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 your business ships products to customers, a sales invoice template is the perfect choice. This template allows you to include shipping information, and it calculates the tax along with shipping and handling. This is ideal for small business invoicing, looks professional, and coordinates with the packing slip and purchase order templates.
A pro forma invoice describes the value of a transaction prior to its completion. The term pro forma refers to a planned business transaction. Pro forma invoices are commonly used when two companies are just starting to do business together and for international trade. The invoice describes the terms of a deal and can sometimes be used to expedite the customs and shipping processes.
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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