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Simple invoice template

Most invoices are one job and one price. This template keeps it to that: who you are, who pays, what you did and what it costs, with the due date already set.

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Simple invoice · example

FromMaya Ortiz Bookkeeping
ToGreenleaf Cafe
CurrencyUSD
DescriptionQtyPriceAmount
Bookkeeping retainer, September: bank reconciliation, payroll entries and monthly report1$650.00$650.00
Total$650.00

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How to use the simple invoice

  1. Put your name and the client's name at the top.
  2. Write what you did in one line and enter the price.
  3. Check the due date, and change the terms if you agreed something else.
  4. Save it, and sign in when you want a numbered copy to send.

When a one-line invoice is enough

A single line suits a fixed-fee job, a monthly retainer, a day rate or a deposit. The client sees one figure and one reason for it, which is often all an accounts team needs to approve payment.

If the client asked for a breakdown, or the job mixes labour and materials, use separate lines so each can be checked against the quote.

Writing the one line well

  • Say what was delivered, not just the project name: "Logo design, three concepts and final files" rather than "Design work"
  • Add the period for recurring work: "Bookkeeping retainer, September"
  • Quote the client's purchase order number if they gave you one
  • Keep the price as agreed, and put any discount on its own line so it is visible

Questions

What is the minimum an invoice needs?

Your name and contact details, the client's name, an invoice number, the date, a description of the work, the amount and when it is due. Add a tax number and tax only if you are registered.

Can a simple invoice have more than one line?

Yes. Add lines whenever you need them; the template just starts with one.

Should I include tax on a simple invoice?

Only if you are registered to charge it. If the line shows a tax rate you do not charge, set it to zero.

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