for businesses.Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).As you do business, there are various types of sales invoices you may need to use, such as:.Total: Outline the total amount due from the customer, after tax.This is legally required to provide on invoices, and your rate may differ depending on where you run your business. Tax: Indicate the tax rate applied to the subtotal.Subtotal: Add up the subtotal of your goods or services, before tax has been applied.For each line item, include a brief description, quantity, individual unit price, and total price. Line Item: Add individual line items for each unique good or service you provided.Dates: Include the date when your invoice has been issued and the date when payment is due.
For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001.
You can format this based on sequence and customer.
Company Details: Add your company name, address, phone number, and logo to the top-right corner.Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.
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