Open up “compose email” and select their contact information. Yahoo, Google Mail, Hotmail, or even your company email are just fine. Once it’s all set, you can log into your email platform of choice. For example, you can name it the invoice number and date.Ĭreate a folder for all of your invoices so it’s all stored in one location. Save your invoice in PDF format with a file name that makes it easy to find.
Again, use the above tips to create an invoice that contains all the essential components to make it complete and professional. If you decide to create your own invoice, you can use a template or create one from scratch. Next, let’s take a look at how to send an invoice via email. It’s a good idea to discuss any late fees you’ll charge in the event the due date passes. This way, the total is easily understood and will prevent potential disputes. Some businesses create invoice numbers using the date, clients’ name, and/or special abbreviations based on the project type.īe sure to include an itemized list of services provided, as well as a break down of the rates. The numbers should be in order so that everything’s organized and easy to search. Now, ensuring that you don’t mix up or duplicate invoice numbers is key. This can be a series of numbers or alphanumeric strings. Some small businesses and freelancers give clients a week, two weeks, or even a month.Įach invoice also needs a unique number. This includes how long the customer will have to pay invoices. Discuss in advance about the terms of payment. The due date depends on the agreement between you and your customers. It’s also important to include the invoice date (the day it’s sent) and the due date. Then add your business name (or legal name if you’re a freelancer) and your contact details, using the same format. You can place this in the left or right top corner like this: This includes the full name of the customer and their contact details. There are key details that should be inside all of your invoices. To start, the invoice should have a template that’s consistent so your customers quickly recognize your invoice. Creating a Professional Invoiceīefore we begin reviewing the methods of emailing an invoice, let’s first take a look at how to create a professional invoice. If you’re looking for a way to speed up the invoicing (and payment) process, then it’s time to learn how to send an invoice via email. What a waste of time and man-hours that could otherwise go toward more productive tasks. Some of these businesses spend an average of 14-20 days chasing down these late payments. Here’s a quick glance at the percentage of unpaid invoices for small businesses by region:
It may even help you to collect payments on time, which is a major issue with small businesses around the world, including the US, UK, Britain, and Australia. If you’re new to this and would like to speed up payments, then email is the way to go. This is why knowing how to send an invoice via email is crucial. It’s just not a reliable way to handle your invoices. Placing your invoices in the mail increases the odds of it being undelivered or delivered but misplaced by the recipient. Well, mail gets lost and misplaced all the time. Not only did this slowdown payment by days or weeks, but it also put businesses at risk for non-payment. With a professional invoice template, all the important details are laid out for you.Gone are the days of creating invoices and sending them off via snail mail. Whether you want to get paid via PayPal, ACH bank transfer, check, or another method, build that ability into your invoice for a better experience for your clients.īy outlining all the details of your work in your invoice, you can better keep track of all the client work you do, organize information and know which payments have been received and which accounts are overdue. With FreshBooks accounting software, you can accept payment in any form you want, making accounting and bookkeeping seamless. This minimizes questions about your invoices, speeding up your ability to get paid for your work. When you send an invoice that details everything you’ve done for a client, it puts the client at ease knowing they can see exactly where their money is being spent. Your invoices need to give the same professional impression to your clients that you do in every interaction with them.