Step-by-step Guide on How to Create an Invoice

Our experienced accountants in London will guide you on how to write an invoice that builds trust and speeds up payments.

Design a clean and presentable design

Adjusting the invoice layout might seem like wasted time to you, but business documents should look professional for your customers. To produce the proper impression, using fonts and styling that match your branding, including a business logo, and using consistent formatting will help. As well as your company name and client details, include your personal information.
Furthermore, our professional tax accountants in London added that Your business name should be at the top of every invoice you send out. You can either place it in the middle or to the left. Adding ‘invoice’ to the document’s header makes it clear what your client is receiving and who it’s from right away.

Next, information about your company and the client must be provided. The following text should be included:

Company’s address and contact information.

Name and address of the customer, along with the name of a contact for whom you’re sure the message will get through if you aren’t sure which name to include, always provide the customer with a phone call so you can double-check.

This registered name, company registration number, and VAT registration number should be included if you are operating a limited company.

Invoice number, date of supply, and issue date must be included
On the Gov.uk website, it is stated that all invoices must include certain information by law. Also known as an invoice number, it is a unique identification number that is included on all of the company’s invoices. Invoice numbers are vital for this purpose because they enable you to keep tabs on who made payments and when.

The supply date should be included on your invoice as well as the date the good or service was provided. A timeline for issues needs to be assigned to each invoice so that you know when each invoice was sent to the customer. If you fail to include any of those details, your clients’ payments may be delayed, and they may even refuse to accept your invoices.

Next, you need to add the products and services which you’re offering and in the end provide the available payment options.

If you still have any issues while creating an invoice, reach out to our expert small business accountants for any help