- #HOW TO SET UP AN INVOICE TEMPLATE IN WORD HOW TO#
- #HOW TO SET UP AN INVOICE TEMPLATE IN WORD UPDATE#
Hover over the right of any line item and click on the trash can icon to delete that line item. Hover over the left of any line item, click and hold down the three lines icon to drag and rearrange the order of your line items. Add Taxes - Once line items are added, click on the Add Taxes link under the Item’s Rate and check up to two existing sales taxes to apply, or create new Sales Taxes instead. Create a new Item - Fill out the blank fields for Item Name, Description, Rate and Quantity (Qty), this will automatically be added to your list of Items for future use. To save you time, go to your Items & Services in your settings to manage your Items and Services to always include a specific Description, Rate and/or Tax so it’s filled out for you next time you add it to an Invoice 
Add an existing Item or Service - Choose from your list by typing in an existing item name. Import Unbilled Time and Expenses - This appears if the Client has any unbilled time or Expenses to rebill, click on this in the dropdown and then follow the rest of the steps here to add existing Time Entries and Expenses to the Invoice. To bill your Clients for your goods and services, click on the Add a Line button. When viewing your list of Invoices, you can also choose to sort your Invoices by Date instead of by Invoice Number to maintain chronological order. If you want to avoid extra characters being added, include leading zeroes to accommodate increments (e.g., #0009999 instead of just #9999). If the Invoice Number reaches the limit of its increment, an extra character is added at the end so it can continue (e.g., the last created Invoice is #9999, this will increment to #10000 on your next Invoice). 
Numbers Increment +1 - The Invoice Number you set will automatically increment +1 based on the last Invoice created. Numbers are Unique - The same Invoice Number cannot be used twice (regardless of whether the Invoice is archived or deleted). When you change your Invoice Number, keep in mind the following: The default number for your first Invoice is set to 0000001, with a maximum of 10 characters, or you can click and type your own alphanumeric number instead. If your Country in My Company is set to a specific Country, this will display as Tax Invoice Number instead. Reference Field - Enter up to 25 characters for any additional information you need to include, like purchase orders / PO numbers, project codes or work order numbers. Late Payment Reminders, Late Payment Fees and Payment Schedules are based off the Due Date and will change the Invoice status Due Date - The date your Invoice should be paid by, this is remembered based on the last Invoice you created, or you can click on it and choose between On Date of Issue, After x Days (where you choose the number of days), or Custom (provides a calendar picker). Date of Issue - The date of your Invoice, this defaults to today’s date, or you can click on it and choose between typing in the new date or using the calendar picker instead. #HOW TO SET UP AN INVOICE TEMPLATE IN WORD UPDATE#
Once a Client is selected, click on it and choose between Edit Client to update their information (which will also update their Client Profile) or Change Client to choose a different one Billed To - Click Add a Client and choose an existing Client by typing to search or fill in the blank fields to make a new one.My Company - Your Company information is displayed automatically based off what's in My Company, any changes made here will also update your My Company too.Set up your Invoice by choosing a Client and update any dates as needed with the below:
#HOW TO SET UP AN INVOICE TEMPLATE IN WORD HOW TO#
Or watch this tutorial on how to make a simple Invoice: Go to the Clients section (from the left menu), click on a Client, then click on the Invoices sub-tab and select the + button (this will create an Invoice assigned to this Client)įrom here, you can customize your new Invoice by going through each section below:.Go to the Invoices section (from the left menu) and click on the New Invoice button.On the Dashboard, click on the Create New button, then select Invoice.There are multiple ways to create a new Invoice:
To learn more about managing your Invoices, including adding payments, resending, printing or copying, as well as Bad Debt, individual and bulk actions, go to How do I manage my Invoices? here instead. Invoices allow you to bill a Client for your products and/or services, and help you keep track of your income in FreshBooks.
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