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10 Popular Invoicing Templates For Freelancers And Small Businesses

10 Popular Invoicing Templates For Freelancers And Small Businesses

Being a freelancer is not an easy job — it’s a hardcore career when it comes to the many tasks. You have to be on your toes always in order to satisfy clients as markets change drastically. You need to handle many complicated tasks on your own, starting from client discovery, tax compliance, and getting paid for the work you have done. One of the most important tasks that freelancers have to deal with is invoicing. Though it is quite hectic, it can also be satisfying if done right.

You have to prepare invoices to charge for the work you’ve done, which is a tedious job. But nowadays, with the help of invoice templates, you can do this in a series of steps at a much faster pace. You just need to download the template in the format required — PDF, Excel, etc. — and fill in the required details to complete it, including invoice number, reference, payment due by, PO number, tax details, items worked on, etc. There are a number of invoicing templates available on the market today to make your life as a freelancer easier. Here are just a few.

1. Invoice For Hours Worked Template

Once you are running any consulting business or service, it is a requirement to make a good impression on your clients. You want to keep the invoicing template as simple as possible so the client can best understand it.

This template is the simplest design which lets you calculate the total by entering the number of hours worked and hourly rate. You can also use this as an invoice for items that are not based on an hourly rate. There is option to add your PayPal ID so that your client can opt to pay by that method.

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2. Blank Invoice Template

There are number of small businesses that use blank invoice templates to bill customers. You can easily modify these invoice templates.

This blank invoice template is beautifully minimalist. It can be used for providing receipts and billing customers. This is ink-friendly design saves printing costs — that means it contains no formula and can be printed and filled out easily. You can customize blank invoice templates according to your needs by editing the header with the name of your business and inserting your logo.

3. Proforma Invoice Template

This template is basically used for defining the actual completion of a sale or the value of the trade prior to shipping. The pro forma is used to indicate a planned statement or transaction.

This Proforma Invoice Template will help your company to generate professional invoices. These templates can be designed for both international and domestic trade. You just need to download and fill out your customer and business information. This template has detailed transaction information so that the customer knows exactly what they are being charged for, leaving no chance of surprises.

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4. Sales Invoice Template

This template is professional, clean, and simple, designed for the small business owner. With this template, you can calculate shipping charges and tax. It consists of a single Excel sheet with multiple tabs, including basic sale invoice, Sales Invoice with Remittance, and Price List Option. You just need to save your customized spreadsheet as a template. You can also fill in Company Name, Bill To, Ship To, Salesperson, Ship Via, F.O.B, Terms. It is recommended to send this invoice to customers as a PDF by converting the invoice worksheet.

5. Consulting Template

This template has separate sections for defining hourly rates and other fees, like setup fees or fees for equipment. It has light and bold themes included in one download.

This template is specifically designed for IT consulting services. You can change the color of the layout to best suit your needs. Since different states have different tax rates, you can enter tax rates for hourly rate. Purchase order or Work order can be added in the header of the template.

6. Billing Invoice Template

This template allows the creation of quotes, invoices, receipts, estimates, and accounting statements. You can change the color scheme as well. In the table, you can mention QTY and UNIT PRICE, as well as defining the labor charges as rate and hours. You can include discounts in the UNIT PRICE column by giving them a negative value. In the second worksheet, you can add tax details. You can also send the invoice your to customer as a PDF.

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7. Basic Invoice Template

This template is extremely easy to use. It has one formula for calculating the sum, but that doesn’t mean you can’t add new formulas. To use the same template as a receipt, you just need to change the word in the header from Invoice to Receipt.

8. Invoice Tracker

This template makes the tracking of invoices easy as it maintains a list of all the invoices and customers. It lets you see billing statements from a single customer by using Excel features.

This template has number of features, including filtering and sorting invoices, displaying data on an aging basis, highlighting due dates for overdue payments in red, as well as the ability to mark invoice status as draft, paid, or closed. You can even send the invoice as a PDF to your customer.

9. Invoice Assistant

This template shows you a list of invoices and an overview of customers at the same time in the Excel form. It has the capability to generate invoices and maintain the tracker at the same time. You just need to select the particular customer and template and then give the defined values and mark the status for further tracking. You can generate an aging report as well. The main features include tracking invoice generated by any tool, customizable templates, etc.

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10. Service Invoice Template

This template is designed with freelancers and consultants in mind. It is useful when your business is more about offering services and not about shipping or parts. Its A4 size means it can be printed on a single page. You can also send the invoice to your customer through email as a PDF. You can also change the currency format in the invoice template by changing the cell formatting.

Featured photo credit: pixabay.com via pixabay.com

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Abhay Jeet Mishra

Writer at Lifehack & Enterested.com

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Published on October 8, 2019

How to Advance Your Career (and the Big Mistakes You May be Making)

How to Advance Your Career (and the Big Mistakes You May be Making)

The late writer William S. Burroughs once said that “When you stop growing, you start dying.” It might have a morbid undertone, but it’s one hundred percent true in terms of one’s career.

The days of finding a job with one company that you can stick with for 30 years, and simply relax as you move up its company escalator are few and far between in today’s world. This isn’t necessarily bad news. On the contrary, it means that you’re the one in charge of shaping your career advancement.

By putting these principles and behaviors into practice, you’ll begin to see how to advance your career quickly. Ready? Let’s get started…

1. Define What Success Is for You

There’s no right or wrong definition of what success in your career looks like. The important thing is to figure out what success looks like for YOU. It might, and probably will, change along the way, but if you don’t have some sort of milestone on the horizon, then you won’t know which direction to go in.

Think about success in your career in terms of one year, five years, and 10 years. Once you have that, it’s time to lace up your boots and get to work.

2. Learn How to Develop and Follow a Plan

Nobody just stumbles upon success accidentally. Sure, they may stumble upon breakthroughs or new methods accidentally, but all success stories have one thing in common — a plan.

Establish a timeline for the things that you want to achieve in your career in the next year, five years, 10 years, and so on. Consider the skills that you’ll need to learn to make these things happen and work on acquiring them.

3. Surround Yourself With Those Better Than You

It’s a rule of thumb among musicians that if you want to get better, then you need to get out of the bedroom and play with people who are better than you.

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By surrounding yourself with people who are better than you and where you want to be, you’ll not only see how these people climbed to where they are in their respective fields, but you’ll learn from them and naturally want to push yourself to be better in your own job as well.

4. Seek Out a Mentor(s)

A mentor will not only be able to help you refine and reach your career goals, but will be invaluable in landing promotions and finding unadvertised job openings.

One unique approach is to work on fostering a relationship with a mentor both within and outside of your company. This will help in giving you different perspectives as you rise up through the ranks in your company and career overall.

5. Stop Wasting Your Mornings

You may not think you’re a morning person, but if you can learn to be one, you’ll thank yourself 10 years down the road.

Prepare a to-do list of tasks that you want to accomplish the day before and work on knocking them out for at least one hour before you respond to morning emails. The problem with responding to emails first, is you’re giving your attention to somebody else’s agenda, instead of plotting your own course for the day.

6. Arrange or Attend a Networking Party

If you’re attending networking events simply because you might get a few free drinks, you’re doing them wrong. These events are great for meeting new people and forming relationships. Your goal shouldn’t be to get hired by the end of the night, but to simply make a good impression by being friendly and authentic. So what’s next?

Reach out a few days later via email or on social media to follow up and connect!

7. Pick Up Some New Skills

Nobody wants to be the old dog that can’t learn any new tricks. To move up in your career, you’re going to likely need to pick up new skills along the way. Maybe your company offers on-the-job training or you have the option of taking online classes at night.

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By learning new skills, you’ll not only be able to expand upon what you can already do, but you’ll make yourself more valuable to your employer and future employers.

8. Exploit the Benefits Already at Your Disposal

Remember what we just said about the possibility of your company providing on-the-job training? Take advantage of these sorts of benefits!

If you’re working for a company that allows you to job shadow other employees or has company mixers, you should attend these. They not only allow you to develop your skills within the company, but show seasoned executives within your field that you’re interested in more than just clocking in for a paycheck.

9. Make Yourself Indispensable

Good help is hard to find and employers want to retain outstanding employees. If you can learn to make yourself indispensable to your company, you’ll not only communicate that you’re successful, but will have a lot more job security. What’s this entail though?

It’s actually not all that difficult. By being reliable, adapting to new challenges, and holding your own work and performance to a high standard, you’ll stand out among your peers and others will take notice. Easy enough, right?

10. Get Off the Fence

People who advance in their careers are those who don’t shy away from voicing their opinion and stand up with authority when the opportunity arises.

If a problem arises in your company and you think you might have a solution or are willing to work to find one, then let others know. Employers value and promote problem solvers. Start off with something small and work your way up towards tackling more difficult tasks and projects.

11. Don’t Wait for More Responsibility, Ask for It

If you want more responsibility in your job, then be open about it with your manager. Your manager may be so busy with their own work that they weren’t aware you were looking for more challenges.

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Just make sure you can handle it and that you already show strong performance in your current duties. And if your manager doesn’t seem supportive about offering you more responsibility, well, then it could be time to look for new employment.

12. Stop Wasting Time on What You Don’t Want

If your career goals start with “I should do this…” there could be a problem. This kind of language in referring to goals can doom them to failure because the want isn’t there.

Consider using the RUMBA method (Reasonable, Understandable, Measurable, Behavioral and Agreed) when setting your goals. That “agreed” part should really be “want.” By going after career goals that you actually want to accomplish, you’re much more likely to achieve them.

13. Seek Out Feedback and Apply It

Simply doing your job might not always push you up in your career advancement. Too often, employees just assume that their bosses will notice their performance strides and reach out when the time is right to advance.

Don’t be afraid to regularly seek out feedback and ask for constructive criticism. It not only shows that you value your manager’s opinion but demonstrates that you care about your job and want to become better in your chosen field.

14. Pick Your Bosses Wisely

Advancing in your career can move a lot quicker if you’re working for the right people. If your boss isn’t any good at their job or doesn’t value you, then moving up could become difficult.

A great boss though, will be able to help you capitalize on your strengths and be an advocate for your success. If there aren’t any strong developers of talent in your management chain already, then look around for some and seek them out as mentors.

15. Learn to Develop Your Sense of Timing

The odds of asking for a promotion or raise are in your favor with over 70 percent of respondents to a survey from PayScale reporting some success. One thing to keep in mind that can make all the difference is when you ask.

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Some corporate cultures may prefer that employees reach out about advancement during their annual review, but maybe you work for a more free-spirited startup. The best approach may be to take note of when others advance and ask about how the organization handles employee development.

16. Work Hard and Promote Yourself

Working hard and delivering a solid job performance are the keys to advancing in your career no matter what field you’re in. This doesn’t mean you need to be completely humble about your accomplishments either.

Keep a record of your positive impact within the organization and let others both within your company and your field know that you’re enthusiastic about your role and work.

17. Don’t Just Build Your Network… Cultivate It

It’s way too easy to add new people to your LinkedIn network and then forget about them for all eternity. Rather than just collecting business cards or social media contacts, you should be cultivating relationships with the ones you already have.

Follow up with people that you haven’t spoken to in a while, offer to connect them with somebody you know in their field, or ask about a new job title they may have taken on. Doing so could be the spark that leads to a potential job referral.

18. Join a Professional Organization

The National Association of (insert your industry here) and other professional organizations can still offer a great wealth of advantages from networking to industry insights, and skill development.

Even outside of professional organizations dedicated to particular job fields, civic organizations can also be fantastic for making new contacts. After all, so much about career advancement is who you know, and you never know who you’ll meet who knows somebody else who is looking for someone with your skills and experience.

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Featured photo credit: JESHOOTS.COM via unsplash.com

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