By Sandra HolzOn Jun 13, 2019 Free Templates
Invoice, There are multiple ways to assign invoice numbers. If you are using an Excel sheet to track payments, you may find that the simplest is chronological – use the next number in the numerical series. But that may not be intuitive invoicing system as your Excel invoice tracker gets longer, plus, chronological numbers can quickly become a mouthful. To customize your freelancer invoice template, upload your freelancer logo and enter your details. At a minimum, your template should include basic information about your freelance business as well as the details of the service you’re providing to your client.
Make sure there is no doubt that they understand what you are billing for and a due date for when you expect cash in hand. And do not wait too long to send it to your customer—you want your product or service to be fresh in their mind when their bill arrives. Keep your invoices simple and clean, and remember, they are essentially marketing material. They do not have to be professionally designed, but do not clutter them up with jargon that your customer wont understand about your service or product, or use hard to read fonts or colors when you customize your invoice.
Invoice templates are managed in Tools, Settings, Invoice templates. Default templates or inheritance for templates can be set for business units, accounts and cases. If needed, invoice template can be changed on individual invoice also. Admin user can also create invoice template directly from an invoice. Use invoice templates to predefine settings for invoices. Using the templates invoice header blocks (such as accounts billing details or logo) can be repositioned. Enter text into notes before and after invoice rows fields to be shown on each invoice that uses that template. From the settings-tab of the invoice template you can define how invoice rows are displayed, for example invoice row description or grouping.
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