So, when Jane Doe (customer number 25) makes another purchase or hires you for another job – the fifth one this year – you could list that as #25-0005. (You don’t want your customers, or your team, to refer to invoice #492485720934.) You can work around this by breaking your invoice number into multiple parts, like using a unique customer number with a variable project number. But, that may not be intuitive and can quickly become a mouthful. The simplest is chronological – use the next number in the numerical series. Invoice # : There are multiple ways to assign invoice numbers.A physical mailing address is a nice to have.
Your client's information : Make sure to include at least an email address and a phone number.Y our contact information : Include your company’s name, phone number, email address, and company website.Come up with a numbering system that makes sense for your business and helps you stay organized. When assigning your invoice, make sure it’s clear who the bill is from and who it is to. Once you've finished updating the template with your company's information, you can save it as a PDF. At a minimum, your invoice document should include basic information about your business as well as the details of the service you’re providing to your customer. To personalize your blank invoice template in Excel, upload your company logo and enter your details. Start by downloading a sample Excel invoice template or create one using our invoice template generator, then customize your template following the instructions below. Note Excel downloadable invoice template doesn’t include PayPal Invoicing built-in features.