7 Ways To Make Your Invoices Rock

February 19, 2013

7 ways to make your invoice rockby Justine Parsons


  • Do your invoices make it easy for your customer to pay you, on time?
  • Do your invoices market your company?
  • Do your invoices create a memorable impression of your company’s outstanding customer service?
  • Do your invoices connect?

The simple tax invoice is possibly one of the best read communication existing between you and your customer.  Think about it!  Your invoice is often seen by the key decision maker, whether that be the business owner or manager authorising your payment.  So, lets make sure that any invoice you send out from now on is all it can possibly be.

7 ways to make your invoice work for your company

Design: Your invoice template, whether it be in Xero or Word, should look professional and represent your brand.  Key elements are:

  1. Good quality logo in the header
  2. Colours, fonts and graphics aligned with your brand style palette.

Contact details: Not just for account queries, I’ve often gone back to an invoice to look at any notes I’ve made before phoning.  Yes, your customers can look on their system or Google you but make it as easy as humanly possible for them to get in touch.  Include:

  1. Your full company name
  2. Address
  3. Landline, mobile and skype (if you want to be contacted via Skype)
  4. Email address
  5. Website

Personalise your invoice: I don’t mean, “we appreciate your business”, make it about your customer.  For example I might add a note to an invoice to a training company who I prepared handouts for, “thanks John for choosing me to help you with your material.  I’m sure your course will be a resounding success”.

Marketing aside, your invoice should also include:

Payment terms: Is your invoice due on the 20th of the month following, in 7 days, or do you require payment on invoice.  Be clear.

List all available payment options:

  1. Cheque
  2. Electronic payment
  3. Credit card
  4. Paypal

Description: Be transparent about what you are charging.  Provide as much detail as you can (without producing a 3 page document) to minimise any queries.

Discount:  If you offer discount, show it on your invoice.  Even if no discount is applied, showing that you offer discount can often lead to an enquiry.


What have I missed?  I drafted this article in the car as headed out of town last weekend.  I deliberately stayed off my phone researching more tips … originality is key!  Therefore I need your help.  What’s on your invoice?



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