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Excel Invoice Template for Web Designers

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Invoicing software designed to bring peace of mind and avoid late payments.

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Excel Invoice Template for Web Designers

Rating each freelance job according to its difficulty level, there is no denying that web designing is one of the tougher ones. Using your creative prowess to design unique web pages can sometimes be very time consuming and mentally exhausting. Such work definitely asks for some sort of relief from other responsibilities attached to the web design job. Considering that timely payments are a concern for everyone, and that you should be invoicing your client for that, you'd definitely want to get the invoice designing out of the way. That's where templates can be of good use to you. Invoice templates are already designed invoices in which you just have to enter your details in order to complete them. Once you do that and save the web design invoice template file, the invoice is ready to be sent to the client. 

Example of an excel web design template
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1. Consistent Professionalism

One of the few things that ensure a freelancer's survival in the industry is the consistency of their professional image in every aspect of their work. For web designers, it is vital that their invoices, like their designed web pages, are creatively distinct, colorful, and reader-friendly. This aspect can be easily covered by using the excel templates. One of the many features of spreadsheet software is that each cell can be filled with any color according to the information contained in it to differentiate it from other cells. This can be used to a great effect in the web design invoices. 

When invoicing your client, it is of utmost importance that there are no mistakes made. If the billing details are even slightly incorrect, the invoice loses its purpose and causes further inconvenience. No matter how hard you proofread your calculations, it is always possible that you might miss out on a mistake somewhere. What if this is no longer a problem? What if the calculations are done in real time according to the information you provide? 

Mistakes in any invoice you wish to send to your clients can damage the image of professionalism you have worked so hard to create. To err is human, so you have heard. However, errors, where money is concerned, cannot be entertained. In the eyes of the client, you have not made a mistake but are only trying to get money that you haven’t worked for. In such cases, your reputation as a detailed-oriented web designer will suffer. The problem is, it is harder to create the right image but easier to destroy it. 

Customers hate all mistakes. However, a few stand out from the rest in terms of the degree of hate they receive from clients. Invoicing or entering the wrong amounts is up there as one of the most hated mistakes. Failing to set up or indicate the payment date – which shows when they should settle their pending payment – is also something your clients are likely to abhor to the high heavens. The last thing you cannot afford to do is not to indicate or describe the services you offered the clients clearly. 

Preparing an error-free invoice is one of the ways to be paid on time

Can you be quick to pay for something you know nothing about? If the answer is no, then what makes you believe your clients will have no problem paying the amount you indicated? Clients need reassurance that they are only paying for services rendered. Therefore, itemize each service rendered, so clients have no doubt regarding what they are paying for. This way, they learn to trust you even more. As you will see with the web design invoice template, it’ll help you fulfill all the requirements needed to win your client’s trust.  

2. Reflection of Your Values

The web design invoice template should reflect values you hold dear, which include: 

  1. Being organized
  2. Being specific
  3. Offering reassurances
  4. Practicing flexibility
  5. Demonstrating transparency
Learn what to add in your invoice
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A web designer must demonstrate a higher level of organization. In this industry, there is no room for disorganization. You cannot win your clients’ trust by being a disorganized web designer. How organized you are, shows clearly on the invoice you create and send to clients. Good organization is proof of adequate preparation. An organized web designer is a highly efficient professional. At no point in the course of your work should you appear disorganized, unless you care nothing about impressing clients or winning their trust. 

Specificity always wins clients over. It shows to your clients that you are a web designer they can trust and work with long-term, as long as you do not lower your standards. The invoice should be specific to the project you undertook. In fact, as you will see with the web design invoice template, no two invoices should be the same. Each invoice should focus on the details of the project you are currently working on or just finished. Specificity means being equipped with the right information to provide the elaborations that your clients need. 

Clients need plenty of assurances and reassurances. The kind of reassurances you need to extend through your web design invoice is that all the charges are for services rendered. More so, use the invoice to reassure clients that your charges – that is, all the amounts indicated – are accurate and without errors. Additionally, clients need reassurances that all services you offer will help their businesses. After all, clients are already investing time and money on you, so the least you can do is to offer them reassurances regarding the value of your services. 

Flexibility is an equally important issue. Flexibility helps build trust between clients and web designers. Flexibility in terms of contract negotiations. Flexibility also extends to the types of services offered. It touches on the price the web designer will charge for each service rendered. Flexibility, in terms of invoicing, has to do with giving clients a leeway regarding the payment due. You have the choice of insisting on payments on a specific date or after a number of days. You also have the option of extending some grace period to the customers. 

Lastly, the invoice sent should demonstrate the fact you are a transparent web designer. In this industry, transparency goes a long way. It helps you win and strengthen the level of trust existing between you and the clients. Transparency is all about being upfront and honest with your clients. Additionally, transparency requires telling your clients every service you have offered to them while developing or designing a website. Transparency in the invoice is a highly recommended move if you hope to come out as a trustworthy web design to your clients. 

Do not worry too much about making mistakes, though. A solution to this problem already exists. The solution is in the form of a web design invoice template. A template is a tried and tested tool. It directs your steps. It reduces – and in some cases eliminates – the likelihood of creating and sending error-strewn invoices to clients. For this reason, you are better off working with such a template. Use it as the tool that will enable you to finally get rid of the many mistakes you made in the past with your web design invoices. 

Fortunately, Excel templates offer this option. Spreadsheet software has a variety of formulae stored which use basic arithmetic operations to do calculations. All that has to be done is the entering of variables like number of hours worked and hourly charges. The software will then calculate the values like total charges based on the formula in each individual cell. Here are some major advantages of using excel templates for your web design invoices. 

3. Editable Formats 

It’s worth pointing out that the web design invoice template often comes in RTF format. RTF stands for Rich Text Format. In this format, you can alter any aspect of the template to suit the kind of invoice you wish to send. RTF is one of the most editable formats you can ever use. 

However, you cannot merely use the invoice because it is in an editable format. In its original state, you cannot generate the right kind of invoice you want to use. Instead, you have to fill in the appropriate details, which in this case is client’s information, before the template generates your invoice. You also have to enter the right and accurate amounts in the appropriate table. Thereafter, you can proceed to save the invoice. To do this successfully, save your invoice as a Word Template. Confirm that the invoice has a .doc file extension before closing it. 

It will only take you a few seconds to create the invoice. It is not as if you will spend the entire day scratching your head wondering how you will hack this task. The web design invoice template is freely available. You simply download and install it on your machine to use whenever you are ready to send invoices to your clients. It only takes a few minutes to create or generate and send an invoice to any of your clients whose jobs you have finished. The template also helps you with many other tasks, which include: 

  • Selecting clients
  • Scrutinizing various products
  • Defining taxes
  • Distinguishing discounts
  • Itemizing payment terms

4. Perfect Solution When Tired

Beginner web designers and developers who find it extremely tiresome to create invoices, are better off using the web design invoice template. The web design invoice template acts as one of their most effective billing software. Selecting the right billing software can be quite troublesome. To select one, you have to consider the number of users, billing options, cost and commitment, invoice details, notifications, and reporting. It also has to be a web-based tool that offers excellent support. 

The web design invoice template is highly customized. In addition, some are based on Microsoft Excel. As you may be aware, Microsoft Excel comes with several benefits. For example, you can use it to build exceptional charts. It can also help you in capturing and identifying some trends. What is more, Microsoft Excel is the sort of program you should use for conditional formatting. It helps in bringing data together. Additionally, Microsoft Excel is easy to access online too. With all these benefits, it is easier to see why you should not hesitate using this invoice template. 

Excel invoices are highly customizable
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5. Guidelines to Follow

It is crucial for you to know a few guidelines regarding the use of web design invoice template. These guidelines are similar with the ones freelance writers use. All freelancers have to be good at preparing invoices. They have to know what to include or leave out. An example of stuff they should include in the invoices are name, emailing/mailing address, logo for branding, date, payment instructions, and invoice number. Furthermore, the invoice should be itemized to give the client an easier time understanding what it contains. 

Microsoft Word, Microsoft Publisher, and Microsoft Excel are some of the programs that come with invoice templates. A web designer who is familiar with any of these programs should use the templates they already contain. It is a good idea to use what you are most comfortable with, especially if it does not involve a learning curve. All web designers and developers are already familiar with some or all of these Microsoft programs. Therefore, use them to reduce or eliminate the likelihood of making mistakes. 

Another guideline worth adhering to is the need for branding the invoice. The web design invoice template may or may not be branded. Nevertheless, the fact it may not be branded does not give you the permission not to brand yours. Brand it using your logo, address, name, and any other piece of information that is crucial in identifying your web design business. Always check that all details on the invoice are in order before sending it to your clients. Otherwise, you will have a lot of explaining to do and may even suffer a loss of reputation. 

All calculated totals should be in bold. They should be as clear as daylight to clients. You never know if your failure to bold the totals is what makes the client’s accounting department to delay with your payment. Proofread the invoice as many times as possible before hitting the “send” button. Take your time. You would rather be late but be sure instead of rushing only to discover your totals were incorrect. The invoice should be just as flawless as the website you just designed or developed for your client. 

Use the invoice to cite your terms too. The assumption here is you already sat down or met with the client and spoke in detail about the most important issues, which include terms. Discuss all terms ahead of time before you begin designing or developing the website. Citing the terms on the invoice does not mean the client forgot about them. It is just a polite way of reminding the client that the terms that the two of you agreed on are still in force. Citing terms shows the client that nothing has changed and that you meant what you said. 

6. Create Your Own Excel Template

All along, the assumption made here is you obtained the web design invoice template freely from other sources. However, it is worth stating that you can also make your own template. You are free to create your own if the pre-made versions do not row your boat. Do not forget to include the basics – and any other piece of helpful information – in the template. It should feature information on the buyer or client, description of the service you offered, the amount the client owes you, the date you created the invoice, and the date the payment is due. 

Feel free to include details that are specific to the industry or project you handled. For example, state the number of hours you spent working on the project. Borrow ideas from other web designers or developers. The name of your company, your contact information, and company logo are all mandatory features of the invoice. As a designer, you should know what is more important on the invoice. Highlight the most important feature on the invoice, so the client has an easy time locating it. 

It takes a lot of time to prepare an invoice from scratch every time you need it. The pre-defined structure of the web design invoice template makes it an ideal choice for web designers and developers who are not ready to waste too much time. The template highlights your professionalism to the whole world. Just make sure it helps you to create an invoice that includes everything you did to give the client a website that not only looks good, but also functions properly. Confirm that the template has all the videos, images, and instructional tutorials needed for creating a great customized invoices. 

So, if you are a web designer, using Bonsai's Web Design Invoice Excel Templates will not only reduce your burden, but will also give your invoices a more beautiful look, which justifies your line of work. As the information above points out, you now have valid reasons to not only download but also install a web design invoice template and begin using it for your clients.

Create your own
Web Design Invoice Template (Excel)

Create your own

Excel Invoice Template for Web Designers

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