Your invoice tells a lot about your business; it contains details of a transaction, including; payment methods, payment terms, time, and money to be paid. A clumsily written invoice puts your business negatively, making the client doubt your professionalism.
There are numerous platforms on the internet offering payment invoice templates, which makes it quite challenging to choose. However, If you are used to creating invoice template from FreshBooks software, you might want to integrate it with Bonsai.
Why Bonsai, you may ask; Bonsai allows you to create invoices and bill your clients easily. It features free tools serving small, medium-scale, and large-scale businesses. Additionally, Bonsai offers different templates that you can use to suit your business needs.
What's more, you don't have to be a professional to draft a simple invoice; a combination of FreshBooks and Bonsai allows you to fill in the correct details, and you are good to go.
Are you looking to drop the traditional offline invoicing and adapt a more seamless method? Then stick to this piece.
How to Create a Free Invoice Template with Bonsai
You will need reliable software if you run a freelance business and need a budget-friendly invoice template option to automate the operation. The best way to invoice is using the Bonsai invoice generator to run your business. Open an account for free today.
Let's get started on how you can create an invoice using a blank invoice template from Bonsai and keep your clients happy.
Step 1: Sign in/ Log in
If you already have an account on the Bonsai, you need to log in directly to the website to access your dashboard. On the dashboard, you will find all invoices that have been saved earlier.
New visitors, on the other hand, are required to sign in with their mail or email address and a password. To create a new invoice, click on the "new invoice" tab and fill in all the necessary information.
Step 2: Customize your Invoice Template
Once you get on the invoicing page, you can start customizing the invoice by filling in all the necessary information. You can begin by uploading your business logo; this will ensure that your logo appears on future invoices, although this can be changed anytime.
After adding your business logo, choose the invoice template that best appeals to you. Depending on the nature of your business, you can either pick a simple template or a more complex one that allows you to add color brands and large images.
Also, remember to maximize other available options, including a personalized note at the bottom of the invoice template.
Step 3: Send Invoice to the Clients
Here, you are to review the invoice or bill template again to ensure no mistakes. If you are satisfied with all information, click on "create" and send it through the client's email. It should deliver in a matter of minutes.
Asides from the email option, Bonsai accounting software also features various other means through which you can create and send invoices to your clients. Some of them are:
- Google docs
- Google Docs
- Google sheets
- Microsoft Word, and more.
You can utilize the history section to keep track of your transaction. Once an invoice is successfully sent, it should display on your history timeline.
Why Should I Use Bonsai?
As mentioned above, all business owners need to invest their resources into software that helps create professional invoices and bill templates. That way, they can be sure to get paid correctly and on time. Professional invoices help both small business owners and enterprises enjoy 2x faster payments.
Moreover, a fully customizable can also help with business branding. So, before you make an invoice for a transaction, you ought to ensure that you pick a tool that fits your business. Here are five ( 5) reasons Bonsai should be your go-to software:
1. Generate a Blank Invoice Template
With Bonsai, you have multiple options to explore, including creating a blank invoice template whenever you want. You can also customize, save your invoice template, and get back to it later.
That means if you have a repeat client, you don't need to always bother about generating a new invoice template each time they purchase your products and services.
2. Create a Professional Invoice
You want to always create an invoice that directly communicates your brand message to your client. Bonsai invoice templates all contain blank spaces where you can quickly fill in the necessary details of your brand.
For example, there is space to Include your business name and some other details like:
- Company address
- Contact information
- Tax ID
- invoice number
- Reference field
- Optional notes field
- Terms and conditions
One of the options allows you to request a deposit, add a discount, or state other business information.
3. Late payment reminders
A standard blank invoice template tool should allow users to set Late Payment Reminders, which can be found on Bonsai. This feature will allow you to send reminders to your late-paying clients thrice at intervals. The good news is that the system also customizes this reminder with a message.
4. Recurring invoices
If your business bills a specified amount monthly, quarterly, or annually, then the Bonsai blank recurring invoice template is what you need to meet your business needs. It permits you to save the customer's card information with their approval and automate the invoice payment process.
5. Charge late fees
No small business owner wants a situation where they constantly have to endure late payments from a particular set of clients.
What to do? Employing the Bonsai blank invoice template software to generate templates and bill your clients provides you with the option of including late charges.
Activating the "charge late fees policy" to the invoice template automatically adds a flat rate or percentage for late payments once a client fails to fulfill your invoice terms on the due date.
6. Maintain Records
Above all, Bonsai templates enable you to keep a record of all sales. With this feature, you can tell when goods or services were purchased, the client's name, the date of sale, and any other details that will aid you in tracking sales accurately.
While creating an invoice with FreshBooks is a good choice, small businesses can meet their goals faster with Bonsai invoice templates. By managing your small business finances and invoices directly with Bonsai, you also increase the chances of them getting paid on time and in full.
Are you ready to step up your invoicing game? Join 30 million people who have used Bonsai's free invoice template to create, customize and send invoices that will fit your business and get paid the right way, even faster than ever imagined!