In addition to helping you stay on top of your finances, it can also help you keep track of receipts and other important documents. This can help you save money in the long run and avoid costly mistakes. By having all of your financial information in one place, you can easily see where your money is going and make changes as needed. This helpful document can help you keep tabs on your spending, income, and debts so that you can better manage your money.Īn invoice template can help you become more organized and efficient with your finances. When it comes to tracking your finances, a template for a personal invoice can be an extremely useful tool. It includes fields for itemizing the work performed and the corresponding charges, as well as space for adding your logo and other branding information. 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).This type of Personal Invoice Template is designed for individuals or sole proprietorships, as opposed to businesses.Total: Outline the total amount due from the customer, after tax.This is legally required to provide on invoices, and your rate may differ depending on where you run your business. Tax: Indicate the tax rate applied to the subtotal.Subtotal: Add up the subtotal of your goods or services, before tax has been applied.For each line item, include a brief description, quantity, individual unit price, and total price. Line Item: Add individual line items for each unique good or service you provided.Dates: Include the date when your invoice has been issued and the date when payment is due.For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001. You can format this based on sequence and customer. Invoice Number: Include a unique invoice number to help you track down this invoice in the future.

Customer Details: Under 'Bill To', add your customer's name, address, and contact information.Company Details: Add your company name, address, phone number, and logo to the top-right corner.Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.

Invoice sample word