You did it! You decided to try your hand at freelancing and found a client who not only loves your work, but wants to pay you. Congrats! After downing a celebratory glass of champagne, or three, you realize you still need to work out the technicalities of payment. This isn’t always necessary; some companies who work with freelancers will often have payment systems already set up. But if they don’t, it’s time to submit an invoice. If you’ve never created an invoice before, knowing where to start can be tricky. But we promise after you create your first one, you’ll be a pro and will be ready to submit them by the dozens!
Create the Formal Document
Start by creating a document on a word processor using either your business stationary or just your business’ name and logo.
Include Pertinent Info
Next, include all of your contact information. Make sure the address you use is the one where you want your payment sent. The client may offer to pay you digitally, but it’s still good for them to have the proper mailing address.
Address to Employer
You will then address the invoice with a business name, address, and phone number. If you don’t have a physical address, then include their email. Also feel free to mention a specific contact if you know who will be in charge of your payment.
Number the Invoice
Based off a system of your choosing, create an invoice number. Include this number in your invoice and add the date sent and the date payment is expected by.
How do you want to be paid? By credit card, check, PayPal, etc. Include this information to avoid confusion.
Include the job information such as what the service was, the date completed and quantity such as word count, number of photos edited or how many products delivered. If you have a pay-per-word or hourly rate, break that down, then provide the final cost.
Send It Out
Make sure the document is cleanly designed and easy to read. The last thing you want is any mix ups on pay day! Double-check for any spelling or grammar errors and hit send! If you’ve been emailing your client, give them a heads up that you sent the invoice, especially if you’re using a third-party system like PayPal!