An invoice, or sales invoices, is a billing document issued by a seller to a customer. The document typically: Details the contact and billing information Quantifies an itemized list of goods or services sold Provides a clear total for the purchase Defines any discounts or specific payment terms Contains a unique invoice number and date

How to Make an Invoice?

Include the word "Invoice." Assign a unique invoice number and date. Provide your business name and contact information. List out the details of the product(s) or service(s) you provided -- include quantity, rates, hours, etc. Provide the name and contact information of the customer. Highlight the subtotal. Specify any payment details or a due date if necessary. While your invoice details will change slightly depending on whether you are providing a service or a product (e.g., billable hours and rate vs. quantity and cost), the above guidelines serve as best practices for creating a professional invoice.

How to Send an Invoice?

When it comes to actually sending your invoice off to the customer, you have a couple of options: Send the invoice electronically via email or website. Send the invoice via postal mail.

What's the Difference Between a Bill and an Invoice?

The term "invoice" is often adopted in business environments to define a payment request for goods or services purchased by a specific customer. Once the customer receives the invoice, they will typically refer to it as a bill that they now owe to the seller.

What are the Most Popular Types of Invoices?

Standard Invoice Shipping Invoice Service Invoice Pro-forma Invoice Commercial Invoice Recurring Invoice

Where Can I Find Sample Invoices for Inspiration?

If you need help organizing all of the must-have information that comes on an invoice, download the free invoice templates above.

Invoice Generator

Tired of manually creating invoices? Say hello to HubSpot's Invoice Generator! With this free tool, quickly generate professional invoices that showcase your brand and impress your customers. Then, instantly manage your invoice with HubSpot CRM.

How to Use the Free Invoice Generator
with HubSpot

Use this free invoice generator to create your very own professional invoice. Once you're done, upload the invoice to HubSpot to effectively manage it and distribute it to customers.

1. Create your professional invoice by filling out each field in the template above.

2. Download the PDF or upload your invoice to HubSpot's revenue tools.

3. Manage this invoice and any future invoices with HubSpot. You can send it to customers, process payments, and analyze your revenue – all within the CRM.

Make full use of HubSpot's Commerce Hub to streamline your business billing. Unlock other easy-to-use features such as quotes, billing automation, and revenue reporting, and more.

A custom invoice for your business

Customize your invoice by adding your business details, logo, and changing the colors to fit your business branding. Stand out from the competition with tailored invoices that reflect your professional identity.

Whether you're a small business owner or an enterprise, Invoice Generator allows you to effortlessly generate professional invoices to impress your clients. Focus on what you do best and leave the invoicing design to us.

Manage your invoice with Commerce Hub

Explore additional features for managing your invoice in HubSpot:

Invoices

Create, send, and monitor professional invoices within HubSpot's customer platform. Consolidate invoicing, payments, and quoting in one place.

Payments

Expedite payments by easily generating and distributing payment links. Share links across customer touchpoints like emails, websites, forms, and meetings.

Quotes

Generate branded sales quotes, collect payments and electronic signatures within quotes, and automatically populate quotes with information from HubSpot’s Smart CRM.

Revenue Reporting

Analyze total gross revenue, top products, and top-performing sales reps with comprehensive revenue reporting. Customize your reports for additional insights.

Invoice Generator FAQ

An invoice is a billing document issued by a seller to a customer.

The document typically:

Details the contact and billing information
Quantifies an itemized list of goods or services sold
Provides a clear total for the purchase
Defines any discounts or specific payment terms
Contains a unique invoice number and date

An invoice number is a unique number assigned to each new invoice you create. These numbers are then used to organize and track each invoice sent.

Your invoice numbers should be assigned in sequential order. For example, your very first invoice might be “invoice no. 1,” followed by “invoice no. 2,” and so on. Invoice numbers aren’t specific to one customer, so you should keep a running total across all of the invoices you send.

That being said, some businesses choose to adapt their numbering system to meet their individual needs. This might mean that you choose to incorporate the date into your invoice number for filing purposes, like this: 20172711-001.

Now that you've generated your invoice, you have a couple options when it comes to sending it off to the customer:

1. Send the invoice electronically via email, website, or HubSpot.

2. Send the invoice via postal mail.

For many businesses, electronic is the preferred sending method, as it allows you to deliver invoices to a customer in real time. Use HubSpot's Commerce Hub to quickly and seamlessly send invoices to your saved customers.

When sending an invoice by postal mail, make sure that you consider the time it will take for your invoice to arrive. While this tends to be the slower of the two options, many businesses still send invoices via postal mail to meet the needs and demands of their specific audiences.

Having a well-designed, professional invoice can make a big difference in the eyes of your customer and help you get paid on time.

If you need help organizing all of the must-have information that comes on an invoice, use our tool above or download HubSpot's free invoice templates!

An invoice is a legal document and must include certain key information in order to be considered legal. Generally, invoices should include the customer’s name, address and contact details; an invoice number; a description of the goods and/or services sold; the quantity of each item; the total amount due indicated in both numerical and written form; any applicable tax rates applied to the sale; and the date the invoice was issued. Depending on the jurisdiction, additional information such as terms of payment or a unique customer identifier may also be required for an invoice to be considered legal.

In certain circumstances, it is possible to issue an invoice without VAT. This would generally be the case where the goods or services being invoiced are exempt from VAT, such as educational services or food products in some countries. Additionally, businesses which have an annual turnover below a certain threshold (which varies by country) may not be required to charge VAT on their invoices. It is important to check local laws and regulations when issuing an invoice so as to ensure that you are compliant with local tax requirements.

Disclaimer: These FAQs include some information on legal issues surrounding invoicing, but legal information is not the same as legal advice -- applying the law to a specific circumstance. We’ve conducted research to better ensure that our information is accurate and useful, but we insist that you talk to a lawyer if you want professional assurance that our information, and your interpretation of it, is accurate. In a nutshell, you may not rely on this information as legal advice, nor as a recommendation or endorsement of any particular legal understanding, and you should instead see this info as for entertainment purposes only.

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Invoice Generator