![]() This free invoice template is pre-formatted to simplify this process.Įnsure all of the following elements are included when formatting your invoices:Ĭontact details should be added to the top of the invoice template. How to properly prepare and create invoicesīecause invoices are legal business documents, best practice dictates that generally accepted-guidelines should be followed when preparing them. When you send an invoice (and when it is approved), copies will automatically be stored on PandaDoc servers, ensuring a full “paper trail” should any problems arise. Set automatic reminders for clients with pending or overdue invoices. Track which invoices are open and approved. This removes the hassle of lengthy bank transfers. What’s more, electronic signatures are legally-binding, ESIGN and UETA compliant.Īdd payment options that allow clients to quickly pay for goods and services immediately after approving and signing a sales invoice – with only a few clicks. Including electronic signatures to documents has also been proven to boost conversions.
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