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You may still be mailing paper invoices or you may be doing all your billing and payments over the internet, either using a website that accepts charge cards or an online payment system that uses email like PayPal. As a freelancer, this affects the part of your invoice that lists how you want to get paid. You may even offer your client a variety of payment options, and all of those should be mentioned on your invoice.
If you are shipping products, including a packing slip with the shipment provides clear communication to your customers. Indicate what items are included as well as any items that were ordered but not shipped. Not only does a packing slip inform customers, it can also help reduce mistakes before shipping. This is intended as an addition to a sales invoice.
Smartsheet is a spreadsheet-inspired work management tool with robust collaboration and communication features. Its Google Docs integration and pre-built invoice tracking templates make it even easier to manage customer information, create, send and track multiple invoices at once, and quickly organize the details.
Make real-time updates and share your invoice status with key stakeholders to drive better communication and increase transparency. Easily switch between spreadsheet, Gantt, and calendar views with team members or external collaborators.
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