You're an entrepreneur, you've delivered a project, completed a job, or finalized a service… and there's one step left that often determines your cash flow: the billNot the "quick and dirty" kind, but the kind that looks professional, that can be understood in 20 seconds, and that sells without question.
In this article, I'll give you a simple method: starting with invoice template already prepared (in Excel, PDF et Word), customize it once, then use it indefinitely. We'll also see how to manage the numbering of invoices, the mandatory information, VAT, advance payments, and the different types of billing (time spent, flat rate, prepayment…).
If you're still invoicing manually each time, you're wasting time and risking forgetting a élément important.
With Djaboo, the idea is simple: download the invoice template once, then reuse it. You can work with a variety of invoice templates depending on your projects and clients, and export a clean document to send.
Practical formats:
With Djaboo, you can create professional electronic invoices in just a few clicks. All the required information is automatically added based on your business 😎
With Djaboo, you can create professional electronic invoices in just a few clicks. All the required information is automatically added based on your business 😎
Whether you are in microbusiness or in a company, the basis remains the same: a clear, numbered invoice with the correct information.
But in practice:
Also consider keeping a specific template: invoice for self-employed + a “construction site” version.
An invoice isn't just a total. There are mandatory information and Legal Notice which must be included, otherwise you risk requests for corrections, or even complications.
Without going into a law lesson, remember this simple checklist:
If you want peace of mind, keep this list in your template and don't touch it again.
The subject tva It depends on your status and situation. The goal here is not to delve into advanced taxation, but to help you avoid obvious mistakes.
Two common cases:
If you're using a microcomputer, you often use a VAT-free invoice templateKeep a dedicated version to avoid mistakes. And if you want to be "clean" in your wording, you can refer to the CGI (without going overboard), but the most important thing is to be consistent with your diet.
Le invoice number It must be unique and follow a specific order. This is the basis of clean management.
A simple system:
And if you work with companies, sometimes add a invoice reference (for example, a purchase order number if the customer provides it). This speeds up the validation process on the accounting side.
When you invoice a client professionalThe goal is for the person in the accounting department to quickly understand:
A good Company InvoiceIt is often:
And most importantly: a document they can pay for without calling you back three times.
The best way to reduce discussion is to be concise. No need to be lengthy: just precise.
Examples of lines:
And in the case of a service provisionRemember to specify the unit:
Always add the amount When it's relevant, that's what makes the bill "obvious".
If you want establish Get a bill without wasting your evening, always follow the same routine.
Clear : issue an invoice must become an automatic gesture.
You can create an invoice without a model, but you'll be repeating the same thing 100 times.
The real gain comes when you:
Then, all you have to do is use an invoice templateand you'll go much faster.
If you are doing work with many components (labor, materials, options), Excel is often unbeatable.
Why?
Two expressions to remember, because they correspond to different uses:
Then you export it as a PDF and that's it.
If you start sending multiple invoices per week, a online invoice can save you a lot of time.
Advantages :
And yes, the electronic invoices are becoming the norm in many sectors. Even without considering the timeline, it's a good reflex to switch to a clean and traceable system.
Two methods are commonly used by entrepreneurs:
You deliver a service, you invoice immediately. It's excellent for cash flow.
You group several interventions together (per week or per month). This may be simpler with some professional clients, but be careful to remain clear about what is included.
In both cases, the idea is the same: issue invoices at the right time, without letting it drag on.
Goal : invoice your clients without friction, and maintain healthy cash flow.
When you write an invoiceAvoid vague terms.
Prefer:
The more concrete it is, the less people will object.
A valuable example invoice It serves as your base: you copy, you adapt, you invoice.
It happens to everyone: a line error, an incomplete customer address, a price entered incorrectly.
A few simple rules:
A "professional" invoice is also an invoice that is easy to find.
To avoid the "I didn't know how to pay" error, add a section:
And use a simple sentence:
Yes, it's direct. And yes, it works.
Le quote The frame is installed beforehand. The invoice records what has been done.
If you work without a written quote, you increase the risk of disputes. With an accepted quote, you gain:
Then, the invoice reflects the actual service provided.
If you only issue 1 to 3 invoices per month, a good Word/Excel template may suffice. Beyond that, a billing software or a invoice generator quickly becomes profitable.
What you want:
The goal is not to have “the perfect software”, but a tool that saves you time without complicating your life.
Excel for calculations, Word for formatting, PDF for sending. The trio works very well.
Use a “Business Invoice” structure: clear, simple, and with a reference if necessary.
Yes: one free invoice template is perfect to start with, as long as it contains the required information and consistent numbering.
Use a VAT-free invoice template and clearly indicate “VAT not applicable” according to your scheme.
Yes, and it's often the simplest. The invoices by email reduce delays and keep proof of sending.
A good invoice isn't "complicated." It's simply structured, consistent, and easy to pay. With a good template and a routine, you'll spend less time on paperwork and get paid faster.
If you want to keep things simple starting today: download the invoice templateCustomize it once (logo, colors, contact details), then use it on all your projects. Your future clients will thank you.
Summary
ToggleBonjour à tous ! We are the cookies.
We waited to make sure you were interested in the content of this site before bothering you, but we would be delighted to be your companions during your visit...