Invoice Template

Clients Rate Lawyers on our Platform 4.9/5 Stars
based on 2,665 reviews

Jump to Section

Need help with an Invoice Template?

CREATE A FREE PROJECT POSTING
Post Project Now

What Is an Invoice?

An invoice, also known as a sales invoice, is a document that businesses or business owners issue to customers to request payment for goods or services. A good invoice template should include a space to display a clear total and specify the length of time that the customer has to pay for the invoice.

Difference Between an Invoice and Bill

The word "invoice" is usually used in business environments to refer to the payment request they send their customers. When the customer receives that invoice, they often refer to it as a bill that is owed. These two terms are commonly used interchangeably since both refer to itemized statements that a seller gives a buyer.

Most Popular Types of Invoices

There are several different types of invoices that a business can send:

  • Standard invoice: A standard invoice is the most common type and includes all of the basic information, including the contact information for the business and buyer, the invoice number, the date the invoice was sent, an itemized list of purchases that the seller made, and a clear total for the price of all goods and services.
  • Recurring invoice : This type of invoice is sent each month on a recurring basis. It often contains a fixed price for the goods and services that the buyer is regularly using. Examples of this type of invoice include cell phone business, rental properties, or business software.
  • Shipping invoice : A shipping invoice includes the cost and quantity being shipped for each item. It also includes the cost of shipping fees and taxes and a subtotal for those charges along with the cost of the goods. Like all invoices, a shipping invoice includes the contact information for the buyer and seller, an invoice date, and the number for the invoice.
  • Commercial invoice: This type of invoice is used when goods are being sent across international borders. It has all of the elements that you would see in the standard invoice, as well as other information necessary for customs, such as the country where the products were manufactured, what the items are for, the Harmonized System codes if the seller knows them, the total weight of the goods, the number of packages, and the reason they're being exported.
  • Pro-forma invoice: This type of invoice is different than the others in that it's not actually a request for payment, but instead an estimation or quote for what the seller believes a product or service will cost. Sending a pro-forma invoice is often a first step for negotiating a payment agreement. However, it's not actually a true invoice since no payment is requested.

How to Send an Invoice

There are a couple of different options that companies have when sending an invoice to customers, including:

  • Electronically: When customers send invoices electronically, they can either send it through a website or via email. Many companies use accounting software that allows the business to quickly generate an invoice and send it directly to the customer's email address. This is often the preferred method for sending invoices, as it delivers them to customers in real time. This method of sending invoices often allows customers to pay the invoices electronically as well.
  • Postal service: This is a slower method of sending an invoice, although some businesses still use it to accommodate the preferences of their customers. It's important to keep in mind the time it will take for the invoice to reach customers and the time it will take for the invoice to get back to you when you're putting a due date on it.

What Is an Invoice Template?

An invoice template is a document layout that makes it easy to replace default information with specific details for your company. It also provides the necessary fields that make it easy to fill in itemized information about the goods and services, including the price, quantity, shipping, and taxes.

Benefits of Using an Invoice Template

Using an invoice template is beneficial because it does the following:

  • Gives you the ability to save time by having a basic invoice that is already customized with your business information
  • Ensures you don't overlook information that should be included or updated on every invoice
  • Creates a standard, branded look that you can use for every invoice, making them instantly recognizable by customers
  • Shows a level of professionalism and emphasizes that the document is a record that should be kept
  • Makes it easy to calculate the subtotal and the grand total for goods or services rendered
  • Allows you to easily add messages promoting other products and services or thanking customers for their support

What Goes on an Invoice?

While invoices can be customized with additional information added, there are several sections that should always be included in the invoice:

  • Title: Every invoice should be clearly marked with the word "invoice" so it's immediately apparent to the recipient what the document is.
  • Invoice number: This number is unique to every invoice and should change sequentially for each one you send.
  • Date: This is the date that the invoice was created on. This is what the business and customer will refer to when they track the date that the payment is due.
  • Contact information: The invoice should always include the name and address for both the invoice and the client. Though an address may not be necessary in every case, particularly in invoice and payments are sent and received electronically, it can be good for your business to have this information for record-keeping purposes.
  • Contact names: The invoice should include the names for contacts within the business that's selling the goods or services and the contact name for the business or individual making the purchase.
  • Description of goods and services: There should be a description of the service of goods that the customer is buying.
  • Quantity and price: There should be a price per unit listed, as well as the total number of services or goods that are being sold.
  • Subtotal: The invoice should clearly state the subtotal for the goods and services before taxes are added.
  • Total: There should be a total amount owed to the business, which will be a number that's usually listed at the bottom or under the taxes and shipping costs.

What Is an Invoice Number?

An invoice number is a unique number that's assigned to each new invoice created. These numbers are used to keep track of the invoices you send and are usually recorded in the business's bookkeeping system. The invoice number should be assigned in sequential order.

Invoice Templates to Download

Here is a list of templates you can download for yourself:

Invoice templates are professionally formatted, printer-friendly, and fully customizable. That makes it easy for businesses to update them quickly and get them out to customers in a timely manner. Invoice templates can also be designed specifically for your company, allowing you to highlight your company's branding, including its own personal headers, footers, colors, and logo.

You can even add client-targeted messages to your invoices, thanking your customers for their business, suggesting additional services or products that they may be interested in purchasing, or adding other relevant information.

Ultimately, an invoice template provides a professional, easy way for you to request payments from your customers. If you need help creating an invoice template for your own business, contact Contracts Counsel today. Our vetted lawyers work in over 30 industries and are happy to help you create an invoice template that's customized for your own business.

How ContractsCounsel Works
Hiring a lawyer on ContractsCounsel is easy, transparent and affordable.
1. Post a Free Project
Complete our 4-step process to provide info on what you need done.
2. Get Bids to Review
Receive flat-fee bids from lawyers in our marketplace to compare.
3. Start Your Project
Securely pay to start working with the lawyer you select.

Meet some of our Invoice Template Lawyers

View Danielle
Member Since:
July 12, 2022

Danielle G.

Attorney and Founder at Danielle D. Giovannone Law Office
Free Consultation
Get Free Proposal
Schenectady, NY
15 Yrs Experience
Licensed in NY
Fordham University School of Law

Danielle Giovannone is the principal of Danielle D. Giovannone Law Office. In her experience, Danielle has found that many business do not require in-house legal counsel, but still need outside counsel that knows their business just as well as in-house counsel. This need inspired Danielle to start her firm. Before starting her firm, Danielle served as Contracts Counsel at Siena College and as an attorney at the New York City Department of Education, Office of the General Counsel. At the NYCDOE, she served as lead counsel negotiating and drafting large-scale commercial agreements, including contracts with major technology firms on behalf of the school district. Prior to the NYCDOE, Danielle worked as an associate at a small corporate and securities law firm, where she gained hands-on experience right out of law school. Danielle has provided legal and policy advice on intellectual property and data privacy matters, as well as corporate law, formation and compliance, employer liability, insurance, regulatory matters, general municipal matters and non-profit issues. Danielle holds a J.D. from Fordham University School of Law and a B.S. from Cornell University. She is active in her Capital District community providing pro bono services to the Legal Project, and has served as Co-Chair to the Niskayuna Co-op Nursery School and Vice President of Services to the Craig Elementary School Parent Teacher Organization. Danielle is a member of the New York State Bar Association.

View Michael
Member Since:
July 14, 2022

Michael J.

Partner
Free Consultation
Get Free Proposal
Warren, New Jersey
14 Yrs Experience
Licensed in NJ, NY
New York Law School

Combining extensive experience in litigation and as general counsel for a real estate and private equity company, I provide ongoing guidance and support to clients on a variety of transactional matters, including business formation, partnership agreements, corporate agreements, commercial and residential leasing, and employment issues.

View Anand
Member Since:
July 17, 2022

Anand A.

Counsel
Free Consultation
Get Free Proposal
Philadelphia, PA
8 Yrs Experience
Licensed in NJ, PA
Rutgers University School of Law

Anand is an entrepreneur and attorney with a wide-ranging background. In his legal capacity, Anand has represented parties in (i) commercial finance, (ii) corporate, and (iii) real estate matters throughout the country, including New Jersey, Pennsylvania, Delaware, Arizona, and Georgia. He is well-versed in business formation and management, reviewing and negotiating contracts, advising clients on financing strategy, and various other arenas in which individuals and businesses commonly find themselves. As an entrepreneur, Anand is involved in the hospitality industry and commercial real estate. His approach to the legal practice is to treat clients fairly and provide the highest quality representation possible. Anand received his law degree from Rutgers University School of Law in 2013 and his Bachelor of Business Administration from Pace University, Lubin School of Business in 2007.

View Christopher
Member Since:
August 16, 2022

Christopher M.

Corporate Counsel
Free Consultation
Get Free Proposal
North Cariolina
2 Yrs Experience
Licensed in CA
California Western

I am a corporate attorney with several years of experience with contracts, corporate and business, government projects, and employment law.

View Marc
Member Since:
July 28, 2022

Marc S.

Attorney
Free Consultation
Get Free Proposal
Henderson, Nevada
41 Yrs Experience
Licensed in NV
Southwestern University

Have been practicing real property and business law in Nevada for over 40 years. No longer handling any litigation, transactional matters only.

View Howard
Member Since:
July 29, 2022

Howard B.

Managing Member
Free Consultation
Get Free Proposal
Tulsa, Ok
9 Yrs Experience
Licensed in OK
University of Tulsa

Berkson is a dedicated, practical, and detail-oriented attorney licensed to practice in every state court of Oklahoma and the United States Northern and Eastern District Courts. He graduated from the University of Tulsa College of Law with Honors. While there, he received awards for highest grade in trial practice, legal research, and civil procedure. He was also the Executive Notes and Comments Editor for the Energy Law Journal, the official journal of the Energy Bar Association in Washington, D.C. The Energy Law Journal is one of the few peer-reviewed journals in the legal profession. Prior to becoming an attorney, Howard Berkson held executive positions involving a wide range of business and human resources management functions. He has in-depth knowledge of both business and HR practices. During his business career, Berkson negotiated, wrote, red-lined, and disputed contracts. He has answered charges, handled inspections, and supervised audits involving numerous agencies including the Department of Labor, the Equal Employment Opportunity Commission, the National Labor Relations Board, the Occupational Safety and Health Administration, and various state agencies. Berkson honed his analytical and writing skills while earning his Bachelor of Arts degree in Philosophy from the University of Washington. He went on to obtain a Master of Arts in Labor and Industrial Relations from the University of Illinois. Berkson’s work can be found in such publications as The Energy Law Journal, Human Resource Management Review and Personnel Psychology. He is a member of Phi Alpha Delta law fraternity and of Phi Kappa Phi honor society.

View Erik
Member Since:
July 31, 2022

Erik D.

Attorney
Free Consultation
Get Free Proposal
Tampa
13 Yrs Experience
Licensed in FL
Stetson University College of Law

Erik has been a practicing attorney in Florida for over a decade. He specializes in employment and real estate contracts. He has represented clients big and small and can assist with any contract issue.

Find the best lawyer for your project

Browse Lawyers Now

Want to speak to someone?

Get in touch below and we will schedule a time to connect!

Request a call