Guides

Invoice guides and examples

Practical answers about creating invoices, numbering them, setting payment terms and sending them to customers.

How to create an invoice

Learn how to create an invoice with a worked example, a practical checklist and free downloads.

Understand what an invoice is, when to use one and how it differs from an estimate or payment confirmation.

Compare an invoice with a receipt using a simple example, and learn what to send before and after payment.

Choose a clear invoice numbering format, avoid duplicate references and organize your invoices with practical examples.

Understand invoice payment terms and write clear due dates with practical wording examples.

Create a freelance invoice for hourly or fixed-price work with examples and a pre-send checklist.

Write a clear invoice email with a practical example, an attachment checklist and a payment reference.

Learn the difference between a pro forma invoice and an invoice, with an example of when each document fits.