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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 February 15, 2019

How to Achieve Goals and Increase Your Chance of Success

How to Achieve Goals and Increase Your Chance of Success

Does it ever feel like the things you want to accomplish always end up on the back burner? If the answer to that question is “yes,” you’re not alone. Only about 33% of people consistently work toward their goals. In some cases, their goals may seem too lofty to accomplish, or else they aren’t sure how to make a plan for them.

If you don’t come up with concrete steps to take toward your goals, they’ll remain dreams. There’s nothing wrong with being a dreamer, but being able to turn your dreams into goals you can realize will help you lead a happier and more fulfilling life.

Luckily, you can realize almost any dream when you harness the right goal-setting methods.

In this article, I’ll show you how to achieve goals and get closer you success.

1. Break your dreams down into specific and measurable steps

We couldn’t talk about goal-setting without mentioning SMART goals.

SMART goals are specific, measurable, assignable, realistic, and time-related.

Specific and measurable steps are so important because if we don’t know what our target it, how can we ever hit it?

Take all those beautiful dreams you have for yourself and make them into things you can actually do. If you want to be an entrepreneur, for example, a step toward realizing your dream might be researching what you’ll need to start your business.

Find out more tips about utilizing SMART goals here:

How to Use SMART Goal to Become Highly Successful in Life

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2. Have at least one clearly defined goal for every interest and role in your life

It’s so easy to become complacent or stagnate. We often think that our careers are the only places where we need to set goals, but we aren’t only what we do.

To make the most of your life, take the approach that you’re always learning and growing in everything you do. Anything worth doing is worth doing well after all.

Set goals whether you’re sponsoring an activity for your child, taking up guitar lessons or trying to prove your worth at work.

You’ll notice that this approach forces you to constantly develop new skills. It can also be fulfilling to put more focus and value into all areas of your life— not just the ones related to our careers.

3. Align your goals with your life’s mission, purpose and passion

Take the opportunity to do some soul-searching. What is it that you want to do with this precious life of yours?

Anything that conflicts with your life’s purpose is bound to cause discontent. Staying in a bad relationship, doing a job that goes against your values, or maintaining the status quo just because it’s comfortable are not options for you.

Thinking about your goals in this way can help you eliminate things in your life that don’t serve you. This frees up mental space that you can use to do the things you care about the most.

Many of us struggle to find the time to work on our goals, but this strategy enables you to make more time.

4. Create goals that ignite your spirit and inspire you to take action

If you can’t be fired up about your goals from the start, they might not be good goals for you.

The road to success is often tough. You’re going to have times when you might feel tired or discouraged.

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You need to feel inspired enough that you’ll be able to overcome obstacles as you encounter them.

If what you’re doing motivates you to be the greatest version of yourself, you’ll be much more resilient.

5. Write down all your goals in specific, measurable detail

This is your road map for what success will look like. The more you define what you want the finished product to be, the greater the chance that you’ll reach that vision.

When you write down your goals, you’re creating a document that you can revisit to make sure you’re on track.

When you’re in the middle of trying to achieve a big goal, it can be hard to see what’s working for you. The things you write in this step will help you stay on-message as you take your goals out of your mind and into the real world.

Don’t just write down your goals and stash them away in a folder somewhere. Take the extra step to put them somewhere where you’ll see them.[1]

If you have too many goals to post on your desk, write a summary or choose one or two steps to work on for the day. Just seeing them will keep them in the front of your mind.

6. Commit to hitting each of your targets without exception

You wouldn’t have created the target if you didn’t think it was necessary. Hold yourself accountable for taking the steps to succeed.

You can always adapt your strategy or break your targets into smaller steps if you find that they aren’t attainable as you originally wrote them.

Hitting even the smallest target is cause for a celebration. It’s a step in the positive direction. Your success will make you crave more success.

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We often make excuses when we get tired or overwhelmed. Take away the option to make excuses. You will only be satisfied with the best effort from yourself.

7. Share your goals with others to motivate each other

There’s something so powerful about people sharing their goals and dreams with one another. Doing so gives voice to some part of us that could remain hidden (and therefore never be accomplished).

When other people know about your goals, they can cheer you on and hold you accountable. When people share their vision with you, you can do the same for them.

This strategy is particularly beneficial when you’re trying to develop healthy habits. Post about your workout on social media, or do a healthy eating challenge with your best friend. You’ll be less likely to slack when temptation arises, and you’ll probably encourage someone else to reach for their goals too.

8. Set a series of daily, weekly and long-term goals, complete with starting times and deadlines

Many goals never reach realization simply because the goal-setter doesn’t check their progress. People tend to forget what they set out to do, or their goal gets crowded out by other obligations.

Forcing yourself to revisit your goals at regular intervals breaks them into smaller steps and it reminds you to think about them.

Giving yourself regular deadlines for smaller tasks related to your goals also helps you reflect on your strategy. You’ll figure out what works for you, whether your timeline is realistic, and whether or not you need additional help to stay on track.

In addition, celebrating small wins helps you stay motivated. Here’s how:

How To Celebrate Small Wins To Achieve Big Goals

9. Take 10 minutes every day to imagine how great it will feel to achieve your goals

Visualization is such a powerful tool. Some of the most successful athletes, celebrities and business people take time each day to think about how success looks and feels for them.[2] Imagining that feeling of satisfaction can be a great motivator.

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When you do meet your goals, take some time to be grateful. Thank yourself for showing up and doing the work. Be grateful when the stars align properly to help you advance to the next step.

It’s not just getting to the destination of your goals that matters. How you take the journey is important too.

10. Take an action step toward reaching your goals every day

Your goals can easily get buried in the hustle and the bustle. Even the smallest step in the right direction is still moving you forward.

Keep chipping away at the work every day and before long, you’ll start to see those dreams come to life.

Maybe you didn’t start your business today but you designed the logo that’s going to go on your website and business cards. Doing that task well is going to help you so much in the long run.

Concrete actions day by day draw your dreams out of obscurity and into the realm of possibility.

The Bottom Line

Dreams can inspire and overwhelm us. By turning our dreams into goals that we can work toward, we increase our chances of success. Things that once seemed impossible are suddenly within reach.

It’s time to start turning your dreams into goals and your goals into realities. Change begins today.

More Resources About Setting & Achieving Goals

Featured photo credit: Andrew Neel via unsplash.com

Reference

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