Sales invoice template

Increasing sales is the only way to make your business grow and thrive – so if you have the skill and know-how to bring in sales, why are you wasting your talent on administrative tasks, like invoicing? Instead of being bogged down in paperwork, use one of our beautifully designed, fully customizable invoice templates. Available in Word, Excel, PDF, Google Docs, and Google Sheets, these templates will get you out there ringing up the sales – instead of stuck at your desk writing up invoices!

Invoice template preview

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Choose the best invoice template for your sales needs

Sales

Helping your customers select the product or service that is right for them takes a lot of experience and skill. These customizable, free invoice templates help keep you focused on your customers, instead of creating invoices.

Wholesale

If you are in the wholesale business, you sell your goods to a variety of customers. This free invoice template is flexible enough to be used for all the retailers you work with. Just add lines to describe all the details of the sale.

Retail

No matter what your store sells, you need a fast and easy-to-use invoice to record transactions and bring in the cash flow. This free invoice template can be easily customized to include exactly what products or services your customers buy.

Services

You are an expert at the service you provide. That doesn’t mean you need to be an expert at invoicing for your service. Download, customize, and use this invoice for all your service sales and orders.

Credits

Sometimes you need to issue a refund to a customer. It’s fast and easy-to-do with this invoice template. Because it’s customizable, you can add in all the necessary details, and have clear, accurate information for your record-keeping.

Alternatives to using sales invoice templates

Make your business a success by finding out more about what Wave can offer you. Save time and take even more work off your hands by trying our free automated invoicing and accounting.

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Why sales professionals should send beautiful invoices

Illustration of invoice being sent

Whether you are a sales professional, or you run a business that depends on sales, you need an invoice that is flexible enough to accurately capture all the details – such as prices, quantities, discounts, and applicable taxes.

Especially if you are charging for several items, or a mixture of goods and services, your invoice should be clear and easy to read so the customer knows exactly what they are receiving for their money. This will help you with your business planning too, as it makes it easy to see which of your products or services are selling the most.

A professional, well-designed invoice also connects directly to your brand in the minds of your customers. You want every touch point to reflect the high quality of your products or services.

How to fill out your sales invoice

Once you've downloaded your free invoice template, you'll need to customize it to fit your specific business. Here are the 10 key things to include on your invoice:

  1. Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.
  2. Company Details: Add your company name, address, phone number, and logo to the top-right corner.
  3. Customer Details: Under "Bill To", add your customer's name, address, and contact information.
  4. Invoice Number: Include a unique invoice number to help you track down this invoice in the future. You can format this based on sequence and customer. For example, if you're sending your very first customer their first invoice,  the invoice number could be 001-001.
  5. Dates: Include the date when your invoice has been issued and the date when payment is due.
  6. Line Item: Add individual line items for each unique good or service you provided. For each line item, include a brief description, quantity, individual unit price, and total price.
  7. Subtotal: Add up the subtotal of your goods or services, before tax has been applied.
  8. Tax: Indicate the tax rate applied to the subtotal. This is legally required to provide on invoices, and your rate may differ depending on where you run your business.
  9. Total: Outline the total amount due from the customer, after tax.
  10. Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).

What should be included on a sales invoice

Make sure your invoice includes all you need to complete the sale and bring in the money by following these steps.

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  • Look through our selection of beautifully designed sales invoice templates, and download the template that matches your business best in either Word, Excel, PDF, Google Docs, or Google Sheets. It’s free!
  • Add your store or business name and address, phone number, and email address. You want to make it easy for the customer to come back!
  • Insert your logo and website, along with any other graphics or images that are appropriate for your business
  • Add in the client’s name and their contact information
  • Add on a unique sales invoice number and the invoice date
  • Include the complete sales information, including a list of the products and/or services sold, the quantity of each, and the price per unit or service
  • You can easily add lines to customize the invoice format to include any applicable charges, such as shipping and delivery, or customs fees if this is an out-of-country sale
  • Calculate your total price, including all applicable tax, and enter the total at the bottom of the invoice
  • Include your payment terms, including the methods of payment you accept, and the payment due date
  • Never miss the chance to stand apart from the competition, so add a line to thank the customer for their business, and promote another related product or service they might be interested in
  • Save a copy of the invoice for your records – and give a copy to your happy customer!

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When is the right time to send a sales invoice?

Most retail and online e-commerce businesses ask for payment at the time of sale, but if this is for a large order, or a service to be performed in the future, you might ask for a percentage of the price up front, with the remainder on delivery, or when the service is completed.

If it is for a regular, ongoing service or product order, you should put an invoicing schedule in place to ask for payments at designated intervals, such as bi-weekly or monthly.

Illustration of hourglass timer

Invoicing tips for sales professionals and business owners

Satisfaction guaranteed

You want your customer to be completely satisfied with your products or service, so list any warranty information or return policies on your invoice. This also goes a long way to building trust with your customer – which of course, hopefully leads to a long-term relationship.

Keep in touch

Ask for your customer’s email address and get permission to periodically send them a message about a great sale, or new products and services they might like. Let them know you have a privacy policy and won’t sell or give out their address.

Include all the details

Your sales invoice should be clear and easy-to-read, but it also needs to include all the relevant details so your customers know exactly what they are paying for. You don’t want any misunderstandings to get in the way of the sale.

Make your invoice look good

Make your invoice do double duty as a reminder of your great products and services. Make sure it looks as good as the outstanding customer experience you provided so they visit you again and pass on your name to their family and friends.

Accept your customers’ preferred payment methods

Everyone appreciates convenience and flexibility in how they pay for goods and services, so make sure you offer the payment methods your customers want. Add electronic options such as e-Transfers, debit cards, and online payment methods to the types of payment you accept.

Free Invoice Template vs. Wave Invoicing Software

Wave
Free Invoice Template
Price
FREE
FREE
Send unlimited invoices and see when clients open them
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Invoice anytime & accept payments online
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Send automated late payment reminders
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Know customers automatically get a receipt when they pay
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Track sales and sales tax for accounting
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Add business partners or accountants as collaborators
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Connect your bank account easily
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Access accountant-approved reporting for year-end
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