How to design an online invoice template?
These are the steps that small businesses need to follow in order to create clean looking invoice design for bills that get paid on time.
Create the Invoice template Structure
Before you start to design an online invoice template, take some time to plan the structure. It should be within the standard margins of an 8×11″ page. While most clients will send you invoices electronically, it is best to make it accessible to clients who prefer to print the invoices. You should leave space for all important information in your invoice, including a header, contact details for your client, an itemized list, payment terms, and deadlines.
Add Your Brand and Style
Invoice designs can be more than just business documents. They are a chance to show the professionalism and personality of your brand. This is particularly important if your business is in a design-focused field like web designers or graphic designers. However, all small businesses need consistent branding. You may also want to make sure your online invoice template matches your business cards or website.
Make the information accessible
Your invoice design should allow clients to access easily and quickly all information necessary to plan their payment. It is important to be able to read the invoice. You can create a grid with itemized descriptions, which includes columns for each section of information. The best way to make sure the most important information stands out in a grid is with color.
Make Room for Descriptions
You may want to add additional rows to the invoice grid to describe your services if you are creating an invoice using a grid that represents your services. Just allow longer text descriptions for your services and keep it clean and readable. You can create a grid that has itemized descriptions. Each section will have its own column. Use color to highlight the most important information in a grid.
You must make deadlines and total payments stand out
The payment due date and the invoice amount due are two important pieces of information that you should include in your invoice design. They will let clients know how much they owe you and when they must pay you. It can be more motivating for clients to pay you sooner if these two pieces of information stand out from all the rest. It is a good idea for clients to be able to see the payment amounts and deadline in bold font. Use color blocking, bolded text, large fonts, and bolded text to make payment information stand out.
Payment Terms clearly stated
Your payment terms shouldn’t be the most prominent information on your invoice design. However, it is important that you include space for them within your design. This will allow you to state which payment methods you accept, and any late fees. To show appreciation to your clients, you can include a thank-you note along with your payment terms. Even though most clients will electronically send you invoices, it’s best to make the invoices accessible to those who prefer to print them. All important information should be included in your invoice. This includes a header, contact details, a list of items, payment terms, deadlines, and a list of client details.
Online Invoice Template process in detail
Three pieces of information are important to ensure your clients see immediately when they open your invoice.
- From whom is the invoice?
- How much they owe
- They must make the payment by
All other information you include in your invoice design is secondary. These three pieces of information should be treated in a consistent manner so they stand out from the rest. This can be achieved by choosing a consistent font that contrasts with your background and making the elements bolder and more prominent than the rest of the page.
What does a professional invoice look like?
Professional invoices are easy to read and have a clear design. They also contain all the information that a client requires to pay. These are the details that must be included on a professional bill.
- If applicable, the business name and contact details along with a logo
- Name and contact details of the client
- An invoice number
- A payment due date
- This detailed listing of services includes descriptions, prices, and subtotals.
- The total amount due on your invoice
- Payment terms