How to Make a Basic Invoice in Apple (MAC) Numbers
There will always be a tight requirement in monitoring the cash flow of any business. One single mishap can reflect unreliable accounting data, which can result in mismanagement of the business in entirety. Certain measures, like invoicing, is essential. On the other hand, invoices are also beneficial in setting clarity of transactions with the customer or client before the payment is made. Invoices are also beneficial as a payment reminder to the customers or clients against overlooking.
In this article, we help you attain a streamlined way to sales-record by listing you below the fundamental key points in making a basic invoice in Apple (MAC) Pages.
1. Determine the Involving Entities
The involving entities in the particular transaction should be accordingly known through the invoice document. The most basic details to include are the names, location addresses, contact numbers, and email addresses if applicable. This is to ensure the accuracy of the invoice document is made and distributed to the rightful recipient. Make sure these details are correctly spelled out.
2. Specify the Invoice Document
No invoice should be the same as the other. The publication of one invoice should be unique. This can be specified by an invoice number and the date of print or publication. Indicate these data in the invoice layout to specify the invoice document.
3. Tabulate Particularly
It is highly vital to make sure the invoice document comprises of the relevant purchases made by the customer. Make columns and rows to identify the particular products or goods being requested for payment in the invoice. Emphasize the unit, unit cost, unit number, and provide a concise item description if possible. Most importantly, clarify the pertaining costs. Indicate the figures accurately and legibly. Indicate also the currency being implied. Do not rely on obviousness.
4. Note Terms and Conditions
It is also strongly recommended to provide comprehensive and concise terms and conditions on your basic invoice. Such information can be the days of allowance, consequences when missed, particular payment instructions, or other more. That depends on your contract with the client.
5. Employ Branding
Your invoice can also be good marketing collateral in increasing the brand awareness of your business. Consider the fact that your invoice is disseminated to the public. So it’s best to apply the color palette that matches your brand image and insert your business logo, tagline, and design elements. Keep it simple, though.
What is an invoice used for?
Basically, it is issued by a business provider to a customer or client to request for payment. It is commonly sent a long time ahead before the due such as 30 days prior.
What is a receipt?
In contrary to invoices, receipts are only made and issued to the customer or client when the payment has been made. It confirms the success of the payment.
Can I use an invoice template in Apple (MAC) Numbers?
Certainly, yes! Opting a template for your invoice needs is a practical choice. More so, if you’re running a MAC device, we have several industry-aligned invoice templates ready for your device.
Can I send the invoice in a digital format?
Yes. It’s even more efficient than physical mailing.
How is the invoice number made?
Typically, it is a system-generated code by the business provider.