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How to Create a Sales Invoice

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A sales invoice is a document issued by a seller to a buyer requesting payment for goods or services provided. A well laid out sales invoice containing all the necessary information to comply with statutory requirements and the customer’s needs conveys efficiency and professionalism.
What you'll need: 
Word processing or spreadsheet software
Microsoft Word and Excel have templates available for sales invoices. You may find that there is one suitable for your invoicing purposes and all you will need to do is insert your own information. If you choose to create a sales invoice from scratch, the templates available on Microsoft Word and Excel will give you an idea of the information that should be shown on an invoice and how the information should be laid out. Alternatively, take a look at other company invoices or search the internet for ‘sample sales invoices’.
The word ‘invoice’ should be clearly shown in bold font towards the top of your invoice so that the recipient immediately knows the type of documentation they are dealing with.
Invoices must include your business name, address, telephone number, email address, company registration number and VAT registration number (if VAT registered). Invoices should also show the name and address of the individual or business you are invoicing, and the date the invoice was raised.
Each of your invoices should have a unique invoice number. For example, the first invoice you create could be 0001, the second 0002 and so on. Invoice numbers can also contain letters. Many companies will prefix invoices with letters that specify the client. For example, if you’ve provided services for companies called JB Computing and Joe Bloggs Contracting Services, for JB Computing you could use JBC001 and JBC002, and for Joe Bloggs Contracting Services, JOE001 and JOE002.
The body of your invoice should provide quantities, details, dates of services or goods provided and unit prices, along with the total cost of the goods or services, the vat amount (if vat registered) and the total amount due.
Your invoice should include the date payment is due, normally 30 days after the invoice date, and your accepted methods of payment, such as cheque or bank transfer. If you accept cheque payments ensure you state on the invoice who the cheque should be made payable to, and for bank transfers you should include your bank details (account name, account number and sort code).
Save your first invoice as a template for all future invoices.
If you intend to send your invoice by email, it is recommended to convert it to PDF format first so that it can not be altered.


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