HOW TO MAKE AN INVOICE (INVOICE TEMPLATE)

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Wondering how to create an invoice? In this video our team shown you what you need to do.
Topics include:
What needs to be on an invoice
How to make an invoice to get paid
How invoices are paid
How invoices work
Credit terms / payments term on invoice
Getting paid
Statements
Credit Control
How to invoice
Invoicing software
Invoice templates
How invoices work
How to make an invoice get paid quicker
Stripe
GoCardless
Izettle
Paypal
00:00 Intro
00:32 What is an invoice
00:52 Why do you need a sales invoice
01:23 Sales invoice template
02:12 Action points
… and more!
If you have any questions on this, please comment below.
Subscribe to our Podcast on Spotify and Apple: “The HeelanHub Podcast” - a show for small business owners.
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Web: www.heelanassociates.co.uk
Call: 02392 240040 Email: info@heelanassociates.co.uk
#accounting #smallbusinessuk #tax

Опубликовано:

29 июн 2024

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Комментарии : 15

@parvinbadalbayli120 11 месяцев назад

Thank you!! Really useful!

@HeelanAssociates 11 месяцев назад

Glad it helped!

@shariqmqureshi 9 месяцев назад

If you charge your customers in installments, how should your first, second, third etc invoices look like?

@HeelanAssociates 8 месяцев назад

A lot depends on how you sell and deliver your product/service, but most commonly you tend to see two options: 1) 3 invoices with a description showing which instalment in relates to 2) 1 big invoice, stating the instalment due dates

@rebekamackenzie3619 10 месяцев назад

So if your providing a service, can you just use a standard invoice book purchased from local supply store?

@HeelanAssociates 10 месяцев назад

You could if it has all the info you need on it. Still plenty of owners doing this. Much will depend on if you are VAT registered, or a limited company as to how suitable the invoice 'pad' maybe.

@TKSnatch 7 месяцев назад

I own a building company and on my invoices I put the reference no. to the item on the quotation. Is this OK?

@HeelanAssociates 7 месяцев назад

Yup! More detail and relevant references are always good.

@kevinleesmith 11 месяцев назад

What a joke this company is!!!!!!! I just called them and asked to speak to someone - to give them some context and ask what services can they provide and their costs. Essentially a sales call, from a prospective client who is willing to pay. The person I spoke to said I could not talk to anyone, but they could "book me in" to speak to someone next tueday (today is thursday)!!!!!! This is the most INSANE business model I have ever seen (and I've seen quite a lot - especially bad ones) but telling prospective customers to go away and come back in 5 days takes the cake!

@HeelanAssociates 11 месяцев назад

Hi Kevin, unfortunately (depending how you look at it) we are in demand, so we do have a short waiting list to get an appointment. In order to quote for services we need to understand a lot about you and your goals and needs, and we don't take every appointment to act so it's important for both parties that we spend this time. Sorry we couldn't meet your timescales.

@kevinleesmith 11 месяцев назад

@@HeelanAssociates when a customer walks into your shop to ask sone questions, only an idiot would tell them to come back 5 days later, because "we are busy"