Stay professional and compliant with our free invoice template
Download the template and start adding your customers to create endless preformatted invoices.
Download your free invoice template
Create one tidy home for all of your invoices
List out your customer base and range of services and generate an endless list of invoices, all recorded in one place.
Understand your finances at a glance
Use the invoice dashboard to get a summary of your invoice cashflow performance.
Save time and energy
The more you use our invoice generation template, the quicker it'll be for you to create new ones. Use your own prefilled information to whip up new invoices in just seconds.
How to use your template
Add your business details
Click on the 'About Me' tab and add your business details. You'll see that your information has been populated into the template under the 'Create Invoice' tab.
List your services and customers
Click on the 'Add Service' tab and list out your different services. Then, click on the 'Add Customer' tab and list out your customers and their details.
Add a new invoice
Click on 'Add Invoice' and on a blank row, give your invoice a number and fill out the customer name and service description from your lists. Add in the rest of the customer details.
Generate your invoice
Under 'Create Invoice', type in the invoice number of the invoice you'd like to create. This is the number in the first column of the 'Add invoice' tab. Now you have a perfectly formatted invoice.
Export the file
Save your invoice as a PDF to send it out to your customers. Alternatively, you can sign up to MYOB Business and upload your invoices to your software.
Send it off and repeat!
Time to send off your polished and professional invoice to your customer. Now that you know how to create a new invoice in seconds, you can repeat the process as many times as you like!
All about invoices
An invoice is a digital or paper statement that clearly details how much a customer needs to pay for a good or service.
There are two kinds of invoices:
- Regular invoices: These invoices don't include a tax component. They apply if you run a business that is not registered for goods and services tax (GST).
- Tax invoices: These invoices include the GST amount for each item along with some extra details. They apply if you’re registered for GST.
You need to provide a tax invoice if any of these apply:
- The purchase is taxable.
- The purchase is more than $82.50 (including GST).
- Your customer asks for a tax invoice.
- The purchase is taxable.
Visit this ATO page for more information about tax invoices.
Invoices are more than just a way for your customers to pay you. They also help manage your cash flow, track your time and understand your tax.
Managing your cash flow
Invoices can show you patterns in your sales so you can see when people are buying certain products, and what products are selling best.
They can also flag financial challenges and help you prepare for them, like when sales drop or when customers aren't paying on time.
Tracking your time
Invoices can help you track your time and set your prices. By including how long it takes to source, build or provide your products and services on your invoices, you can keep a track of what you spend your time doing – and then set your prices to reflect that.
Including your time on invoices also helps to set expectations with your customers so that they know how time factors into the cost and what to expect in the future.
Understanding your tax
Invoices can help you understand your tax obligations and manage your GST credits.
By storing and organising your invoices – both the ones you send to customers and any that you get from suppliers – you'll get a clearer idea of how much GST you need to pay and if you qualify for any GST credits.
Invoices need very specific information to make sure they're a valid legal document. The more information you put on your invoices, the better.
The must-have information
- The words 'invoice' or 'tax invoice' should be somewhere clear on the page
- The buyer's identity or ABN
- A brief description of the goods or services you've sold
- The date the invoice was issued
- The seller's name (this could be your business or personal name)
- Your identity, business name or ABN
- The pre-GST price (for tax invoices)
- The amount of GST added (for tax invoices)
- The total cost to your buyer
The nice-to-have information
There are a few more things you can add to an invoice to make them more helpful to customers:
- A due date for payment of your invoice
- A deposit amount (if applicable)
- Payment options and details (e.g. Bank transfer, PayPal, cheque or cash)
- An invoice number – this can be useful for both your and your customers' records
- Any discounts or extra fees you're applying to the sale