Tuesday

Making great looking quotations and invoices

By Susan Bapsnill


Did you know that poorly made quotations and invoices can easily make a negative impression on your customers? You may be shocked to hear that it is just as easy to make an awesome impression and create trust in your business though professionally formatted invoices.

There are 3 basic considerations you must investigate when your business wants to create high quality quotes and invoices. This article should help you find these 3 topics and implement them. One of your main concerns should be how your invoices appear to your clients. That is to say, the design and layout. Ask yourself how your customers see you through the invoices you send to them and adjust your invoices to make the best possible impression.

The next tip to investigate in all of this is the point of necessary fields. Almost all tax regulations require you to put certain fields on the invoices you generate and issue. Check with your local tax regulatory body what these are to ensure the invoices you issue are legal and contain the necessary fields.

Lastly investigate at the spelling and grammar used in your invoices. Now that you have discovered what your invoices look like and what information they should contain, ensure that the information you put in them is accurate. Ask yourself what your clients will think of your business if you spell their company name incorrectly on an invoice.

Lets look at each of these key considerations in more detail below:

Look & feel

Making your invoices to look good is all about doing research and getting the right assistance. Shop around for online systems or software that creates high looking quotes and invoices for you. If you are going the do-it-yourself route investigate proper invoice layout and ensure that the invoices you create are along the lines of these.

Necessary fields

Whether you are generating tax or non-tax invoices it is important to have all necessary fields displayed on the quote or invoice. If you are issuing tax invoices check your local tax guidelines to make sure that all legally needed information appears.

Logographic correctness

Pay attention to spelling and grammar on quotations and invoices. This breed of attention to detail gives a good image to your customers. The worst sin in invoice issuing is getting your customer\'s name or business name wrong. Always checking this information takes a few minutes, but the result can be making a loyal client for life. So if possible do your best to ensure your quotes and invoices are free from spelling errors.

Follow the 3 easy steps above and your business will be well on the road to issuing better invoices!




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