How to prepare an invoice

For all those who work as freelancers and also for companies that provide and receive services from other companies, it is necessary to demonstrate the payments through an official document. For this, invoices are created, which act as an intermediary between clients and serve as legal representation of the money that moves between them. In .com we explain how to prepare an invoice.

Steps to follow:

one

First, you have to create a model, with the aesthetic you prefer. Remember that it is a better work topic if you do it personally, but as correct and as possible.

two

Include your name and activity performed for the company, as the person issuing the invoice, that is, your services rendered. Also, if you have it, you can include the logo of your company.

3

Then include your tax information : full name, the address from which you perform your services, the NIF and contact telephone number.

4

Add the value of your invoice, broken down and finally, the total amount ; this will correspond to the amount of your work.

5

Add the VAT (in the case that the activity you do is subject to this tax) to touch for your activity and take away the IRPF that you have to pay for your situation. Your client will pay for you and your statement will be reflected. Once you have all the amounts, addition and subtraction. You will obtain the total amount that your client has to enter.

6

Do not forget to add your account number, to which your client will make the deposit. Indicate the entity to which you must make it and your complete number, so that there are no doubts or confusions. If you consider it necessary, ask your client for a receipt from the bank when making the transfer or deposit.

7

In addition, add the date on which you must make the deposit. Surely when you hire your services you agreed on a delivery and payment date. Reflect it on your invoice.

8

Finally, sign your invoice and tell your client that this is official, so there is no confusion.

9

Send it to the responsible person and save it to be able to present it in your statements.

Tips
  • Check all the data of your invoice before sending it.
  • Calculate the amounts well so there is no confusion in writing.
  • Find out how much VAT and Personal Income Tax corresponds to create a correct invoice.