Document guides / Invoice
The invoice: ask for the money, clearly.
An invoice is the document that turns finished work into a payment. It lists what you did, what it costs, what has already been paid and what is still owed, with a way to pay it.
No account needed for the free version.
When you would use a invoice.
The work is done
Bill for completed work as soon as the client signs off, while the job is fresh.
A deposit or milestone is due
Invoice the deposit before you start, or each milestone as you reach it.
A one-off or repair job
Small jobs often skip the estimate and go straight to an invoice.
You approved an estimate
Turn the signed estimate into an invoice so every line carries over.
Top to bottom, what the page shows.
This is the order a client reads it in, and the same sections AeroInvoice puts on a invoice.
- Who and where
Your business, the client, and the job site if it differs. This is what an accountant or insurer looks for first.
- Line items
Each item with quantity, unit price and amount. Separate labor from materials so the client sees what they paid for.
- Totals
Subtotal, discount, tax, total, anything already paid, and the balance due. The balance is the number that gets headlined.
- Payment schedule
If you bill in stages, the schedule shows what is due now and what comes later.
- How to pay
A pay link and accepted methods. The easier it is to pay, the faster it happens.
- Notes and terms
Due date, late fee policy and any early payment discount. Written terms are what you point to if a payment slips.
- Attachments
Photos or a signed contract that back up the charge.
- Number prefix
- INV
- Signed by
- Invoices are not signed. The client pays instead.
Tips
- Put a due date on every invoice. "Due on receipt" is a date too.
- Number invoices in sequence. Gaps raise questions in an audit.
- Send it the day the work finishes, not the end of the month.
Good to know.
What is the difference between an invoice and a bill?
Can I invoice before the work is finished?
Make your invoice in minutes.
Try the free version with no account, or start free to send it to a client as a link.