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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.
Back in the days before e-commerce, every job was billed using paper invoices, everyone was paid with paper checks, and all those paper records were delivered in person or sent in the mail. Back then it was easy to put together the information needed for an invoice. For the self-employed freelancer in the 21st century, things are no longer that simple and it affects what you put on your personalized invoices.
And, with Smartsheets powerful collaboration features like comments, reminders, and attachments, you can store all invoice documentation in one place for everyone to view, access, and make changes in real time.
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.
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