Follow the steps to complete your invoice accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your company information at the top of the invoice. This includes your company name, address, city, state, and ZIP code. Make sure this information is accurate to maintain professionalism.
3. Next, fill in the 'Sold To' section with the recipient's name and their address details, including city, state, and ZIP code. This is important for identifying the customer.
4. Input the invoice number and date in the designated fields. The invoice number should be unique for tracking purposes, and the date should reflect when the invoice is issued.
5. Fill in our order number and your order number if applicable. This helps to correlate your records with those of your client.
6. Specify the terms of payment, such as 'Net 30', which indicates payment is due within 30 days of the invoice date.
7. If applicable, include the name of the sales representative for direct contact.
8. Indicate the shipping method in the 'Shipped Via' section and specify the freight terms (e.g., prepaid or collect), as this affects shipping responsibility and costs.
9. If goods are shipped to a different location, fill in the 'Shipped To' section with the appropriate details. If it is the same as the billing address, you can select the option for 'Same'.
10. Add the sales tax rate that applies to the transaction. This is usually a percentage and should be calculated based on the subtotal of the items being billed.
11. In the 'Description' section, detail the products or services being invoiced. Include quantity, unit price, and the corresponding amount for each line item.
12. Calculate and enter the subtotal of all billed items, along with any applicable tax to arrive at the total amount due.
13. Include the freight charges if applicable.
14. List the total amount due clearly, ensuring it stands out on the form. This defines the payment expectations for the client.
15. Lastly, direct any inquiries regarding the invoice to the appropriate contact person and include contact information as necessary.
16. Once all fields are completed and reviewed for accuracy, users can save their changes, download a copy, print the invoice, or share it electronically.

Complete your invoice online today and simplify your billing process!