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The invoice category can be determined directly from the invoice or it results from the xCBL document category that was sent. The invoice category determines how the document is processed further in reporting. (Credit memos have to be deducted from the cumulative invoice amount.)

How to Create a Simple InvoiceDownload the basic Simple Invoice Template in PDF, Word or Excel format.Open the new invoice doc in Word or Excel.Add your business information and branding, including your business name and logo.Customize the fields in the template to create your invoice.Name your invoice.Save

What to include on an invoiceThe word 'invoice' so that it stands out from quotes or estimates.A unique invoice number.Your complete information name, address and phone number.Customer's complete information name, address and phone number.Invoice date.List of products or services provided including cost.More items...

Different types of invoices explainedProforma invoice. Sent before any work is carried out, these documents list out the goods and services being provided along with the price.Interim invoice.Recurring invoice.Final invoice.Collective invoice.Credit invoice.Debit invoice.Account statement.

How to create an invoice: step-by-stepMake your invoice look professional. The first step is to put your invoice together.Clearly mark your invoice.Add company name and information.Write a description of the goods or services you're charging for.Don't forget the dates.Add up the money owed.Mention payment terms.Aug 13, 2020

To create an invoice for free, build your own invoice using Microsoft Word, Microsoft Excel or Google Docs. You can use a premade invoice template offered by the program you choose, or you can create your own invoice from scratch.

There are six main types of invoices. An interim invoice is a way to take a large project and break the payment down into multiple payments that corresponds to completion of a certain portion of the project. The interim invoice covers that amount of money and provides a way to help with cash flow during large projects.