How to streamline the sales invoicing process: What to include in a sales invoice

Will Sigsworth
Will Sigsworth Pipedrive Team Posts: 59 PIPEDRIVE TEAM
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A clear, accurate sales invoice will encourage buyers to pay in full and on time so you can maintain a healthy cash flow for your business.

Ensure recipients can easily process your invoice and pay you on time by including these components:

  • Contact information (for both parties)
  • Date of issue. This helps the customer budget and prepare for payment.
  • Invoice number. For individual sales use INV001, INV002. For recurrent clients use ORG001, 0RG002.
  • A list of products or services provided. Provide a brief description of each item, unit prices, as well as quantity.
  • The total amount due. Include applicable sales tax rates and any discounts you’ve agreed to so the recipient fully understands what they owe.
  • Payment terms and details. Set expectations for how and when the customer should pay.

Streamlining your issuing process provides a positive customer experience, encouraging repeat business and brand loyalty.

How do you encourage your clients to pay on time? Do you add a personal touch to your invoices for a better customer experience?

Click here to learn how to send sales invoices that get paid quickly.