Invoice templates contain all the basic information that invoices exchanged between goods and services providers and clients usually contain. But they can also be changed to include more specific details or information that are particular to that specific business or client. This feature is common to PDF templates that can be changed to reflect your personal needs. You can find several different types of blank invoice templates online but then change them to meet your specific requirements.
H2 – What Is an Invoice?
An invoice is a business document that acts as a record of a transaction between a goods-and-services provider and a client. The invoice contains basic information like the goods or services exchanged, agreed-upon prices, the number of goods or services provided, a date, and the name of the client or goods-and-services provider.
Other details and information can be included like:
- A specific invoice number
- Contact information for either party
- Product description
- Terms of payment
- Tax registration number
Invoices are a common feature of doing business regardless of the size of the organization or the buyer or the seller. Large businesses issue them to track their purchases and keep a record for their balance sheets, while small businesses or freelancers use them for the same purposes. An invoice is an impartial way for buyers and sellers to agree to the particular terms of any transaction.
H2 – How to Create an Invoice: Step-by-Step
Creating an invoice is very straightforward and requires only a few steps on the part of either the buyer or the seller, as both parties can issue them to document a business transaction. You can either start with a blank invoice template or any simple invoice template to have a framework to create a more personalized type. But you can also download a bill template from an online database that gives you a good starting point to create more unique versions.
As every business or individual has different needs, sells different goods and services, and has varying prices, it is essential to be able to mold a sample invoice template into something more customized. Some businesses even turn their invoice sample into a fillable PDF form, making it easier to fill in different information based on the transaction.
The first place you can start is by downloading a sample invoice form. From there you can use a PDF editor like Lumin PDF to make changes to the form by adding more text fields, more data sets like a tax or VAT number, contact information, or adding elements like tables and company logos.
H2 – Download Your Free Invoice Template
There are several sites where you can download a free sample invoice template. They are usually available for free and often come in different file types like PDF or Word documents. There are even online invoices that you can fill out and save online, which then turns them into another file type or gives you the ability the send them directly to the payer or payee via email.