Sunday, December 9, 2012

How to make your quotes and invoices look professional

By Susan Bapsnill


Making professionally formatted quotes and invoices is a sometimes neglected way to create a positive image for your business. If you do this right your quotes and invoices can grow trust in your customers and keep them coming back again and again.

There are 3 simple things you must look at when your business wants to make high quality quotes and invoices. This article will help you identify these three points and implement them. One of your main concerns should be how your invoices look to your customers. That is to say, their design and layout. Ask yourself how your customers see your business through the invoices you send to them and adjust your invoices to make the best possible impression.

2nd is important data. What data to be on your invoices? Information like the customer\'s business name and address need to appear as well as many other required fields if you want to generate tax invoices.

Once you have narrowed down the two area above then you need to consider the accuracy of the data in the invoices you make. Making sure the information you include in your invoices is accurate is very important. Always check spelling and accuracy.

Join me on a journey of learning as we take a more detailed look at these points.

Layout and design

You don\'t need to be a designer to create a correctly laid out invoice with appropriate logo, colours and design to match. Search the web for ideas of how correctly formatted invoices look or look around for software or a system to automatically make these invoices on your behalf. A lot of web-based services will let you to generate invoices free of charge while some charge a small monthly or once-off payment.

Necessary fields

Whether you are creating tax or non-tax invoices it is vital to have all required fields present on the quote or invoice. If you are making tax invoices double check your local tax guidelines to make sure that all legally necessary information appears.

Logographic accuracy

Got spellchecker? Use it! By just spelling your customers business name incorrectly in a quote or invoice can make them hesitate to use your services again. Bad spelling makes you look unprofessional, like you don\'t give attention to the details. Always check spelling, not only for client\'s details, but in your service descriptions and any other text that appears on your invoices.

Heed the 3 simple steps above and your business will be well on your way to making better invoices!




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