The editable invoice is a legal document to request payments from your clients. It allows you to add other sections and change the look of the invoice to suit your business identity.
This template records financial transaction details between you and your client, such as service-provided details, your business and client information, payment terms and methods, shipping fees, and all necessary elements that you need in your transaction.
It is available in Google Docs, Google Sheets, PDF, Excel, and Word, so you can customize the invoices to reflect your business identity without creating invoices from scratch.
The template offers the flexibility to add, remove, or modify any section to align with your business needs and client requirements. It consists of the main sections:
This section contains your company information, such as the company name, logo, address, and contact information.
This section contains the information of the client who placed the order and the recipient who will receive it, such as their name, address, and contact information.
It contains the invoice number and the invoice date.
It contains the details of the services provided to your customer, such as service descriptions, quantity, unit price, total cost per service, tax amount, discount, shipping and handling fees, and the final amount payable.
These sections allow you to add the payment terms and conditions to ensure clarity on payment deadlines and accepted payment methods.
The editable invoice template offers many benefits, including
It helps you list and organize all payment information, such as payment terms and due dates, enabling your clients to make their payments on time, as clients are more likely to prioritize payments when they know the due date, which improves the payment process.
It makes it easy to customize invoices in many formats without creating invoices from scratch. It also allows you to correct any mistakes before sending them to your clients, which reflects your professionalism.
It confirms that the two parties agree on the order data entered, specifies the due date and method of payment, and ensures everyone is on the same page regarding expectations, avoiding any misunderstandings between them.
It is easy to fill out your Google Sheet or document invoice in simple steps:
Start by reviewing the invoice to see if there is anything you want to add or edit to suit your business needs.
Then, enter your business information, such as logo, company name, address, and contact information.
After that, enter the invoice details, such as the date it was prepared, when payment is expected, and the invoice number for tracking invoices, payment tracking, and accounting.
Then, add the information of your client. Enter the information of the client who placed the order and will pay for it in the "Bill To" section. After that, enter the information of the recipient in the "Ship To" section. Usually, the orderer is the recipient. In this case, you should add the information in both sections.
Write the details of the services provided to your client, such as the service description, quantity, unit price, total cost per service, tax, shipping fees, discount, and any other fees as needed.
Once you have entered all financial data, the template automates calculations for all charges to get the total amount payable.
Then, write the payment terms and instructions, such as accepted payment methods, due dates, late fees for overdue payments, and any other specific instructions.
Finally, review the invoice to avoid mistakes and ensure you don't forget to add any details. Once everything is correct, send the invoice to your client, either printed or via email.
The editable invoice template is useful for many people in the business world, such as entrepreneurs, small business owners, accountants, and sales managers. It helps them manage finances and client relationships, save time, and adjust invoice details for different clients to meet their needs without creating a new invoice from scratch.