Ask Nubby #12: How To Design an Invoice

I have to design a form (invoice) for my future design company & I haven’t had much luck finding good examples from other designers to get ideas from. Do you know where I could find any? Do you have any tips for designing that sort of thing?

Having an invoice on hand is one of the most important components involved in running your business. Why, you ask? In the design world, it’s standard practice for a company to send you a check for completed work only after you’ve invoiced them. If you don’t bill them, you could be waiting a very long time to get paid.

ABOUT INVOICES:

In most companies, the person that you’ve completed work for is usually not directly tied to the accounting department. It’s up to you to forward an invoice for the work you’ve finished to the designated contact so that they have a record of who you are, what you’ve done and most importantly, where to send the check to. A neat, easy to read invoice with all of the necessary information will help you get paid in a timely manner and keep the accountant from dropping it into the dreaded ‘basket of no return.’


If you want your check to show up, send an invoice ASAP!

AN INVOICE SHOULD INCLUDE:

1. Your name (or company) and contact information: Make sure you have a mailing address, email address and phone number so that any issues or discrepancies can be handled immediately.

2. The client’s name, address and the job’s P.O. number (if provided): Who are you doing the work for?

3. An invoice number: For your purposes, this helps you keep your records tidy. I use a basic system of ‘NT000.’ Nubby Twiglet is the name of my design business and the number increases by one with every job I complete.

4. An intemized breakdown: This is a list of what you are owed for services rendered. This will vary depending if you charge a flat or hourly rate. I always charge a flat rate, so my listing might be for a “Full color logo design with unlimited usage rights: $1,000.00.” The more detailed your descriptions, the better.

If you’re curious about the pros and cons of charging hourly vs. fixed rates, read this article.

5. The total amount owed: Tally up those services rendered and clearly state the amount at the bottom.

6. Terms: Do you expect payment within a specific timeframe or do you have special rules regarding payment? Be warned, sometimes this is void with larger corporations that already have set rules. When I did work for Virgin Records, they sent payment within their predetermined 60 days of receiving my invoice.

Optional: An invoice branded with your company identity is always a nice touch, though it’s not necessary. When I’ve done filing at work, a beautiful invoice always grabs my attention, but I’ve seen successful freelancers stick with a simple text-only printout via Quickbooks on white computer paper and it works just as well. Legibility and simplicity should take precedence over beauty!

MORE RESOURCES:

1. Adobe offers a free invoice template that’s in AI format and super minimal. With some small modifications, it could suit almost anyone’s needs! For the below example, I made a quick version of my own from the template in about 10 minutes flat and with a little more work, it could look even more customized!

2. If you’re wanting to do your invoicing online, Freelance Switch lists 7 online apps for freelancers.

3. I did a search for vintage invoices on Flickr and here is some inspiration:

1. butter 3, 2. C. G. Offterdinger Dealer in Fresh Meats and Green Groceries, 3. Invoice, Chas M Stieff Manufacturer of Grand & Upright Pianos, 4. 1947 Sales Invoice Excelsior Stove & Mfg Quincy IL, 5. Bill, C. M. Guggenheimer, The Big Store, Dry Goods, 6. M. R. Scott, Dr. Butcher Dealer in Fresh and Smoked Meats

4. Here are some examples of what a professional invoice looks like. Billing Manager, a company with a history of helping businesses with products like QuickBooks and TurboTax has developed a free invoicing system that allows you to customize templates and drop in your logo!




37 Responses to Ask Nubby #12: How To Design an Invoice

  1. Tiera says:

    Somehow you manage to make even the most mundane things resonate with style!

    My writing invoice is fairly simple, but I’ve also taken up the use of bold, black header boxes with white writing… and then standard black on white for the rest. All of my basic forms are consistent in style.

    I can’t wait to incorporate my brand spanking new logo into everything :)

  2. Tania says:

    This has come at the most perfect time. Something I need to do, but didn’t really know where to start.
    Your example is amazing. I agree, it would make me want to give you more money!

  3. Nubby says:

    Tiera: You have great taste. Simple is almost always better in my book!

    ipsum: I was lucky that I had a class for an entire semester in design school that taught us about branding ourselves, creating invoices and figuring out what to charge. It helped immensely!

    Tania: Invoices are one of those things that are an absolute necessity but nobody ever really talks about!

  4. caroline says:

    seriously! mind-reader!

    apparently i’m stupid, but i see you allll the time on gala’s blog and never paid attention to the fact you might have a blog (that is until i googled design invoice). love it, btw, and you’re an amazing designer.

    thank you!

  5. The first time i red that heading in the google-reader i thougt this was a joke, but now i can see that it isn´t. Great work, even though i don´t need an invoice (yet).

    Cheers

  6. Nubby says:

    x Miss Corrine x: You’re so welcome!

    caroline: No worries, I’m glad you finally found your way over!

    CK TheJunction: I know, I know….it’s not the most exciting topic, but if you want to get paid, its the only way! Haha.

  7. Aria says:

    I found this page by doing a google search for “vintage invoices” while in a mad rush to create an invoice for my freelance design work — and it has all the information I didn’t know I needed! Thanks for a great and informative article.

  8. newdesigner says:

    Thanks for this! I was searching for a simple invoice and stumbled upon this. Just starting out and time for a bill. Thanks for the help!

  9. Calvin says:

    Even though this was all written back in 2008, I just can’t leave without dropping a line: Thanks for the article. The link to the pros and cons of fixed/hourly rates is also a pretty nice find.

  10. Eduardo says:

    I wanted to say THANK YOU for being such an incredible person. Im glad to come around with people like, individuals that are down to earth and always happy to help. Thank you for sharing your talent with us all.

    Eduardo.

  11. Sarah says:

    How would you suggest going about creating an invoice for a trade of services? I’m starting out on my own freelance business, and to begin with I’ve done several trade for services projects. I want to start being a little more official about exact amounts and all that, and I’m just wondering if you had any thoughts. Thanks!

  12. Conor Whelan says:

    Hello! Great Tutorial thank you. I’ve been asked to design an invoice for a company but I was wondering what format to send it to them in so that they can edit it themselves on a case by case basis. How do I go about doing this? thanks so much!

  13. Pingback: Company Branding: Invoice and Receipt |

  14. Hello Nubby… your invoice is so adorable… I’m glad I saw this while I was looking for an inspiration… I hope you don’t mind, I linked you on my post about invoice. I’ll email you the link…

  15. clare danes says:

    Hi ;

    I’m sorry to bother you as you probably get hundreds of similar emails. I read your great article on Minimalist websites through Smashing Magazine. I’m a design student struggling to understand the basics of HTML but would like to start of creating a website for my photographer friend and to add it to my Portfolio. I understand your not a web designer but I’m no longer sure who to ask, I tried to create my online Portfolio for my design print work through sites like Cargo and Index but struggled to create anything decent, as I can’t get my head around HTML and other coding. Is there an easier or at least quicker way ? my friend needs a site by next week! I don’t want to use something like Moonfruit or WordPress as I want to create a unique static site for my friend or like she said ” I can do that myself” Any advice would be greatly appreciated or links to a A-Z on putting a site together.
    thank you for your help

    clare

  16. Adeel Saeed says:

    Hi Nubby thanks for sharing such a important aspect of invoices , well iam about to start my own freelance thingee and it helped me !!!! Nubby i have question for you what do you think in the begining how much would i charge my clients for logos etc etc please do let me know it will be a great help …

    Thank you

    Adeel

  17. Adeel Saeed says:

    Hi Nubby thanks for sharing such a important aspect of invoices , well iam about to start my own freelance thingee and it helped me !!!! Nubby i have question for you what do you think in the begining how much would i charge my clients for logos etc etc please do let me know it will be a great help …

    Thank you

    Adeel

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