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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 January 7, 2021

How To Train Yourself When You Lack Attention To Details

How To Train Yourself When You Lack Attention To Details

Some people see the trees for the forest, and some see only the forest, meaning they lack strong attention to detail. But even if you’re one of the people who take a macro rather than a micro view, true professionalism requires balancing both.

If focusing on the fine points is not your forte, you will benefit from training yourself to pay attention to details. You will profit by saving yourself time, effort, money, and credibility.

Why Training Yourself in Attention to Details Pays Off

You add value to your organization when you make the effort to ensure that you performed your work thoroughly and effectively. This is why job postings often list “attention to details” among the required skills.

When you present your supervisor or client with well-completed, high-quality work the first time, it maximizes your value and minimizes wasted time. Detail-oriented people are also more adept at catching mistakes that could lead to costly blunders.

Moreover, attention to detail is an indicator of possessing other in-demand employee qualities, such as organization, thoroughness, and focus. In some professions, such as accounting, engineering, medical research, and more, you can only excel if you have trained yourself to pay attention to details.

In other professions, possessing strong attention to detail is the very quality that will get you promoted to a position where you will be asked to consider the big picture.

Finally, if you are the “go-to” details person, everyone else on the team can relax a bit. They know the project is in good hands and will likely throw you more projects as a reward. This will ultimately lead to your advancement.

3 Important Aspects of Becoming More Detail-Oriented

Here are the 3 important things you need to learn if you want to remedy your lack of attention to detail:

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  1. Respect deadlines
  2. Understand the work-flow plan
  3. Build in time to mess up

1. Respect Deadlines

Deadlines lend all projects a finish line. One smart idea is to take the given deadline and work backward from it, calculating when your piece of the project is due. Then, if you stick to the proscribed schedule for completing the mini-projects that you have, you will never miss a deadline.

One important note on this: It is smarter to stick to the deadline and turn in work that merits a “B+” than to blow the deadline with “A” work. Chances are, through revision and suggested changes from others on the team, you can bring up your B+ work to an A later. But if you disregard deadlines, you will lose the respect of your boss and fellow teammates.

2. Understand the Work-Flow Plan

Your team is developing work in conjunction with other teams who have projects and deadlines of their own. When you grasp the whole work-flow plan, you may be able to either add insight to the greater project or to your own smaller piece of it that others at the firm will consider valuable.

3. Build in Time to Mess Up

You can expect that “what can go wrong will go wrong.” Don’t overpromise on deadlines. Something likely will mess up, but when it does if you built in the time to fix it, those around you won’t freak out.

Chances are, you already give your attention to several details. Take heart. You can do this! You can overcome your lack of attention to detail and become more detail-oriented.

For starters, consider this: Most people take the time and put in extra effort into the activities or undertakings that matter to them most. Training yourself to become more detail-oriented can mean adopting a similar pattern of behavior.

Apply the same attention you give to your appearance. Are you a meticulous dresser? Do you pay attention to how you pair patterns and colors, and how you accessorize a particular outfit?

This is the same system to use when you lack attention to detail with your work. Give every item careful consideration so that each one contributes to the perfectly pieced-together whole.

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Assemble the ingredients the way you do when you cook. Cooking and baking from scratch require close attention to details as you measure and add each ingredient in sequence, and you time everything so that the meal comes together at the same time.

Similarly, your work product requires you to gauge whether all the ingredients have been added and that your final product is delivered on time.

Organize your business network like you do your social contacts. If you follow a broad base of friends and acquaintances on social media, you can apply similar skills to stay up-to-date on details associated with business acquaintances.

When you meet somebody who could be influential to your career or a resource for improving your skills, follow that person on social media. Respond to their posts to keep the lines of communication flowing.

12 Tips to Help You if You Lack Attention to Detail

Teaching yourself to take note of important details involves sharpening your perceptions and thinking ahead. The following tips will help you adopt these practices. Master these habits when training yourself to become detail-oriented.

1. Learn to Listen Well

You will pick up relevant information and needed nuance when you apply the skills of active listening. In conversations, train yourself to make eye contact, give your undivided attention to the speaker, and ask pertinent follow-up questions.

Training yourself to pay better attention to details in conversations includes learning to fully concentrate on what others have to say. If you find it hard, there’s no harm in taking notes on what they say.

2. Pay Attention to Social Cues

Make a point of noticing body language and facial expressions that provide insights into how others perceive a situation. Social cues offer details that give you an understanding of how words and actions impact others. The infamous character Michael Scott of the television show “The Office” epitomizes the consequences of not paying attention to others’ body language.[1]

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3. Follow Rules

Rules and protocols usually come about from lessons learned and are put in place to avoid further mishaps—whether from a safety or efficiency standpoint. If you’re given step-by-step procedures to follow, check them off as you go. Also, return to the rules at the project’s end just to make sure you adhered to them all.

4. Take Notes

Note-taking is a way to boost your retention and gives you something to refer back to when you need to keep track of pertinent details. You will also heighten your focus as you listen for relevant information. Review your notes shortly after the meeting or conversation and highlight the content that you intend to apply.

5. Prioritize What Needs Your Attention Now

When you have a full slate of work that demands your attention, take a few moments to sort assignments from most to least urgent. Keep a calendar, spreadsheet, or project planning software up-to-date with schedules and deadlines to help you stay organized.

As you tackle each urgent assignment, give it your full attention so no details are missed. Give yourself ample time—especially if you tend to be someone who waits until the last minute—as rushing can make you overlook important details.

6. Have a Detail-Oriented Assistant Check Your Work

If you lack attention to detail, then it makes sense to seek help from someone detail-oriented. If you have this option, take advantage of it. Two sets of eyes are better than one. Just be sure to credit your assistant for their help once the project is completed.

7. Learn the Rules of Writing Well

English is a difficult language, and grammar, punctuation, and spelling can all sabotage you unless you pay attention to detail. When in doubt, look it up. Free to use website services such as Grammarly can help.

8. Proofread Before You Hit Send

Nothing is perfect in its first draft. If you lack attention to detail, then put in the extra effort before submitting things. Before you send off any written work, check carefully not only for misspellings and incomplete sentences but also for improper tone, inappropriate colloquialisms, and inconsistent formatting. When your written communications are error-free, they will have their intended impact.

9. Minimize Distractions

It is impossible to stay focused when colleagues carry on conversations nearby or your mobile notifications ding you throughout the day. Do your best to limit distractions.

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If you are working where there is a lot of noise or side activity, try wearing noise-canceling headphones or seeking out a quiet corner. Disable your notifications when you need to focus, and resolve to only check them after you have completed your assignment.

10. Take Breaks

It may sound counter-intuitive to stop and take a walk, but it’s necessary. Walk away from the screen. Moving from one task to the next across the span of your workday is a recipe for brain fatigue. Give your brain a recess time when you come to a natural stopping place or after you complete one project and before you start the next. These short pauses are necessary for sorting through all the details needed for coming up with successful solutions.

11. Make Time for Reflection

At the end of a workday, take a few minutes to go over the day’s events in your mind. What was said or relayed in conversations? What is the status of the projects you worked on? What else occurred that you should pay attention to? Could there have been any details you might have missed that you should address tomorrow?

12. Keep a Detailed To-Do List

This simple organizational tool is your best ally for getting your work done on time and for paying attention to the details. If you are pressed for time (and who isn’t?), write your list to coordinate with dayparts.

Allot a certain number of hours to complete each task, do it, and then check it off. Nothing feels more rewarding than completing all the tasks on your list. But if you can’t finish them, then carry them over to the following day.

Final Thoughts

Details may seem small, but they can become a lot larger when they are overlooked. If you know you lack attention to detail, commit to training yourself to embrace the many facets that can help you consistently excel in the tasks you set out to accomplish.

When you begin to catch your mistakes in advance or apply the tidbits of information you gathered from paying close attention, you will know that you have trained yourself in the fundamentals of becoming detail-oriented. After that, you should start hearing the phrase “Great job!” more often.

More Tips on Boosting Your Attention to Detail

Featured photo credit: Cristina Gottardi via unsplash.com

Reference

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