# How do I create an invoice?
To create an invoice: (1) Choose a method - use invoice templates (Word/Excel), accounting software (QuickBooks, Xero), or online invoice generators; (2) Add your business details - company name, logo, address, contact info, and tax ID; (3) Add client information - customer name, address, and contact details; (4) Assign invoice number - use a sequential numbering system for tracking; (5) Add date and payment terms - invoice date and due date (e.g., Net 30); (6) List products/services - description, quantity, unit price, and line totals; (7) Calculate totals - subtotal, taxes, discounts, and total amount due; (8) Add payment instructions - accepted payment methods, bank details, or payment portal link; (9) Include terms and notes - return policy, late fees, thank you message. Save as PDF and send via email or mail.
## Key Takeaways
- To create an invoice: (1) Choose a method - use invoice templates (Word/Excel), accounting software (QuickBooks, Xero), or online invoice generators; (2) Add your business details - company name, logo, address, contact info, and tax ID; (3) Add client information - customer name, address, and contact details; (4) Assign invoice number - use a sequential numbering system for tracking; (5) Add date and payment terms - invoice date and due date (e.g., Net 30); (6) List products/services - description, quantity, unit price, and line totals; (7) Calculate totals - subtotal, taxes, discounts, and total amount due; (8) Add payment instructions - accepted payment methods, bank details, or payment portal link; (9) Include terms and notes - return policy, late fees, thank you message.
- Save as PDF and send via email or mail.
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