Thứ Sáu, 14 tháng 12, 2012

Creating professionally formatted invoices

By Susan Bapsnill


Did you know that poorly formatted quotes and invoices can easily create a negative impression on your customers? You may be surprised to learn that it is just as easy to make a positive impression and nurture trust in your business though professionally formatted invoices.

To create professionally formatted invoices you need to focus on 3 main topics. If your business put effort into getting these 3 basic points right your business is well on the path to professional invoicing. You first need to look at your invoices\' look and feel. How does the invoice look to your clients?

The second point to investigate in all of this is the point of required fields. Almost all tax regulations require you to put certain fields on the invoices you generate and send. Check with your local tax department what these are to make sure the invoices you generate are legal and contain the necessary fields.

And last is spelling. Now that you have your design and necessary fields determined you need to make sure that your content is right. The accuracy of the data you populate your invoice fields with is vital.

I look at each of these points in detail below:

Look and layout

Getting your invoices to look good is all about doing research and getting the right help. Shop around for online systems or software that creates professional looking quotations and invoices for you. If you are going the DIY route investigate good invoice layout and ensure that the invoices you generate are in line with these.

Required fields

By law, certain information is needed to appear on the quotes and invoices you send. This is a very important consideration to take note of if your business makes tax invoices. Contact your local taxation control department to determine which data is required to appear on your quotations and invoices.

Watch your spelling and grammar

Always pay attention to spelling and grammar on quotes and invoices. This breed of attention to detail transfers a positive image to your customers. The worst sin in invoice making is getting your client\'s name or business name wrong. Thoroughly checking this data takes a few minutes, but the result can be making a loyal client for life. So when possible do your best to make sure your quotations and invoices are free from spelling mistakes.

Take note of the advice in this article and learn how they will benefit you. Apply them in your day to day operations and your business will reap the rewards.




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