Generate professional invoices and get paid faster.
Invoice Creation Steps
- Go to Invoicing → New Invoice
- Select or create customer
- Set invoice date and due date
- Add line items (products/services)
- Enter quantities and prices
- Apply discounts (if applicable)
- Add taxes automatically
- Include payment terms and notes
- Preview and send invoice
Invoice Example
INVOICE
Invoice #: INV-2024-001
Date: January 15, 2024
Due: February 14, 2024
Your Company Name
123 Business St
City, ST 12345
contact@company.com
Bill To:
Acme Corporation
456 Client Ave
City, ST 67890
| Description | Qty | Rate | Amount |
|---|
| Website Design Services | 1 | $5,000.00 | $5,000.00 |
| Monthly Hosting (12 months) | 12 | $50.00 | $600.00 |
| SEO Optimization | 1 | $1,200.00 | $1,200.00 |
Subtotal:$6,800.00
Discount (10%):-$680.00
Tax (8.5%):$520.20
Total:$6,640.20
Payment Terms:
Net 30 - Payment due within 30 days
Payment Methods:
Bank Transfer, Credit Card, PayPal
Line Item Best Practices
- Clear Descriptions: Be specific about what you're charging for
- Itemize Services: Break down complex projects into line items
- Include Details: Add dates, hours, or specifications
- Group Similar Items: Use categories for better organization
Discount Types
Percentage Discount
Apply % off total or line item
Example: 10% off = $1,000 → $900
Fixed Amount Discount
Subtract fixed dollar amount
Example: $100 off = $1,000 → $900
Invoice Customization
- Add company logo and branding
- Customize colors and fonts
- Include custom fields
- Add payment instructions
- Attach files or documents
- Set invoice numbering format
Sending Options
- Email: Send directly from SyncBooks
- PDF: Download and send manually
- Print: Mail physical copies
- Link: Share secure payment link
Professional Invoice Tips
- ✓ Use sequential invoice numbers (INV-2024-001, INV-2024-002)
- ✓ Include clear payment terms and due dates
- ✓ Add late payment fees policy
- ✓ Provide multiple payment options
- ✓ Include contact information for questions
- ✓ Add thank you message for professionalism
Pro Tip: Enable online payments to get paid 3x faster than traditional invoices.