To get paid for a service rendered or a product sold, you must send invoices to your client. This document has a legal nature and is therefore subject to mandatory formalities defined by the tax administration. Failing to include certain mentions on your invoice can lead to penalties.
The entrepreneur must therefore draft their invoices professionally not only to express the seriousness of their business but also to avoid any issues with the tax administration. Here are some rules to follow for successful invoicing.
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Mandatory legal mentions on an invoice
As a business, regardless of your legal status, for your invoice to be valid, the following mentions must appear on it.
- The complete identity of the seller including the name, address, company name, SIRET number, location, and possibly the registration number as well as the amount of share capital
- The number and date of the invoice. For identification purposes, the number must be unique, follow a chronological sequence, and be preceded by the mention “Invoice No.”
- The client’s contact details in terms of name or company name, as well as their full address
- The list of products or services sold, their quantity, the net amount, the amount of VAT or the mention of its exemption, any promotions, discounts, or rebates, and the total amount due.
- The payment terms as well as late payment penalties
You will find on the Apprendre Excel website a reminder of all the rules to follow regarding invoicing. Also, to save you any headaches, this platform dedicated to Excel provides you with a pre-designed invoice template that includes all the required criteria. You will only need to download it and customize it according to your needs.
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Necessary tool for creating invoices
Now that you have integrated everything that should appear on your invoices, you will need to find the best way to edit them easily.
Even though there are many invoicing software available today, they are not always user-friendly, which is why many people turn to Excel for editing their invoices. In addition to its ease of use, with the implementation of a few basic formulas, it automates the calculation of the total including tax, the net total, the VAT total, and the total amount due, thus limiting the risk of errors.
The Excel invoice template offered by the Apprendre Excel website incorporates all these subtleties and is ready for use. So don’t hesitate to make it your own.
Designing a professionally styled invoice
Beyond a mundane design, a professional invoice must present a polished appearance. It reflects the image of the company. To achieve this, ensure that your invoice has a clear structure: a header, a body, and a footer. Then, the layout should be simple and serious (size, font, colors, etc.), and finally, you should give your invoice a unique style by associating it with a personalized but professional design.
With these tips, you will achieve a carefully crafted invoice that can contribute to your company’s reputation.