Get Your Free Invoice Template DOC Download for Businesses

Free invoice template doc download for businesses

[Music] so if you own a business or you're engaging in business activity or even you're just wanting to start a business it's important to have invoices some of your customers or clients are going to want invoices so that can be an important document to have and now if you're set up with accounting or bookkeeping software typically these platforms can create invoices for you and if that's the case then you can just rely on those but for other businesses that are small just starting out don't have a high volume of transactions it might not be necessary to get accounting or bookkeeping software so in order to make an invoice without accounting or bookkeeping software you can just make them in you know something like canva or even uh Microsoft Word or Google Docs and regardless of how you make them it's important for them to look professional and even more important to have the right information on them so in this video I'm just going to give you a quick tutorial on how to make an invoice using Google Docs okay so just getting into the demonstration here first thing you probably want to have is just the title up here where it says invoice so just to clearly demonstrate that this document is an invoice and it's separate from a quote or a receipt to the right here you'll probably want to have some branding and some information about your company so company name could be your mailing address your street address email address phone number website you know could have a logo like I do here next thing is probably would have an invoice number this is good both for your records and for the records of your client and good just to change this uh each time and and do it sequentially you can you know start at zero if you want to or start at a different number but just increase sequentially and next thing would be an invoice date so when are you actually submitting this invoice to your client next thing would be who are you building it to and this can be you know placed differently formatted differently but this type of information is really important to have on any invoice but with the billing who is it going to is this to an individual is this to a company is it to an individual on behalf of a company like care of uh you'll probably want to put in the very least their name you might want to put some contact information or their address next thing would be the due date so this is really important is it due in 7 days is it due in 30 days or maybe even 60 days or due upon receipt like I have here and then after that you can start to fill out uh the details of the invoice what's actually included in the transaction so here I have service description but you could change the wording here especially if you're more so selling products where you want to have like an itemized list of the products that are being sold or maybe it's just a service provided or maybe it's a combination of products and services but what you want to do is just list all the items included in the transaction and then here the price per item and then the quantity of items and then the total is the quantity times the price so let's say you are invoicing them for a product that you write here and that product is you know $25 each and you had four of them then the total is $100 so generally good to include a lot of detail here kind of depends on the situation though next thing over here on the left would be you know maybe some terms and conditions you know you know when when do they have to pay what happens if they pay late are there extra you know service terms that they should be aware of under that you'll probably want to have you know maybe your your business number might be required or GST number or some type of sales tax number this can depend on the jurisdiction and potentially uh what's included in the transaction but always good to be in comp compliance with that and then jumping over here to the right when it comes to finalizing the amount you want to have a subtotal which is the amount generally before any extra fees orx taxes and then when it comes to taxes and fees you want to break those down in terms of um how much you're charging them you might want to have percentage plus dollar figure total or at least dollar figure total and then the grand total is just that subtotal plus any sales taxes or if there's any other fees that you have to add so that's going to be the amount that they actually have to pay and then at the bottom here I just have payment options which I mean it's optional but it's good to have like are you trying to get them to pay by E transfer or by check or cash or is there a link to your website where they can pay or should they come in and pay with a POS system or uh electronic funds transfer so good just to have those options and you know obviously update this every time I think it's good to uh save it as a PDF before you send it and then every time you are making a new one just make a copy rather than redoing this because you want to keep this um you know in your records as is so hopefully this video was helpful and again I will leave a link in the video description if you want to download that template of the invoice and from there you can just adjust it to make it suitable for your business and feel free to subscribe to my YouTube channel here where I currently have over 230 videos that cover business management and business startup topics