Invoices
Most people billing a client do not need accounting software
They need one document, a few times a month, that contains the right fields and does not look like it was typed in a hurry.
Open the invoice templateFill it in, export as PDF
The usual alternatives are a word processor file that drifts out of alignment every time a line is added, or a full bookkeeping system priced for a company with staff. A template sits between them.
What belongs on one
Who, to whom
Your details and the client's, in full. An invoice missing a legal name is an invoice that comes back.
A number and two dates
An invoice number, the date issued and the date due. The number matters more than people expect — it is how the payment gets matched to the document.
Lines, then a total
What was done, how much of it, at what rate. A client who can see the arithmetic queries it less.
How to pay
The most commonly forgotten field on an otherwise perfect invoice.
What the template set covers
- Fills eight business form templates — invoice, receipt, quote, purchase order and more
What this is not
- Let you download the result without a subscription — running the tool is open to everyone, the download is not
- Offer a free plan — there is an intro week, then the monthly or annual price
It is a form that produces a document, not a system that tracks whether the document was paid. For many people that is exactly the right size.