Simple Invoicing with Shopify

Shopify's free invoice generator simplifies the billing process, helping you get paid faster. With its user-friendly template, you'll have all the necessary details at your fingertips to request payment from your clients effortlessly. Just input the required information, and the generator will create a professional invoice that you can save, print, or email to your clients. It's that easy!

How to Easily Create an Invoice?

Creating a professional invoice is a straightforward process with this user-friendly tool. Here's how to do it step by step:

Enter your business details: Start by filling in your business name, contact information, and your client's contact details.

Text input field for entering your business details.Customize your invoice: Make your invoice look more professional by adding your logo. This adds a personalized touch to your invoices and reinforces your brand identity.

mage upload field for adding a company logo.

List the items you're billing for: Include all the items or services you're billing your client for. Use the "Add a Line Item" button to specify the details, such as product/service description, quantity, your hourly rate, and any applicable discounts.

Include notes or a message: If you need to provide additional information or a message to your client, use the memo section to add notes.

Review and adjust tax if needed: Double-check the total amount calculated by the tool. You can edit the tax section to match the tax rate in your region or account for any tax exemptions.

Generate your invoice: After filling out the necessary details, click the "Submit" button. Your completed invoice will be sent directly to your email address.

Download your invoice: Open your email, locate the invoice, and download it as a PDF file. Now you're ready to send it to your client.

What to Put in an Invoice?

When you're creating an invoice, make sure to include the following key information:

Your Contact Information: Include your name, address, and contact details. This helps your client identify the source of the invoice.

Client's Contact Information: Provide your client's name, address, and contact details so the invoice is properly addressed

An input form for entering client information into a template.

Description of Services: Briefly describe the products or services you provided. This helps your client understand the purpose of the invoice.

Date of Service: Specify the date or time period when the services were rendered or products were delivered.

Total Amount: Clearly state the total amount due, including any additional fees or taxes. This is the most crucial part of the invoice.

Payment Terms: Outline the payment terms, including the due date and accepted payment methods. This information makes it clear when and how the payment should be made.

By including these details, you ensure that your invoice serves its purpose effectively, facilitating prompt payment while clearly communicating the reason for the invoice and its terms.

How to Send Invoices to Clients?

When it comes to sending invoices to your clients, it's important to choose a method that aligns with your preferences and works well for your client. Here are two common options:

  1. Postal Mail: If you prefer a traditional approach, you can print a physical copy of the invoice and send it through postal mail. This method involves physically mailing the invoice to your client's location. It can be particularly useful when dealing with clients who prefer receiving hard copies or in situations where electronic delivery may not be feasible.
  2. Email: Another efficient option is to send the invoice via email. Since invoices are typically generated as PDF files, you can attach the PDF to an email and send it directly to your client. This approach is quick, cost-effective (as it eliminates printing and postage expenses), ensures immediate delivery, and provides your client with a digital copy that they can easily save or print.

Here's an example:

Subject: Your [Month/Year] Invoice

Hello [Client's Name],

I hope this message finds you in good health. Your invoice for the services/products rendered on [Date] is now ready for your review. It contains comprehensive details regarding the services/products provided, along with the total amount due.

Should you have any questions or require further clarification regarding this invoice, please do not hesitate to get in touch. We are committed to ensuring your complete satisfaction.

Warm regards,

[Your Name]

When to Issue Your Invoices?

You should send your invoices promptly after you've finished your work or delivered the products.

For setting payment terms, it's important to be crystal clear. Clearly state the due date for payment and any possible late fees or early payment discounts. Make sure your invoicing practices follow the best practices and standards of your industry.

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FAQ

Can I put multiple clients on one invoice?

Yes, you can include details for multiple clients on a single invoice by adding separate line items for each client.

Is a digital invoice enough, or should I send a printed one?

Most businesses prefer digital invoices sent via email or online platforms. However, it's essential to ask your client's preference.

What if a client questions or disputes an invoice?

Address their concerns professionally, provide explanations or adjustments, and maintain good communication to resolve the issue.

How long should I keep invoice records?

Keep records for at least seven years to meet tax regulations and potential audit needs. Consult with a financial advisor for your specific requirements.