How to make an invoice template

  • 3 min read
  • Last updated 2 Oct 2023

When creating an invoice template the most important thing to remember is not to forget any of the little details. Although it may seem self-explanatory, there’s info you must include on your invoice to make it HMRC-legit. 

In this guide, we’ll help you navigate the world of invoicing. That includes how to create the perfect invoice! Impress your clients with a clean, well-designed invoice. You’ll be no less than the talk of the sole trader town!

Whether you’re a self-employed person (a sole trader), a small biz owner, or a freelancer, we’ll show you what you need to know when creating an invoice template. 

What is an invoice?

An invoice is a document asking for payment. It includes a list of the goods or services you’ve provided for your clients/customers, what they owe you and the date they need to make the payment due. Invoices can also be tax documents when sales tax is included, called VAT.

Keep copies of all your invoices so when you file your tax return to HMRC, they’ll have all the info they need and you can avoid any penalties!

Invoices don’t need to be signed. You’ll usually sign a contract before the work begins.

Types of invoices

There are many, many types of invoices. Here are a few of the most common:

  • Sales invoice 👩‍💻
    • The invoice you send is a sales invoice. The one you receive is a purchase invoice
  • Tax invoice 📝
    • VAT-registered businesses send these and they include VAT
  • Interim invoice ♻️
    • Partially paid invoices over time for a bigger project (you’d usually send more than one of these)
  • Final invoice 🛑
    • The last interim invoice for the final payment, indicating that the work is complete
  • Proforma invoice 🧾
    • You give this to your client before you sell them a service or product

So, now that you’re more familiar with the kinds of invoices that exist, let’s move on to what actually goes on the invoice itself. It’s nothing you can’t handle! 

What information do I need to include on an invoice?

Names (or company names) of the buyer and sellerThe amount being charged
A unique invoice reference numberAny VAT that applies (note: it doesn’t apply to everyone)
List of goods and services you’re seeking payment forThe total amount owed
The date the goods/services were suppliedWhen and how to pay (like bank details)
The date of the invoiceInclude whether late payment fees apply

According to HMRC, these are the main things you need to include on an invoice. Luckily, you don’t need to memorise this list. You can use our dreamy self-employed invoice template (it’s free 🙌) to personalise and send out your invoice in minutes. 

Why it’s time to ditch your DIY invoice template

It’s time to level up your invoicing game. Don’t forget any of the little details again because now, it’s all automated! Just fill in the blanks and send off your invoices. It’s time to get your money and get paid 💸

Sign up for our free bookkeeping tools and head to the “my finances” section, it’ll look a little something like this:

  • Click on “create a new invoice”

Fill in some info:

  • The date you’re creating the invoice
  • Your company logo
  • Your client/customer’s details
  • Details about the service/goods you’ve provided
  • Add as many items to an invoice as you want
  • Add your payment terms (like payment due date, late payment fees that might apply, and how/where you want the payment to be made)
  • Add any extra, relevant notes

Send it off once you’re done! You’ll be able to track your invoice and view its status on your dashboard. This way, you won’t miss any invoices or forget to chase them up! Create your invoice template in just a few clicks on our free platform. No more wasting time fiddling around with the technical, boring bits. 

Take it one step further and link your bank account for an even more seamless process. Then you’ll be able to see your income and expenses on your accounting dashboard. A full, 360 view of your money. 

Get paid faster, keep all your invoices in one place and stay organised – forever. And did we mention it’s free to use? Time to make your life easier and your finances sparklier. And, when tax season approaches, hand it all off to your very own accredited accountant and relax.

🚀 Boss your bookkeeping – for free

Manage your self-employed finances in one place with 10/10 bookkeeping tools.

  • Save money, time and effort
  • Create and personalise invoices
  • Track all your income and expenses in one place
  • And more!