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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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Last Updated on August 20, 2019

How to Find New Growth Opportunities at Work

How to Find New Growth Opportunities at Work

Career advancement is an enticement that today’s companies use to lure job candidates. But to truly uncover growth opportunities within a company, it’s up to you to take the initiative to move up.

You can’t rely on recruiter promises that your company will largely hire from within. Even assurances you heard from your direct supervisor during the interviewing process may not pan out. But if you begin a job knowing that you’re ultimately responsible for getting yourself noticed, you will be starting one step ahead.

Accomplished entrepreneur and LinkedIn Co-Founder Reid Hoffman said,

“If you’re not moving forward, you’re moving backward.”

It’s important to recognize that taking charge of your own career advancement, and then mapping out the steps you need to succeed, is key to moving forward on your trajectory.

Make a Point of Positioning Yourself as a Rising Star

As an employee looking for growth opportunities within your current company, you have many avenues to position yourself as a rising star.

As an insider, you’re able to glean insights on company strategies and apply your expertise where it’s most needed. Scout out any skills gaps, then make a point to acquire and apply them. And, when you have creative ideas to offer, make it your mission to gain the ear of those in the organization who can put your ideas to the test.

Valiant shows of commitment and enterprise make managers perk up and take notice, keeping you ahead of both internal and external competitors.

Employ these other useful tips to let your rising star qualities shine:

1. Promote Your Successes to Your Higher-Ups

When your boss casually asks how you’re doing, use this valuable moment to position yourself as indispensable: “I’m floating on clouds because three clients have already commented on how well they like my redesign of the company website.”

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Tell your supervisors about any and all successes. Securing a new contract or signing a new customer should be a cause for celebration. Be sure to let your bosses know.

2. Cultivate Excellent Listening Skills

Listen well, and ask great questions. Realize that people love to talk about themselves.

But if you’re a superb listener, others will confide in you, and you’ll learn from what they share. You may even find out something valuable about your own prospects in the company.

If others view you as even-minded and thoughtful, they’ll respect your ideas and, in turn, listen to what you have to say.

Check out these important listening skills: 13 Powerful Listening Skills to Improve Your Life at Work and at Home

3. Go to All Office Networking Events

Never skip the office Christmas party, your coworker’s retirement party, or any office birthday parties, wedding showers, or congratulatory parties for colleagues.

If others see you as a team player, it will help you rise in your company. These on-site parties will also help you mingle with co-workers whom you might not ordinarily have the chance to see. For special points, help organize one or two of these get-togethers.

Take the Extra Step to Show Your Value to the Company

Managers and HR staff know that it can be less risky – and a lot less costly — to promote from within. As internal staff, you likely have a good grasp of the authority structure and talent pool in the company, and know how to best navigate these networks in achieving both the company’s goals and your own.

The late Nobel-Prize winning economist, Gary Becker, coined the term “firm-specific,” which describes the unique skills required to excel in an individual organization. You, as a current employee, have likely tapped into these specific skills, while external hires may take a year or more to master their nuances.

Know that your experience within the company already provides value, then find ways to add even more value, using these tips:

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4. Show Initiative

Commit yourself to whatever task you’re given, and make a point of going above and beyond.

Position yourself so that you’re ready to take on any growth opportunities that present themselves. If you believe you have skills that have gone untapped, find a manager who will give you a chance to prove your worth.

Accept any stretch assignment that showcases your readiness for advancement. Stay late, and arrive early. Half of getting the best assignments is sticking around long enough to receive them.

5. Set Yourself Apart by Staying up on Everything There Is to Know About Your Company and Its Competitors

Subscribe to and read the online trade journals. Become an active member in your industry’s network of professionals. Go to industry conferences, and learn your competitors’ strategies.

Be the on-the-ground eyes and ears for your organization to stay on top of industry trends.

6. Go to Every Company Meeting Prepared and Ready to Learn

A lot of workers feel meetings are an utter waste of time. They’re not, though, because they provide face-time with higher-ups and those in a position to give you the growth opportunities you need.

Go with the intention of absorbing information and using it to your advantage — including the goals and work styles of your superiors. Respect the agenda, listen more than you speak, and never beleaguer a point.

Accelerate Your Career Growth Opportunities

A recent study found that the five predictors of employees with executive potential were: the right motivation, curiosity, insight, engagement, and determination. These qualities help you stand out, but it’s also important to establish a track record of success and to not appear to be over-reaching in your drive to move up in your company.

Try to see yourself from your boss’s position and evaluate your promote-ability.

Do you display a passion and commitment toward meeting the collective goals of the company? Do you have a motivating influence with team members and show insight and excellence in all your work?

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These qualities will place you front and center when growth opportunities arise.

Use these strategic tips to escalate your opportunities for growth:

7. Find a Mentor

With mentorship programs fast disappearing, this isn’t always easy. But you need to look for someone in the company who has been promoted several times and who also cares about your progress.

Maybe it’s the person who recommended you for the job. Or maybe it’s your direct supervisor. It could even be someone across the hall or in a completely different department.

Talk to her or him about growth opportunities within your company. Maybe she or he can recommend you for a promotion.

Not sure how to find the right mentor? Here’s How to Find a Mentor That Will Help You Succeed.

8. Map out Your Own Growth Opportunity Chart

After you’ve worked at the company for a few months, work out a realistic growth chart for your own development. This should be a reasonable, practical chart — not a pie-in-the-sky wish list of demands.

What’s reasonable? Do you think being promoted within two years is reasonable? What about raises? Try to inform your own growth chart with what you’ve heard about other workers’ raises and promotions.

Once you’ve rigorously charted a realistic path for your personal development within the company, try to talk to your mentor about it.

Keep refining your chart until it seems to work with your skills and proven talents. Then, arrange a time to discuss it with your boss.

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You may want to time the discussion around the time of your performance review. Then your boss can weigh in with what he feels is reasonable, too.

9. Set Your Professional Bar High

Research shows that more than two-thirds of workers are just putting in their time. But through your active engagement in the organization and commitment to giving your best, you can provide the contrast against others giving lackluster performances.

Cultivate the hard skills that keep you on the cutting edge of your profession, while also refining your soft skills. These are the attributes that make you better at embracing diverse perspectives, engendering trust, and harnessing the power of synergy.

Even if you have an unquestionably left-brain career — a financial analyst or biotechnical engineer, for example — you’re always better off when you can form kind, courteous, quality relationships with colleagues.

Let integrity be the cornerstone of all your interactions with clients and co-workers.

The Bottom Line

Growth opportunities are available for those willing to purposely and adeptly manage their own professional growth. As the old adage says,

“Half of life is showing up.”

The other half is sticking around so that when your boss is looking for someone to take on a more significant role, you are among the first who come to mind.

Remember, your career is your business!

More About Continuous Growth

Featured photo credit: Zach Lucero via unsplash.com

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