![]() But first, let us understand what invoices are! So, if you are wondering how to prepare a perfect invoice and what they mean for your business, here we will discuss it all. It is an invoice that companies send to clients or consumers to request payment for goods or services. Since businesses must keep track of sales and income for tax and accounting purposes, invoices are still a crucial component of bookkeeping. The fundamental idea has essentially not changed in the five thousand years since the Sumerians created the first invoices, even though we’ve added a few tools and tricks to make book-keeping simpler. The look of the invoice also helps you to get paid faster.īefore we go any further, let’s see what an invoice for your business is and what are its essential elements. You can maintain the level of quality that your clients have come to expect from you while dedicating more time to the front end of your business or freelancing endeavors. ![]() By using the right tools to make personalized invoices, you can boost your profitability, maintain uniformity in your bills, and keep track of past-due invoices. Streamlining your accounting system may appear challenging at first glance, but with the right tools, it’s rather simple. Let’s see how Moon Invoice may create a personalized invoice for your business using an invoice template. As a result, you might be wondering how to make an invoice for your company. To maximize the time and financial resources of your business, you need to develop a highly effective system for invoices and billing. This saves you time when trying to customize invoices for your business.If you are a professional or freelancer wanting to improve the invoice and account management of your business, you are at the right place. If you are creating a sales invoice, you can use the Customize menu at the bottom of the New Sales Invoice page to jump to customization settings. This page also changes the reply address for any emails you send, whether you want to receive a copy, and whether you want to attach a PDF version of your document to your email. This standard text is pre-populated when you create your sales invoice but you can easily customize it before sending the email to a customer. ![]() The Document emails page is where you can change the default text sent when you email an invoice, statement or other document. Go to Settings, Business settings, Document emails. These can easily be changed on a per invoice basis when you create your invoice. There are also options to include your standard terms and conditions and any notes (such as bank payment details). You can include up to three columns' worth of information. This page is also where you can edit the footer details that are included on your document. ![]() There are also options to change what is shown on your invoice and what the columns are called. If you want to call Sales Invoice something different you can, if you want to tailor the prefixes used for your sales documents and start from a particular number, you can. The Document preferences page allows you to change what things are called to best suit your business. Select Settings, Business settings, Document preferences. You can also change the font and font size used. You'll see how the color change affects some of the tabular data on your invoice. Use the Plus and Minus buttons to zoom in or out on the image or Reset the image to start over.Ĭhoose an accent color for your documents. Once uploaded, reposition the image as needed within the preview area. ![]() The file format must be a JPG, PNG or GIF.īusiness logos should be a maximum of 280 pixels wide by 200 pixels high.Īssociation logos should be a maximum of 180 pixels wide by 200 pixels high. Logos must meet certain requirements to make sure they don't appear stretched, blurry, or pixelated on your invoice: Select Add a logo and then browse to the image file you want to use or drag and drop it on Add a logo. If you've been with us for a while you may find your template is from our older selection and is listed in Can't find your template? at the bottom of the section. A selection of templates are provided to suit both service and product-based businesses. To see which template is currently being used and the other templates that are available. ![]()
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