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How to Create a Simple Invoice Download the basic ?Simple Invoice Template? in PDF, Word or Excel format. Open the new invoice doc in Word or Excel. Add your business information and branding, including your business name and logo. Customize the fields in the template to create your invoice.Name your invoice.?Save?

How to create an invoice: step-by-step Make your invoice look professional. The first step is to put your invoice together.Clearly mark your invoice.Add company name and information.Write a description of the goods or services you're charging for.Don't forget the dates.Add up the money owed.Mention payment terms.

There are 9 main types of invoices for small business: Pro-forma invoice. Interim invoice. Final invoice.

How to Invoice for Services Develop a Service-Based Invoice Template.List Your Business Name and Contact Information.Include Your Client's Name and Contact Details.Assign a Service Invoice Number.Write the Issuing Date for Your Service Invoice.List All Services Rendered.Include Applicable Taxes for Your Services.

Line Total: The total amount for the invoice line ? automatically calculated as Quantity multiplied by Unit Price.

The following are six types of invoices in accounting that you might send to customers. Pro forma invoice. A pro forma invoice is not a demand for payment.Interim invoice. An interim invoice breaks down the value of a large project into multiple payments.Final invoice.Past due invoice.Recurring invoice.Credit memo.

You can use these invoice types to enter any type of invoice document you receive from a supplier....Invoice Types Standard. Mixed. PO Price Adjustment. Credit Memo. Debit Memo. Prepayment. Expense Report.