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0:44 10:01 Suggested clip How To Create an Invoice in Excel + Free Invoice Template YouTubeStart of suggested client of suggested clip How To Create an Invoice in Excel + Free Invoice Template
Sign up for your free account here. Go to Invoices in your online Square Dashboard. Click Create Invoice. Select a customer from your Customer Directory, or enter a new name and email address. Add the invoice details and any applicable discounts. Click Send.
Include Contact Information. The first step in creating a simple invoice is to list all the necessary contact information. Add the Invoice Date. Establish a Simple Invoice Numbering System. List Your Services. Add Your Payment Terms. Include the Amount Due and the Payment Due Date.
Create an Invoice Header with Your Business Information. Include Your Client's Contact Details. Provide Invoice Information. Specify Your Payment Terms. Include an Itemized List of Services. List Applicable Taxes. Consider Adding Notes. More Customization Options.
Download the Square Invoices app on your iOS or Android device. Tap the '+' sign on the navigation bar and select 'Invoice'. Tap 'Add Customer' and either select an existing customer from your Directory or tap 'Create Customer' to enter your customer's name and email address.
Create a Professional Layout. Your invoice should look professional. Include Company and Client Information. Add an Invoice Number, Invoice Date, and Due Date. Write Each Line Item with a Description of Services. Add-up Line Items for Total Money Owed. Include Simple Payment Terms and Payment Options. Add a Personal Note.
Pick an invoicing system. Input customer information and standard billing amounts/items. Establish payment terms and policies. Design your invoice professionally. Use the carrot and the stick. Keep good records.
To create a free invoice, just fill out the template below. To print, download or send your invoice for free, click the save button. If you need more options, for example to upload a logo, change the language or currency, click the link below.
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