We get it. As a small business owner, your days are filled with providing services or creating products for your customers and the last thing on your mind is how to create a simple but professional invoice to send out.
Thank goodness Truly Small offers a range of customizable simple invoice templates for you to quickly invoice clients and get paid.
Truly Small Business offers a range of customizable professional invoice templates for you to quickly invoice clients and get paid faster. Available in Google Docs, Google Sheets, Word, Excel, or PDF—the format is entirely up to you. It’s crafted beforehand and is fully customizable to fit the needs of your business, whichever industry it’s in.
The independent workforce is increasingly growing and small business owners find themselves wearing multiple hats day-to-day, as they learn to grow with their business.
As a result, there just isn’t enough time to learn the backend of running a successful business: namely, accounting and finances. These invoice templates will help guide you to inputting your projects and services in a professional manner—so that you can keep your cash flowing.
What should I include on my professional invoice template?
Is invoicing new to you or just a little bit convoluted? Here’s what to include on your easy invoice template to keep getting paid the right amount and on time—every time!
Your small business invoice should include fees for consultation, external costs, and expenses if applicable. These are often overlooked on invoices and can be money left on the table.
At a minimum, here’s what to include in your professional invoice.
1. Business name and info
Your business name is a foundational element of a professional invoice. It identifies your business and establishes your brand.
2. Invoice #
A unique invoice numbering system helps you stay organized, especially come tax season.
3. Date of invoice
Date of when the invoice was generated and not when the goods were supplied.
4. Contract/service description
Any terms or other contractrual descriptions you would like to include.
The sum total of all goods listed on the invoice before including any discounts or other costs.
6. Bill to (client information)
Your client’s information including their full billing address.
A clear description of the goods and services being invoiced for, with each service or item on a separate line.
Any other fees or taxes that you may charge on your invoice.
9. Total, including sales tax
The total amount of your invoice after any sales tax, discounts, etc.
How do I build my professional invoice?
11 Simple Steps
To create your professional invoice, first download the free, customizable template. Next, fill in business information, client details, services, and fees. Different business owners have their own unique way of getting the job done—including how they charge for their work. Tailor these details to your work and your client.
Want a quick and streamlined lesson? Follow the instructions below to create your simple small business invoice from beginning to end.
1. Download the Template
Download any of our free professional invoice templates from the top of this web page.
2. Input your Info
No matter what format you need, we’ve got you covered. Input your info into the downloaded invoice.
3. Add Your Logo
Add your logo to the invoice for a professional, branded look.
4. Include Client’s Info
Include all of your client’s details like their full name, billing address, and contact information.
5. Add a Unique Invoice No.
Add a unique invoice number so you can keep track of all your invoices. We recommend starting with 00001 and moving up.
6. List What You Did
List out all of the services you provided in separate lines under ‘Description’.
7. Calculate the Total
Calculate your subtotal by adding up all of the amounts you charged for services.
8. Add the Tax
Include any taxes you may need to charge, other fees, or offer a discount.
9. Include Your Terms
Clarify your payment terms and whether there are any late fees associated with your invoice.
10. How Can They Pay You
Include any information your client will need to pay you! (Your PayPal email, your venmo account, etc.)
11. Send the Invoice
Export to PDF and hit send! And Voila! You’re on your way to getting paid.
When should I send my professional small business invoice?
Many small business owners have their own way of sending invoices. Some invoice at the beginning of the month, while others invoice at the end of the month to reduce time spent preparing paperwork. Small business experts recommend sending invoices as soon as you complete a project.
By invoicing right away, you stay on top of cash flow and avoid carrying your client’s debt for longer than necessary. After all, your payment date is influenced by your invoice date. The more you wait on sending out your invoice, the longer of a lag time you’ll have to get paid. Invoicing software is a great tool for truly small businesses to automate the invoicing process.
Curious about TrulySmall™ Invoicing?
Our new invoice generator will save you time and help you get paid faster. Start sending invoices totally free now.
Why is sending professional invoices important for small business owners?
Keep it professional to strengthen your brand
Easy-to-understand, professional-looking invoices not only reinforces your reputation in the industry, but positions you as a trusted and reputable partner. Your clients will have your company name at the top of mind, especially when a new work opportunity comes your way.
Keep it relatable to your industry
By downloading a simple invoice, you can easily tailor it for whatever industry your business is in, which further strengthens your overall brand. Industry-specific invoices are largely similar to most invoices, so changes will be easy to make. Mainly look at how you charge for projects or services such as charging an hourly rate or a flat-fee.
Don’t forget to invoice for external costs
Building out a professional invoice means eliminating errors and including everything that a client would expect. Sometimes, small business owners will have to purchase supplies, software, or other digital/physical assets to complete the work for a client. This cost is typically passed along to your client in the invoice with a mark-up: this is a percentage added to the material price to take home as profit.
Percentages can vary depending on the sourcing and the market you operate in. If you’re a plumbing contractor purchasing tubing cutters and hacksaws from a wholesaler, for example, your markup will be higher than if you buy them from a retailer.
I don’t want to use an invoice template—how does Truly Small Invoicing help my business?
Truly Small’s professional invoice template was created for small business owners who are busy and need a quick and efficient way to invoice clients for free. No matter what service you provide, the simple invoice template is structured in a straightforward way for you to input the details that matter most for your clients and for you getting paid.
But if you’re looking to further streamline your invoicing process, Truly Small Invoicing can help automate the process even more than our customized templates can.
From predefined templates and new invoice creation to tracking customer profiles, credit card processing, and invoice status tracking—Truly Small Invoicing houses all the tools for your invoicing needs—saving you hours back into your week to run your business.
Piqued your interest?
Try out Truly Small Invoicing today to find out how our software can automate your invoicing process.