Smart companies generate innovative cycles that overtime, make them function more effectively. Creating documents for business purpose is one of these innovative tactics as clients are not responding much on traditional formats and are in search of trendy outlooks.
A good invoice obviously includes the name or company’s name with complete contact information. It should include the physical address, email address, phone number and other relevant details. Except any confidential information from a customer; the complete contact details should be written for accounting and recording purposes. In addition to the t client’s address, it is recommended to add the name of the client’s agent who handles the account. If there is any query about the charges, the client should be contacted easily.
The matter on the form has to be organized and should be further subdivided into categories. Categories with company’s profile, buyer’s information, contacts and details are necessary. Another category with the order description and details is also integrated comprehensively in the invoice form.
The invoice sets details of the transaction as the quantity and quality of product, or the kind of the service provided. the terms of the transaction, like Cash on Delivery, or a credit period negotiated is written clearly. It may also include the applicable tax charges. Incorporating the date is mandatory in an invoice however an invoice number is optional. But you can easily track an invoice with a number assigned to it. You can set the number like serial number or tally number for easy identification.
The former invoices were drafted for their functional purpose only but with the innovative digital technology the invoice forms are now designed for both functionality and appearance. Several backgrounds, texture, color and fonts are available easily to draw a designer’s invoice form. This is used for accounting as well as marketing purpose from your company.
To display your company’s prominence you have to add your brand or Logo in the invoice. This could complement the design on your business letter heads or other documents. This shows that how your company is concerned about its trade name. Next you need a tabulated area to list out the items for billings. Even if you’re billing for a single item break up the expenses into sections so your client can perceive what he is paying to you. A total figure would become unsatisfactory for the client as he thinks that you are charging a lot. Sometimes a detail is vital to include in the item column, therefore design the row or column according to the text see and contrast the actual item and the details with different color to let your client know what is the item and where is the description. Use bold fonts for figures and totals. It is better to include the payment duration clearly on the invoice to clear any future misunderstandings