Invoice Do’s and Don’ts

Invoicing is a crucial aspect of running a business because it’s how you get paid for the products and services you provide. However, creating a professional-looking invoice can be challenging, especially if you don’t have a framework or system to use. And how do you even pick the right one? Don’t worry, help is coming because we’ve compiled a list of the top five things to include in every invoice!

1. Client Name and Event Date

Let’s start with the basics – be sure to include the client’s name and event date so you can easily search and reference the invoice. Why would you need clarification on who the invoice is to or from? Having this information on each invoice makes organizing your records and filing taxes much simpler when you have many clients to keep track of.

2. Invoice Number

Next, you’ll want to use a unique invoice number. It’s imperative that your invoice template lists a unique invoice number, and we recommend listing a unique invoice number (in the invoice title itself) so it stands out and is easy to identify.

3. Billing Details

Think about how you plan to bill your clients and make sure to break down what your charges are clearly. For example, some wedding pros charge by the hour, some charge per service, and some use a combination. Specifying how you bill will make it easier for your clients to understand what they are paying for from the get-go and help you keep track of your billing more efficiently.

4. Payment Terms

List out your payment terms, due dates, and instructions for submitting a payment. While this may seem like a lot of information to include in your invoice, it eliminates the need to re-explain your payment process, which means you get paid faster. Who doesn’t want that?

5. Branding

Finally, when building an invoice, consider your branding. Invoices are an opportunity to showcase your brand. Your brand identity can be communicated through your logo, verbiage, and even attachments (if you use Rock Paper Coin!). Choosing an invoice provider that allows you to showcase your brand allows for a more polished experience for your clients and can also set your business apart from others.

Invoices play a vital role in ensuring smooth operations and communication. That’s why Rock Paper Coin has you covered with our easy-to-use and personalized invoicing system. With our amazing payment features including custom payment schedules, attachments, custom branding, auto-pay, reminders and more – you can take your business to the next level, impress your clients, and improve your payment processes like a pro! Let’s get started today!

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