{"id":28590,"date":"2023-09-21T16:54:13","date_gmt":"2023-09-21T15:54:13","guid":{"rendered":"https:\/\/taxfix.com\/en-uk\/?p=28590"},"modified":"2023-10-02T12:09:56","modified_gmt":"2023-10-02T11:09:56","slug":"how-to-make-an-invoice-template","status":"publish","type":"post","link":"https:\/\/taxfix.com\/en-uk\/self-employed-tax-returns\/bookkeeping\/how-to-make-an-invoice-template\/","title":{"rendered":"How to make an invoice template"},"content":{"rendered":"\n<p>When creating an invoice template the most important thing to remember is not to forget any of the little details. Although it may seem self-explanatory, there\u2019s info you must include on your invoice to make it HMRC-legit.&nbsp;<\/p>\n\n\n\n<p>In this guide, we\u2019ll help you navigate the world of invoicing. That includes how to create the perfect invoice! Impress your clients with a clean, well-designed invoice. You\u2019ll be no less than the talk of the sole trader town!<\/p>\n\n\n\n<p>Whether you\u2019re a self-employed person (<a href=\"https:\/\/taxfix.com\/en-uk\/glossary\/sole-trader\/\">a sole trader<\/a>), a small biz owner, or a freelancer, we\u2019ll show you what you need to know when creating an invoice template.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is an invoice?<\/h2>\n\n\n\n<p>An <a href=\"https:\/\/taxfix.com\/en-uk\/glossary\/invoice\/\">invoice<\/a> is a document asking for payment. It includes a list of the goods or services you\u2019ve provided for your clients\/customers, what they owe you and the date they need to make the payment due. Invoices can also be tax documents when sales tax is included, called <a href=\"https:\/\/taxfix.com\/en-uk\/glossary\/vat\/\">VAT.<\/a><\/p>\n\n\n\n<p> Keep copies of all your invoices so when you file your tax return to HMRC, they\u2019ll have all the info they need and you can avoid any <a href=\"https:\/\/www.gov.uk\/company-tax-returns\/penalties-for-late-filing\">penalties<\/a>!<\/p>\n\n\n<\/div> <!-- .c-body -->\n\n<div class=\"b-highlight-mini m-blue m-align-left\">\n    <div class=\"b-block-body\">\n        <p>Invoices don\u2019t need to be signed. You\u2019ll usually sign a contract before the work begins.<\/p>\n\n    <\/div>\n<\/div> <!-- .b-highlight-mini -->\n\n<div class=\"c-body\">\n\n\n\n\n<h2 class=\"wp-block-heading\">Types of invoices<\/h2>\n\n\n\n<p>There are many, many types of invoices. Here are a few of the most common:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales invoice \ud83d\udc69\u200d\ud83d\udcbb\n<ul class=\"wp-block-list\">\n<li>The invoice you send is a sales invoice. The one you receive is a purchase invoice<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Tax invoice \ud83d\udcdd\n<ul class=\"wp-block-list\">\n<li>VAT-registered businesses send these and they include VAT<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Interim invoice \u267b\ufe0f\n<ul class=\"wp-block-list\">\n<li>Partially paid invoices over time for a bigger project (you\u2019d usually send more than one of these)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Final invoice \ud83d\uded1\n<ul class=\"wp-block-list\">\n<li>The last interim invoice for the final payment, indicating that the work is complete<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"https:\/\/taxfix.com\/en-uk\/glossary\/proforma-invoice\/\">Proforma invoice<\/a> \ud83e\uddfe\n<ul class=\"wp-block-list\">\n<li>You give this to your client before you sell them a service or product<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>So, now that you\u2019re more familiar with the kinds of invoices that exist, let\u2019s move on to what actually goes on the invoice itself. It\u2019s nothing you can\u2019t handle!&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What information do I need to include on an invoice?<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Names (or company names) of the buyer and seller<\/td><td>The amount being charged<\/td><\/tr><tr><td>A unique invoice reference number<\/td><td>Any VAT that applies (note: it doesn\u2019t apply to everyone)<\/td><\/tr><tr><td>List of goods and services you\u2019re seeking payment for<\/td><td>The total amount owed<\/td><\/tr><tr><td>The date the goods\/services were supplied<\/td><td>When and how to pay (like bank details)<\/td><\/tr><tr><td>The date of the invoice<\/td><td>Include whether late payment fees apply<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.gov.uk\/invoicing-and-taking-payment-from-customers\/invoices-what-they-must-include\">According to HMRC<\/a>, these are the main things you need to include on an invoice. Luckily, you don\u2019t need to memorise this list. You can use our dreamy self-employed invoice template (it\u2019s free \ud83d\ude4c) to personalise and send out your invoice in minutes.\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why it\u2019s time to ditch your DIY invoice template<\/h2>\n\n\n\n<p>It\u2019s time to level up your invoicing game. Don\u2019t forget any of the little details again because now, it\u2019s all automated! Just fill in the blanks and send off your invoices. It\u2019s time to get your money and get paid \ud83d\udcb8<\/p>\n\n\n\n<p>Sign up for our <a href=\"https:\/\/taxfix.com\/en-uk\/bookkeeping\/\">free bookkeeping tools<\/a> and head to the \u201cmy finances\u201d section, it\u2019ll look a little something like this:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on \u201ccreate a new invoice\u201d<\/li>\n<\/ul>\n\n\n\n<p>Fill in some info:<\/p>\n\n\n<\/div> <!-- .c-body -->\n\n<div class=\"b-columns-mini m-align-left\">\n    <div class=\"b-columns-mini__container\">\n\n        \n        \n        <div class=\"b-columns-mini__item m-yellow\">\n                                    \n            <div class=\"b-columns-mini__item-content\">\n                <div class=\"b-block-body\">\n                    <ul>\n<li>The date you\u2019re creating the invoice<\/li>\n<li>Your company logo<\/li>\n<li>Your client\/customer\u2019s details<\/li>\n<li>Details about the service\/goods you\u2019ve provided<\/li>\n<\/ul>\n\n                <\/div>\n            <\/div>\n        <\/div>\n\n        \n        \n        <div class=\"b-columns-mini__item m-mint\">\n                                    \n            <div class=\"b-columns-mini__item-content\">\n                <div class=\"b-block-body\">\n                    <ul>\n<li>Add as many items to an invoice as you want<\/li>\n<li>Add your payment terms (like payment due date, late payment fees that might apply, and how\/where you want the payment to be made)<\/li>\n<li>Add any extra, relevant notes<\/li>\n<\/ul>\n\n                <\/div>\n            <\/div>\n        <\/div>\n\n        \n        \n    <\/div>\n<\/div> <!-- .b-columns-mini -->\n\n<div class=\"c-body\">\n\n\n\n\n<p>Send it off once you\u2019re done! You\u2019ll be able to track your invoice and view its status on your dashboard. This way, you won\u2019t miss any invoices or forget to chase them up! <a href=\"https:\/\/taxfix.com\/en-uk\/bookkeeping-invoicing\/\">Create your invoice template<\/a> in just a few clicks on our free platform. No more wasting time fiddling around with the technical, boring bits.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-container\"><iframe loading=\"lazy\" title=\"Taxfix free bookkeeping tools\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/QGE-5bYjjTc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>Take it one step further and <a href=\"https:\/\/taxfix.com\/en-uk\/bookkeeping-bank-account-linking\/\">link your bank account<\/a> for an even more seamless process. Then you\u2019ll be able to see your <a href=\"https:\/\/taxfix.com\/en-uk\/bookkeeping-expenses\/\">income and expenses<\/a> on your <a href=\"https:\/\/taxfix.com\/en-uk\/bookkeeping-accounting-overview\/\">accounting dashboard<\/a>. A full, 360 view of your money.&nbsp;<\/p>\n\n\n\n<p>Get paid faster, keep all your invoices in one place and stay organised &#8211; forever. And did we mention it\u2019s free to use? Time to make your life easier and your finances sparklier. And, when tax season approaches, hand it all off to your very own accredited accountant and relax.<\/p>\n\n\n<p><script src=\"https:\/\/static.elfsight.com\/platform\/platform.js\" data-use-service-core defer><\/script> <\/p>\n<div class=\"elfsight-app-b3abc3f9-5655-42a9-adb4-882903674975\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>When creating an invoice template the most important thing to remember is not to forget any of the little details. Although it may seem self-explanatory, there\u2019s info you must include on your invoice to make it HMRC-legit.&nbsp; In this guide, we\u2019ll help you navigate the world of invoicing. That includes how to create the perfect [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[497,440],"tags":[356,411,415],"class_list":["post-28590","post","type-post","status-publish","format-standard","hentry","category-bookkeeping","category-self-employed-tax-returns","tag-expenses","tag-self-employed","tag-tax-return-basics"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to make an invoice template &#8211; Taxfix<\/title>\n<meta name=\"description\" content=\"In this guide, we\u2019ll help you navigate the world of invoicing. 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