We also prioritized software primarily designed for invoicing or ones that offered a robust, standalone invoicing feature.
We also considered pricing, but because we have a roundup dedicated to free invoice software, we expanded our testing to include paid apps. We looked for apps with either unique or extensive features-those that do something no other app offers. When testing apps, we focused our research on hosted invoicing software (if you're interested in self-hosting your invoices, check out Invoice Ninja). Instead of creating a new document and typing everything in manually each time, you customize your invoice app once, track ongoing projects, and let the app generate the invoice. Those are the must-haves, but we were also looking for how easy the apps were to use-creating an invoice should only take only a few clicks.
For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog.įirst and foremost, invoicing software should:Īllow you to create an invoice more quickly than you could in your word processor We're never paid for placement in our articles from any app or for links to any site-we value the trust readers put in us to offer authentic evaluations of the categories and apps we review. We spend dozens of hours researching and testing apps, using each app as it's intended to be used and evaluating it against the criteria we set for the category. Documents should be consolidated and provided to the client all together.All of our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software. The final invoice should be provided to the customer along with the appropriate receipt of payment. The business or service provider should retain a copy for their records, and provide a copy to the client(s). Once a successful payment has been processed, multiple copies should be made. This may be cash, check, money order, credit card, pay pal, electronic funds transfer, etc. Payment typeĪcceptable payment types should be included on the Itemized Invoice. Sales taxes may vary by state and even city depending on location. The sales tax should be included and should be based off the total amount of all items added together. Any services provided should be broken down into labor, materials, add-ons, etc. For items sold, they should have a detailed description and total cost for each item. List all products and/or services individuallyĮach service or item sold should be listed separately.
How to Bill a Customer with an Itemized Invoice 1. Business that utilize Itemized Invoice Templates are: Providing line of sight to each item being purchased or each service, ensures that customers or clients understand their final total amount and how it relates to the itemized information. These “items” can stem from a service provided continually to products being purchased. Statement advising acceptable payment types should be includedĪn itemized invoice template should be utilized when a business needs to receive payment for multiple items.Total cost – ensure taxes and any applicable fees are included.Cost – each item and service should be listed out separately.Description of item or service being invoiced.Merchant contact information (street address, phone number, email, etc.).All items would be calculated and the final amount with tax and any additional charges would be accurately displayed at the bottom of the form.Īn effective invoice will have the following information:
Each item or service would be listed per line. An i temized invoice is a document that is used to provide an itemized statement for a client when goods and/or services are purchased.