Professional Invoice Design: 26 Samples & Templates to Inspire You

Invoices and infographics may seem like two entirely different business materials, but they actually have one key thing in common: they both exist to convey information.

However, while infographics are known for employing colorful designs and data visualizations, invoices are typically pretty straightforward.

While your invoices might not be a front-facing part of your business, it doesn’t mean they should be plain and boring. Of course, conveying important payment information in a clear and concise way is the name of the game — but that doesn't mean you can't add a little brand personality to them.

To help you get a sense of the possibilities, we put together a collection of impressive invoice samples that may inspire you to rethink your current design.

But first, let's review how to design an invoice in the section below.

How to Design an Invoice

You don’t need to be an expert to create professionally designed invoices. In fact, you can use customized templates to get started (more on that later).

However, you need to know a bit about an invoice's structure if you want to create and send invoices that ensure you receive your payments on time.

Here are some best practices for creating professional invoices:

Decide on your invoice format.

Start by choosing the format you want to use for your invoice.

Do you want it in print? Or in digital formats like a PDF, Google Docs, Word, or Excel? Once you're sure of the format, move on to create room for essential details on the invoice.

Add essential information.

Every invoice you create should include the following information:

Your details: This includes your name, company name, address, telephone number, and email address.

Client details: Add your client’s address, company name, telephone number, and email address. You might need to add the department and the contact person’s name if you’re working with a large organization.

List of services: Make a list of all the services you’re charging the client for. Your list should be as specific as possible to eliminate any confusion in the client’s mind.

Payment terms and methods: How would you like your clients to pay you? Bank transfer? PayPal? Check? Make it clear in your invoice. You should also make the payment’s due date clear and include what will happen when payments exceed said date.

Add your company’s branding.

You’d be missing out on an ideal branding opportunity if you create generic invoices. So instead, add a bit of razzle-dazzle to your invoice that carries your brand colors, logo, and fonts.

You can also distinguish your invoices by giving them a monochrome look.

Invoice Design Templates and Examples

We’ve put together a collection of impressive invoice designs and templates that may inspire you to rethink your current design. Many of them are free to download and customize.

1. Basic Invoice

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No frills, just business. This basic invoice template, developed here at HubSpot, gives you all the necessities of paper billing without the written fields that more complex business services might want distinguished.

The template above offers space for your name, your client's name, invoice date, and a base of 10 itemized services. You can add more as needed.

2. Blank Invoice

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Like the basic invoice template, the blank invoice design contains all the necessary fields you need in an invoice. 

However, this blank invoice template allows you to go into specifics concerning your client’s contact details. You also get to include a detailed breakdown of the cost, including tax and shipping fees.

3. Commercial Invoice

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Are you selling a variety of products and services? The commercial invoice above might be just what you need. Developed here at HubSpot, this template allows space for product origin, manufacturing origin, discounts offered to your client, and more.

4. Blue Service Invoice

This soft-colored, service-based invoice template allows you to include multiple jobs and how much each cost your client.

Download this template together with a pack of 10 free templates using the link in the header above the image — each design conveniently opens in Microsoft Word.

5. Green Shipping Invoice

This green template can be downloaded using the link in the header above the image. Dedicated to shipping-based services, the vibrant document is perfect for transactions that involved the transportation of goods.

6. Orange Standard

It doesn't get much more basic than the orange standard invoice template, shown above. Download this template for free using the link in the header above the image. It opens in Microsoft word, allowing you to insert your logo in the top-righthand corner and add additional service rows to match how many services you provided your customer.

7. Blue Minimal Standard

The minimalist invoice template shown above caters to services that are hard to describe in individual lines of services. Using the large "Notes" tile in the center of the document, you can put the focus on the nuances of your business, so it's clear why you've charged your client the price you've listed. Download it for free using the link in the header above the image.

8. Black and White Shipping Invoice

Sometimes, you might just want your invoice to have a monochrome feel to it. And that’s exactly what this black and white design template offers. It’s geared mostly towards shipping invoices, but can be customized for other uses as well. Click on the header above the image to download this template. 

9. Amir Hossain

This simple invoice template allows you to add your logo and customize the design to match your brand colors. You also get clearly defined fields where you can enter a list of services you want to receive payment for, alongside your payment info.

You can download this template by clicking on the header above the image. 

10. Minimalist Invoice

This template takes the basic invoice template up a notch with its minimalistic view. Whether you’re using it for personal or business use, this template helps you save time, and it allows you to assign Customer IDs that help you quickly find who needs to receive the invoice.

11. Fabio Basile

Business in the front. Party in the back.

This double-sided invoice sample offers an interesting twist on an otherwise standard design.

We especially love the "handcrafted for" language on the design side, which side helps to make the customer feel valued by the business they've worked with.

6. Front and Center

Put your final price to the client "front and center" using this design by Ari Krzyzek. Contact this designer using the link in the header — her project comes with matching letters and business cards. Or, simply use her concept as inspiration to create an invoice of your own.

The document makes excellent use of contrast in font color, allowing the red price to pop against the thIn black text surrounding it.

13. JPWTemplates

This is a more specific invoice sample focused on billing for services — in this case: photography.

This invoice uses an actual photograph in the header to highlight the quality of its services. This is a clever idea you can leverage for multiple services such as graphic design, illustration, interior design, and so on.

If you want to personalize your invoice further, you can use a photo or design from the customer's specific project to give it a custom look and feel.

14. Classic Designs

Here's an example of a straightforward invoice design that details all of the critical invoice criteria — contact information, itemized purchases, payment information, and so on.

The design leverages pops of red to call out key pieces of information to make the statement feel less overwhelming.

15. Bold Stationary

This invoice sample uses a split design to divide contact information and payment information. This approach is free of any distractions or fancy elements, yet it still feels carefully designed.

If your business is a bit more traditional, this sample serves as a great guide.

16. Novomatic

This invoice sample uses various shades of yellow to chunk out different parts of the invoice into digestible sections.

This invoice also leverages the footer of the statement to point customers towards the company's social media channels as a way to offer a lasting connection.

17. Yellow Minimalist

There's something about yellow that makes a document friendlier. Vibrant but unaggressive, this template emphasizes your price in large font on the bottom-righthand corner, with a yellow border to make sure it doesn't get forgotten in a pile of other white sheets of paper on your client's desk.

18. Victory

This invoice template offers space for a logo on the bottom-lefthand corner, rather than the top, for professionals who want to make it clear right away that this document is a bill to be paid (hence "INVOICE" listed on the top-righthand corner).

The invoice's midsection allows the sender to include a thorough description of each service provided — a helpful billing format if your business spanned multiple projects over a long period.

19. Soft Banner

Professional designers, here's an invoice concept just for you. Showing your clients a colorful, brand-aligned invoice is a surefire way to get clients remembering you and rehiring you for more work. 

In this design, the centered price banner uses a soft green background to make steep costs look a bit less frightening to the customer.

20. Classic Designp

Here’s another elegant invoice template to serve as inspiration for your own. The template is simple and quickly highlights how much clients are expected to pay for a product or service. 

You can also insert the “terms and conditions” of your contract in this template so you can remind customers what they signed up for when choosing your business. After all, they might be confused why you’re charging them a certain fee and may want to review the terms and conditions of their contract before reaching out for help.

21. Martin Ehrlich

One look at this invoice design from Martin Ehrlich tells you that it’s built with photographers or visual creatives in mind. 

This template comes with plenty of white spaces that make it easy to scan and identify the essential details like the supplier’s name, amount due, and the different services offered.

22. Invoice by ThemeDiviser

It’s hard for clients to miss how much they owe you with this invoice template, thanks to the amount’s bold description at the top of the invoice.

Below the “total payment” is a breakdown of the services rendered, along with your contact information as well as your branding.

23. Invoice Template by Guuver

Your invoice doesn’t need to have a white background, and this template from Guuver is a perfect example. 

The template’s slightly pink background and distinct blue font — both of which are customizable — are sure to leave a lasting impression on your client’s mind.

24. Clean Word Corporate Invoice

This invoice template adds a modern and elegant look to the otherwise dull template standard in the corporate world. 

You can use the template on MS Word without any complications — just plug and play.

25. Invoice Template by Ariodsgn

How would you like an invoice that looks like a resume? This template from Ariodsgn is the right mix of creative, modern, and professional. Perfect for making a positive first impression on your customers. 

26. Retro Invoice

Take your clients back to the ’80s with this retro invoice design. Although old-fashioned, the focus of this template remains on passing across a clear message regarding your payment information to clients.

How to Write an Invoice

Want to make your own invoice? We've got you covered.

Check out HubSpot's Invoice Template Generator to create a professional invoice PDF in just a few clicks. Here's how to use it:

1. Click this page to visit the Invoice Template Generator.
2. Click the dotted square on the top-righthand corner of the template to upload an image file of your logo. Or, drag and drop this image file into the square.
3. Use the circular wrench/paintbrush icon to the left of the template to change the invoice's color scheme.
4. Hover your cursor over the "Item Description" section to "Add More" rows if you're billing your client for more than one product or service.
5. Hover your cursor over each individual field to customize details such as invoice number, company name, item quantity, and relevant notes to the recipient.
6. When you've finished customizing your invoice, click "Download Now" just below the template. Your invoice will download as a PDF.

You can also download ten other invoice templates that you can customize to meet your needs, whether you’re a freelancer or a large corporation.

At the end of the day, invoices should tell clients how much they owe, what they're paying for, and what date they need to pay by. If you're having trouble designing an invoice, or just want to shake things up, choose one of the pre-made templates above and get started with redesigning your invoices today. 

Editor's note: This post was originally published in February 2019 and has been updated for comprehensiveness.

Professional Invoice Design: 26 Samples & Templates to Inspire You was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns

16 of the Best Meeting Scheduler Tools to Organize Your Day

We complain about spending countless hours in unproductive and mismanaged meetings.

But the greater crime is all the wasted time we spend scheduling the meeting.

The endless back-and-forth communication and steps — reviewing calendars, determining the best place to meet, setting up a call-in number, adding the meeting to the calendar, inviting all the necessary attendees, and so on. To put it simply, the process makes the meeting a hassle before it even starts.

Best Way to Schedule Meetings

That's where meeting scheduling software comes into play — this is the more efficient way to optimize your time when scheduling meetings (and the time of everyone who's invited).

These tools have a variety of functions such as agenda scheduling automation, reminders and notifications, and integrations to connect your scheduling software to your other business tools (such as your CRM and sales software). So, let's take a look at some of the best meeting scheduler software available today. 

Best Meeting Scheduler

Whether you're trying to find the perfect window of time to catch up with your busy team, or looking for the best way to coordinate with your clients, these meeting scheduler tools have you covered.

1.HubSpot Free Appointment & Meeting Scheduler

Price: Free, $0/month (Free), $45/month (Starter), $450/month (Professional), $1,200/month (Enterprise) for Service Hub or Sales Hub

HubSpot's Free Appointment & Meeting Scheduler allows your prospects to book one-on-one and group meetings with you automatically to avoid the time-consuming back-and-forth that comes with determining someone's availability.

Prospects can see your calendar and availability, and simply select a meeting time that works for them. You'll be notified of their selection and it'll automatically be added to your calendar. If there are any relevant data about the contact you're having a meeting with, that'll be surfaced for you, since the tool is integrated with your all-in-one CRM. 

HubSpot works with Google Calendar and Office 365 Calendar and is available free forever or with a paid Sales Hub or Service Hub plan. 

2. Arrangr

Price: Free, $3.99/mo (Pro), $6.99/mo (Pro+)

Arrangr handles the meeting scheduling process from beginning to end by reserving tentative meeting times and also releasing slots that don't get taken.

It integrates with calendars and CRMs, and it has the capability of scheduling group events. The most unique thing, though, is its ability to suggest the perfect meeting location for all parties based on criteria you provide around your preferences (e.g. where to go for a coffee chat versus lunch meeting).

3. Demodesk

Price: $25/mo (Basic), $45/mo (Pro), custom pricing (Business or Enterprise)

Demodesk is an all-in-one meeting scheduler and assistant designed specifically for sales demo scheduling. Not only do you get custom booking pages, calendar syncing, and meeting analytics, but you can also take advantage of its advanced screen sharing and virtual display options. It also has native integrations with many tools including CRM platforms.

4. Rallly

Price: Free

Rallly lets you create a simple, straightforward poll where attendees can vote on a day for an event that works best for them. It also includes an open comment section on the meeting page so attendees can plan the meeting agenda or discuss details before the event.

5. Calendar

Price: Contact Calendar for a quote. 

Calendar is a free service that integrates Google and Apple calendars. The app offers two ways to schedule meetings. With the "outbound" method, hosts indicate their own availability, list the attendees they'd like to come to a meeting, and use the Calendar software to send out an email to collect everyone's preferred times.

After Calendar determines the ideal time for everyone to meet, the app schedules the meeting for you. With the "inbound" method, Calendar gives you a personal URL where users can check your availability and request times to meet with you.

6. NeedToMeet

Price: Free, $12/yr/user (Advanced), $19/yr/user (Premium)

NeedToMeet doesn't require you to sign up for an account to use their service. Simply enter a brief description of your meeting's purpose, block off your availability on a calendar, and send the link to attendees. The free version doesn't sync with your calendar, but they do offer a premium subscription that integrates with Outlook.

This tool differs from services like Rally and Doodle because it allows attendees to indicate their preferred date and times, rather than only choosing from a list of dates and times set by the meeting host.

7. YouCanBook.me

Price: $10/calendar/mo

If you find yourself struggling to make your availability known to clients, try out YouCanBook.me. This tool offers users a custom URL where users can view free spots on your Google Calendar or iCloud Calendar and book time with you. It also allows you to customize your booking page with different layouts, colors, and your company's logo.

8. Pick

Price: $9/mo

Pick automatically scans everyone's Gmail calendars to find open slots and delivers a list of mutually available times. You can then send a calendar invite to all attendees directly from the app. Something to note is that all members of your team need to be on Pick in order to share their availability. The app also provides users with an individual URL so you can share your availability with people requesting a meeting.

9. Doodle

Price: $6.95/mo (Pro), $8.95/mo (Team), contact for a quote (Enterprise)

With Doodle, select a list of potential dates and times for your meeting and then poll your attendees to see which option works best for them. You don't have to sign up for a Doodle account to participate in a poll. You can also create a public Doodle URL, where individuals can request a meeting with you based on your listed availability.

10. Calendly

Price: Free, $8/mo (Premium), $12/mo (Pro), contact for a quote (Enterprise)

Calendly integrates directly with your Google or Office 365 calendar and gives you a personalized URL where people can view your availability and schedule their meetings with you. To help you stay organized, the app lets you set up custom meeting types and durations (e.g., 30 Minute Check-In or 60 Minute Project Review).

Add custom questions to the form people use to sign up to meet with you, include a link to a document or web page people should review prior to your meeting, and make events private when necessary.

11. Clara

Price: $99/mo (Essential), $199/mo (Professional), $399/mo (Executive)

Meet Clara, a virtual assistant fueled by machine learning that can schedule all your meetings and get acquainted with your scheduling patterns. Once you sign up, you indicate your preferences regarding the days and times that you're available for meetings as well as your favorite locations for those meetings (e.g. for lunch, coffee, etc.).

If someone requests a meeting, you can CC Clara's email address (which can be customized to your company's domain), and the virtual assistant will determine a time, date, duration, participants, and location for the meeting so you don't have to. She also understands human commands like, "I'm sick so can you reschedule my meetings on Tuesday?"

12.Google Calendar

Price: Free

If your team already uses the GSuite (e.g. Gmail) and would like to streamline scheduling processes by using the same platform for your calendars and schedules too, use Google Calendar.

If your work email is already part of a GSuite membership, you can go to your calendar, search for another team member under the "Meet with" tab on your left, and then click their name to view their calendar up against your own. If you click on a time slot on that calendar, you can schedule a meeting with both yourself and that teammate.

If your teammates aren't part of your GSuite, press the "Share" button to share your calendar with their email addresses. From there, they can enter the calendar and schedule a meeting time with you.

13. Zoom

Price: Free, $149.90 /yr/license (Pro), $199.90 /yr/license (Business), $240/yr/license (Enterprise)

Zoom is one of the most popular video conferencing platforms, but it also includes tools to make the process of scheduling one a lot easier.

Choose to add the meeting to your calendar (which may send an invite to the recipient for you) or copy and paste the invite to an email. In addition, two of the Zoom Meetings features are recording and transcripts.

14. Chili Piper

Price: $30/user/mo (User License), $150/mo (Spicy), $400/mo (Hot), $1,000 (Inferno)

Chili Pepper is a scheduling software for B2B revenue teams — it offers one-click scheduling from any email as well as seamless handoff scheduling between your reps. The tool books meetings for your customers with one click and it automatically updates your CRM so your contact data is centrally located and up-to-date.

It also optimizes your calendar and helps increase productivity by setting meeting reminders, handling no-show attendees, creating meeting buffers, reserving time slots on your calendar as needed, and allowing for straightforward meeting rescheduling.

15. Setmore

Price: Free, $9/1-2users/mo (Premium), $5/3+users/mo (Pro)

Setmore is automated online booking software that handles 24/7 scheduling, reminders, and payments. You can brand your bookings and schedule to make for a professional feel — this includes personalized page URLs, logos, fonts, and colors.  

The tool makes hosting virtual meetings easy since it integrates with Zoom and Teleport, and you can include your calendar link on your website and social profiles such as Facebook and Instagram. 

16. CalendarHero

Price: Free, $8/mo (Professional), $12/mo (Team)

CalendarHero is an online meeting scheduling software that automates the meeting scheduling process for you. Simply add your video chat provider (e.g. Zoom, Google Meet, Microsoft Teams Video) and get started scheduling and hosting virtual meetings. 

Attendee insights and meeting briefings are available after your calls — that data can then be added to your integrated sales software or CRM. You can also automate meeting tasks by integrating CalendarHero with software like Slack and HubSpot to make the process of adding, referring to, and updating contact records, files, and simpler. 

How to Schedule a Meeting With HubSpot's Meeting Tool

As mentioned above, HubSpot's Free Appointment & Meeting Scheduler makes the process of scheduling meetings and managing associated contact data easy — below we'll review the steps involved in scheduling a meeting with HubSpot so you can see one of these scheduler tools in action. 

1. Sign up for HubSpot.

You can use HubSpot's meeting scheduler if you're a free or paid Sales Hub or Service Hub user. 

2. Click the Meetings link under the Sales tab.

This will take you to the back end of the Meetings tool where you can create your own meeting link.

3. Click the "Create meeting link" button in the top right corner.

You may see the option to choose Personal or Team. If it's just you that's requesting the meeting, choose Personal.

4. Fill out your meeting details.

HubSpot asks for the headline (which will show up on your Meetings Tool), name, what you want your link URL to be, and more details.

5. Configure your meeting in HubSpot.

There are also additional fields for optional details to be included in the invite, such as subject and description that will be sent to attendees.

6. Designate your availability.

This is the key feature that eliminates the back and forth. By designating when you can meet, this will display only those times for the recipient to choose from.

7. Add form questions for qualification.

If you're in sales and have your Meetings Tool visible to anyone, you may want to only allow qualified prospects to book with you. This section requires a few fields to give you more insight.

8. Click "Save changes" and check your work.

Once you click this button, you'll see a popup that includes your page link and the embed code.

Copy and paste the booking link into your browser and check to see if your Meetings Tool has this meeting configured the way you want it.

Start Scheduling Your Meetings 

Start saving time and using meeting scheduler software — this will ensure everyone efficiently agrees to meeting dates and times, eliminating unnecessary and time-consuming back-and-forth communication. 

 

Editor's Note: This post was originally published in July 2015 and has been updated for freshness, accuracy, and comprehensiveness.

16 of the Best Meeting Scheduler Tools to Organize Your Day was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns

5 Ways to Add a Personal Touch to Your Sales Email

In a lot of ways, technology has made it easier to reach potential customers. Automated email marketing allows you to speak to an entire database of contacts with just the touch of a button. And while email has proven to be significantly more efficient at converting customers than social media, your potential customers’ inboxes are getting fuller every day. 

We’ve reached the point where most consumers can smell a sales email a mile away and will delete it within seconds. They expect that if they open it, they’ll be subjected to blanket messaging, “talking at you” verbiage, and generic content. Usually, they’re right. One-size-fits-all emails are not helping your business, and they may actually be hurting it. 

As a salesperson, you understand that getting to know your customers and building relationships with them is still the best way to close a deal. While more and more relationships are being forged from behind a screen, the need to create a connection is more important than ever. The question becomes, how can you leverage the power of technology and build a relationship with your customer?

Adding a personal touch to your emails will set you apart from your competitors and help you stand out in a sea of sameness. A few minutes of research and personalization can create an entirely new playing field for you. There are a number of ways to achieve this with your sales emails, but before we discuss those, let’s get into some of the benefits of adding a personal touch.

Benefits of Personalization

Imagine if you walked into a car dealership and were greeted by a robot who referred to you as “Dear Customer” and determined which car was best for you (and everyone else) before asking you what you were looking for. You’d probably run — not walk — out of that dealership. 

Yet, we do that every day with generic sales emails. 

Adding a personal touch to your emails will help you:

Build Rapport

Personalized emails allow you to connect with your potential customers and see them as actual people. That connection will encourage them to do business with you and stay loyal to you. 

Build Trust 

Consumers want to feel like you understand their pain. A generic email blast, sent out to hundreds or thousands of people, doesn’t target their individual struggles. However, seeing a personalized email that addresses their specific challenges and offers hope of a solution builds their trust in your brand. 

Make Customers Feel Like You’re Speaking to Them

Every industry has its own lingo for the problems they solve. Unfortunately, this isn’t necessarily the verbiage that will resonate with a potential customer. Getting to know your consumers better and then using personalization helps you speak directly to them. 

Keep Customers Happy

By and large, customers are less receptive to and flat-out irritated by emails that aren’t personalized — and the last thing you want to do in a sales email is irritate your audience. Providing customization and personalization makes consumers happy, so always try to find ways to incorporate those kinds of elements. 

Improve Open, Sales, and Conversion Rates

When consumers know that you understand their problems and reliably send relevant content, they come to feel personally connected to your company — a feeling that makes them more inclined to open your emails and, in turn, do business with you. 

Ideas for Personalization

There are a number of different approaches when it comes to adding a personal touch to your sales emails. Here are some of the most effective ones. 

1. Start with a strong template. 

It may sound counterintuitive, but beginning with a template will free up your time to do your research on your potential customers. Remember, this is just a starting point. You’ll be customizing sections and altering words to fit your audience. You can find a variety of sales email templates from Hubspot to help you get started.

2. Send them content they actually want.

Sending your potential (and existing) customers content is an excellent way to stay top-of-mind and establish yourself as a thought leader in your space. However, no one wants to be inundated with information that they don’t find necessary or applicable. Base the content you send off what your customers actually want. 

Icebreaker by UpContent is an integration application that allows you to re-engage your prospects when the conversation has died down. By sending them third-party content that has already been curated by your team, you can jumpstart the conversation and continue the relationship. This content is relevant to your organization and to your customer and already approved for distribution. 

3. Personalize offers and product recommendations.

It might go without saying, but every customer is unique, and their problems require at least somewhat individualized solutions. As you learn more about your customers, use this information to make personalized recommendations that fit their needs rather than yours. 

4. Show appreciation. 

Sales emails shouldn’t just be about sales. Once you’ve established a relationship with a customer, you need to cultivate it. Send them a welcome email when they become a customer, celebrate milestones in their life and in your relationship, and wish them a happy birthday. These emails keep you fresh in their minds without being intrusive or annoying. 

5. Put an end to cold calling.

There are very few salespeople in the world that actually enjoy making a cold call. Those that do know that you need to create a connection early on by starting a conversation about something other than the product you’re selling. 

The same goes for emails. Reaching out to people in your database — even if they’ve signed up for a free offer — is pretty much still cold calling. Co-Pilot is an app that integrates conversation starters such as local weather, local news, and upcoming local holidays into your contact records. This provides you with a starting point to break the ice and personalize your emails to create a better connection. 

Whether you utilize the technology available to you or not, real human connection will always be the best sales tactic. Connecting with potential and existing customers will allow you to build rapport, build trust, and make your customers feel appreciated so they keep coming back. Adding a personal touch to your sales emails is easy and essential to creating loyal, happy customers.  

5 Ways to Add a Personal Touch to Your Sales Email was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns