How to create an invoice online.

1. Fill in your company and contact information, date and invoice number.

Create a professional first impression and make it easy for your client to see all your company and contact details.
Using sequential invoice numbers also makes it easier to track and reconcile paperwork and payments.

2. Include line items with descriptions of billable work, and agreed rates.

Enter all the details of the work you’re invoicing. Add line by line details of billable work, including a clear description,
piece or hourly rate, and quantity.

3. Add tax and calculate the amount due, noting payment terms.

Double check all your information, and add in other important payment details like the currency and requested payment
deadline. Make sure you’ve included your full bank details so your customer can settle up.

4. Download your invoice as PDF.

You’re ready to download your completed document as a professional looking PDF, adding password protection if you
need it. Send it to your client by email to get paid quicker.

5. Get paid using your Wise bank account details.

Add your own local account details to receive no- or low-cost bank transfers from customers in the UK, Eurozone, US and more. Or use your Wise account to create links customers anywhere can pay through.

1. Header & logo

Adding a header which clearly identifies the document as an invoice can make it simpler to review your records, complete
your accounts and submit tax filings. It also makes it easy for the customer to see the document is an invoice - which needs
paying - as opposed to a quote or receipt which can look similar.

Use our free invoice creator to add a logo to make the invoice reflect your company brand and give it an even more professional look.

2. Invoice Number

Using a unique invoice number can help keep track of multiple invoices, and make reconciling your company accounts easier.
You may also add a purchase order number to the invoice as another method of tracking your business activity.

3. Name and details of client

For your own records, when you create an invoice it’s important to add the name and contact details of your client. These contact
details should include an address, phone number, and email address.

4. Company name and details

A professional invoice will include your business’s legal name and contact details like your address, phone number, and email.

This avoids confusion, and makes sure your customer will always know how to get in touch if they have any queries - or when
they want to buy from you again.

5. Date of sending invoice

Add the date the invoice is sent - alongside the date that the payment is due. Your client will easily be able to see they’re dealing
with the most recent payment request, and also double check when the money is due.

6. Description of goods sold or services rendered

Using a clear line by line description of the goods you’ve sold - or the services you’ve provided - is crucial to avoid confusion.
Remember to add how many of each item was sold if relevant.

7. Cost per unit or product

Next, use the online invoice generator to enter the costs of each item sold, or the hourly rate agreed and the number of hours worked.

You should now have a clear description of exactly what you’re billing for - making it easier for your client to double check the details
of the invoice can mean fewer queries and a faster payment.

8. Tax rates and fees

Enter the details of any tax, shipping and handling, or extra fees that apply to the goods or services provided.

You’ll also find the invoice creator offers a separate discount box if you’ve agreed any discounts with your customer in advance.
Just add the details here to confirm the arrangement.

9. Total amount with currency

The invoice generator will calculate the total balance due from the line items entered. You’ll be able to review, check, and make
amendments as needed, and change the currency as you wish.

10. Terms, conditions and payment instructions

Invoice terms can vary widely depending on your industry, company policy or history with the client. However, clarifying what’s
been agreed, as well as the consequences of either party breaking this agreement is important to protect both the buyer and the seller.
Penalties may include late fees or additional charges if an invoice is not settled on time, for example.

FAQ about creating an invoice.

What is an invoice?

An invoice is an itemized bill, issued by anyone selling goods or services. An invoice will detail the agreed prices or fees,
and list out the products or services that have been provided. Upon receipt, the buyer will settle the invoice.

Invoices have a practical purpose - making sure you get paid for goods or services you’ve provided a customer. They can
also help to create a professional impression, and build client relationships, as well as acting as a legal record of sales made.

Can I edit my invoices?

Yes. Simply edit the information in our free invoice generator tool and add your own company logo to give a professional
finish. Create your PDF invoice when you’re ready - and continue to edit your invoice with a PDF editor tool if you need to.

You can also get a fully customizable solution by using our invoice templates which come in Google Docs, Google sheets,
Word, Excel, PDF and Open Office formats.

Can I change the currency on the invoice?

Choose the currency you’re billing in by simply selecting it in the invoice maker. Then get paid into your Wise Business
account to cut currency conversion fees and keep more of your hard earned cash.

Can I put my own logo on the invoice?

Yes, our free invoice maker lets you add your own company logo. Just select the logo box in the top right corner, and upload
your logo or drag and drop it into place. Both JPG and PNG images are supported.

How do I send my invoice?

Download your invoice from our invoice generator, then attach it to an email or message to your client. Or simply send them a link to download and print it themselves.

With a Wise Business account, you can also create links for your customers to pay through. Send them along with your invoices to get paid from anywhere with no or low fees.

Can I set up recurring invoices?

It’s not possible to set up recurring invoices at the moment. That’s because the invoice generator works separate from your
Wise user account and no data is saved when you use it.

Can I create invoices in different languages?

At the moment the invoice generator only creates invoices in English.

However, we have great free invoice templates available in 6 different languages - English, French, German, Spanish, Japanese
and Cantonese. Pick the language and the format you need and create an invoice in just a few moments.