What Is an Invoice?
An invoice is a document that is sent by a seller to the buyer. It is similar to the bill in the sense that it contains all the details concerning the transaction between the parties involved and that it is sent before the transaction can be concluded. This must always be prepared by the seller as the document can be used by the buyer to verify as to whether there are any errors or miscalculations that may have gone unnoticed.
How to Create an Invoice in Pages?
1. Begin By Opening a Template
You will need to access Apple Pages by clicking on the Pages icon in the Dock, Launchpad, or the Applications folder. Proceed to the template chooser and pick which invoice template you want to use. Take note that you can also decide to choose a blank template if you want to start making an invoice from scratch.
2. Provide Information on the Business
An invoice must always consist of information on the business responsible for sending it. So what you will need to do is to place the business's complete name, address, phone number and email address. It is highly suggested that you also include the business's logo as it is very useful for spreading its brand.
3. Place the Necessary Information About the Client
It is important the invoice contains details on the individual or business that it is to be provided to. It would be best if you have information on the person that you can send the document directly to in order to avoid any delays. Make sure to write down the client's complete name, address, and contact details into the invoice. Also, take note that each one has a specific invoice number and the date in which it was issued. Never forget to include both as they are useful for keeping track of client transactions.
4. Share Details on the Items Provided
No matter what kind of goods or services the clients received, the invoice must provide details on every single one of them. If you wish to include a table in the document, then simply click on Insert, select Tables, and then choose whatever style you think is best suited for the type of invoice being made. You must then proceed to provide the full legal description for every item provided, their individual prices, and the quantity of each.
5. Include the Payment Details
It is here where you will need to get the subtotal of all the items provided. Once you have that, factor in the taxes and whatever fees or discounts that must be included in the calculations to get the grand total that needs to be paid. You must then point out the methods of payment that the client is allowed to use. Take note that the more options there are available, the more likely you are to be paid on time. Lastly, place the date in which the payment is due. Common invoice timeframes offered include 14 days, 30 days, 60 days, and 90 days. You don't necessarily have to follow it so long as you give the client a reasonable amount of time to pay what you are owed.