Sending Invoices - Fundamentals

Invoices sent to clients should at a minimum contain the following details:

  • Legal company name

  • Your company address

  • The client’s name and address

  • Invoice number

  • Invoice date

  • Due date

  • Your company's tax account numbers

  • Payment terms

  • Itemized list of products or services that you provided

Additional Considerations

  • Add Late Fees to create a sense of urgency among your clients. It will show that if the invoice isn’t paid by the due date there will be consequences. Make sure that this is discussed upfront and is clearly included in your payment terms.

  • Use software such as Square, Stripe or Rotessa to send invoices. It's easy and will save time in the long run. You can choose to accept payments directly from the invoice for a small cost or choose to collect payments manually (e-transfers) for free.

  • Offer multiple payment options. E-transfer are free but can cause unneeded friction and increase the number of unpaid invoices. Offer the option to pay by Credit/Debit Card or even via PADs (Pre-Authorized Debits).

  • Send due date reminders. Square and Stripe both automatically notify clients when an invoice is approaching it's due date.

  • Did you know that you’re 3x more likely to get paid if you add a company logo to your invoice? That’s because a logo establishes your company as a professional and established brand and differentiates you from the other invoices that your client’s are receiving. It also serves as a good branding opportunity.

Need help setting up online invoicing? Send us an message and we'll help you out!