Invoice Templates for Small Business

Invoice Templates for Small Business

Learn how to create invoices instantly and get paid faster with professional business invoice templates. We’ll show you how to create recurring and branded invoices for any service or business type.

Whether you’re so new to business you’re still asking, “What’s an invoice?” or you’re a seasoned pro, having some templates or tips on how to create an invoice can help simplify when you need to send a bill to a customer.

If you use Word or a similar program, you can pull up a template and fill it out. Or, find a free invoice template online. But these days, you don’t need to have a separate document for an invoice: you can create an invoice directly in payment processing apps or on platforms like Yottled or Quickbooks. The key to a professional invoice is, you need to include the right info, and make it easy to read.

Here are some easy ideas for creating professional invoices for your business. We’ve arranged them by type of service so it’s easier to label them for your own use. Don’t want to do DIY it? We’ve got you covered here with an automated invoice template for any business or service type.

Details to Include in a Product Invoice

Make sure you include the following info in a product invoice:

  • Your company name and/or logo
  • The name of the customer
  • Products sold (itemized)
  • Price per product with a Total price in bold (include taxes and fees)
  • Date of purchase
  • What types of payment are accepted, included any necessary contact info or mailing addresses
  • Deadline for payment and any late fees assessed after the due date

Details to Include in a One-Time Service Invoice

If you’re invoicing for a one-time service, include these details:

  • Your company name and/or logo
  • The name of the customer
  • Services rendered (itemized if necessary)
  • Price per service with a Total price in bold (include taxes and fees)
  • Date of service
  • Types of payment accepted, including necessary contact info or mailing addresses
  • Deadline for payment and late fees assessed after due date

With a service invoice or a product invoice, there is often a comment section available after the service and price, where you can send a note of thanks to your customer. This is a great way to connect with your clients and encourage them to come back! It’s simple and easy to create these types of business invoices with templates that are provided by software.

Monthly Invoice Template

Monthly invoices are more common if you’re billing a recurring service. If you have a regular monthly invoice, you should have places to include extra fees for carryover balance. These types of business invoice templates can be hard to maintain without software to help you keep track. Info you should include:

  • Your company name and/or logo
  • The name of the customer / customer ID or account number
  • Services rendered or the name of the recurring monthly plan
  • Price for the month + carryover unpaid balance + late fees with a Total price in bold (include taxes and fees)
  • Date range of service for the month
  • Types of payment accepted, including contact info or mailing addresses for payment
  • Deadline for payment and deadline after which late fees are assessed, including amount of fee


Laura Cowan

Laura Cowan

Laura K. Cowan is a tech editor and journalist whose work has focused on promoting sustainability initiatives for automotive, green tech and conscious living media outlets. A deep study of narrative journalism, storytelling and sustainable technology allows Ms. Cowan to draw out the meaningful stories of best practices from diverse professionals in an exploration of the culture and trends in emerging industries. She is currently Co-Founder and Executive Editor of Midwest tech news blog, Cronicle Press. Ms. Cowan’s writing and speaking have appeared with Automobile Quarterly, Writer Unboxed, Inhabitat, CNBC, The Ann Arbor Observer and The National Society of Newspaper Columnists.

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