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Professional invoicing tips.
Use sequential invoice numbers
Format like INV-001, INV-002 or 2026-001. Consistent numbering makes bookkeeping and client references much easier.
State payment terms clearly
Always specify due dates or terms (Net 30, Due on Receipt). Ambiguous payment terms are the most common cause of late payments.
Upload your logo
A logo instantly elevates the invoice from a form to a professional document. PNG with a transparent background works best in the PDF.
Include payment instructions
Add your bank details, IBAN, or payment method in the Payment Details field - it appears in the PDF footer so clients can pay without asking.
Double-check tax rates
Use the Tax field for VAT, GST, or sales tax. Switch between % and Fixed types depending on your region's rules. Enable "Tax included in price" when your rates already include tax.
Save templates for regulars
If you invoice the same client monthly, save a template with their details pre-filled. Load it in one click and only update the date and items.
Common questions
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