Invoice template

About the invoice

An invoice is a bill you send a client for products or services. It lists what was provided, the amount owed, and how to pay.

This fillable template gives you a tidy layout you can complete on screen and send as a PDF, which looks more professional than a plain note.

When you need it

• You finished a job and need to get paid.
• You want consistent, branded-looking bills.
• You need a record of what you charged and when.

How to fill this out

1. 1Start with the invoice number and date so every bill you send stays in sequence and easy to reference later.
2. 2Fill in your business details under "From" and the client's details under "Bill to" exactly as they should appear on the client's records.
3. 3Describe what you did or sold in the description field, then enter the total amount due.
4. 4Set a due date and add payment instructions, like bank details, e-transfer, or a payment link, so the client knows how to pay.
5. 5Download the finished PDF and send it as an email attachment or through your usual invoicing channel.

Common mistakes to avoid

• Skipping the invoice number, which makes it hard to reference the bill later if there's a dispute or a question.
• Leaving the due date blank, which often means clients pay whenever they get around to it instead of on a schedule.
• Writing a vague description of the work, which can slow down approval on the client's side.
• Forgetting payment instructions, so the client has to ask how and where to send payment.
• Not keeping a copy of every invoice you send for your own bookkeeping and tax records.