How Do I Do an Invoice with airSlate SignNow

Understanding Invoice Basics

Creating an invoice involves several key components that ensure clarity and professionalism. An invoice typically includes the following elements:

• Header: Your business name, logo, and contact information.
• Invoice Number: A unique identifier for tracking purposes.
• Date: The date the invoice is issued.
• Bill To: The recipient's name and contact information.
• Itemized List: A detailed breakdown of products or services provided, including quantities and prices.
• Total Amount Due: The total cost, including any applicable taxes or discounts.
• Payment Terms: Information on when payment is due and accepted payment methods.

Steps to Create an Invoice Digitally

Using airSlate SignNow to create an invoice can streamline the process. Follow these steps to prepare your invoice:

1. Log in to your airSlate SignNow account.
2. Select the option to Create Form or Edit PDF for Signature.
3. Choose a template or start from scratch.
4. Fill in your business details and the recipient’s information.
5. List the services or products, including descriptions and costs.
6. Add any additional notes or terms as necessary.
7. Save your invoice and prepare it for sending.

Customizing Your Invoice Template

Personalizing your invoice template can enhance your brand's identity. With airSlate SignNow, you can:

• Add your logo and customize the color scheme.
• Include specific fields relevant to your business or industry.
• Save your customized template for future use, ensuring consistency across all invoices.

Sending Your Invoice for Payment

Once your invoice is ready, you can send it securely through airSlate SignNow. Here’s how:

1. Choose the Send Document for Signature option.
2. Enter the recipient’s email address.
3. Include a brief message if desired.
4. Review the document to ensure all information is accurate.
5. Click send, and your recipient will receive the invoice directly in their inbox.

Tracking Invoice Status

Monitoring the status of your invoices is essential for effective cash flow management. With airSlate SignNow, you can:

• View when the invoice was sent and opened.
• Receive notifications when the invoice is signed or completed.
• Access a history of all transactions for better record-keeping.

Handling Invoice Payments

After sending your invoice, it’s important to follow up on payments. Consider these tips:

• Set reminders for payment due dates.
• Communicate clearly about payment options available.
• Send a polite reminder if payment is overdue.