Tax: Indicate the tax rate applied to the subtotal.Subtotal: Add up the subtotal of your goods or services, before tax has been applied.For each line item, include a brief description, quantity, individual unit price, and total price. Line Item: Add individual line items for each unique good or service you provided.Dates: Include the date when your invoice has been issued and the date when payment is due.For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001. You can format this based on sequence and customer.
Invoice Number: Include a unique invoice number to help you track down this invoice in the future. Customer Details: Under "Bill To", add your customer's name, address, and contact information. Company Details: Add your company name, address, phone number, and logo to the top-right corner. Title and Description: Name the project and briefly describe what type of work your client is being invoiced for. Just make sure that Extend Forms Fill-In & Save In Adobe Reader is enabled in your PDF's file settings and you're good to go. When you save your fillable template, make sure that you can save the invoices you create. You can add fields to the form as well as adjust their layout and positioning using Acrobat's top toolbar and the tools in the right pane. For example, don't turn the "INVOICE" word into a field, but the invoice number will have to be something that you or your team can change! So make sure that invoice number is a form field. Remember that the fields you keep should be the ones that change on each invoice, just like a template. You can select the sample invoice you had previously prepared, or even choose a scan of an invoice to serve as the background of your invoice template.Īcrobat will start analyzing the document or image that you selected and suggest some form fields for you, based on the contents of this sample.Īfter seeing the suggested form fields given by Acrobat, you can choose to keep these fields, add your own, or even remove some if you feel you don't need these. Once Acrobat is open, click on the Tools menu and select Prepare Form to start your new template. This will serve as the basis of your PDF invoice template. Make a sample invoice using your preferred word processor such as Word. You should start with a ready document for your invoice. Creating a PDF invoice template – or for any use, like simple bills or orders – is simple, but you will need software to edit an PDF file, such as Adobe Acrobat.
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