![]() ![]() Seamless time tracking import (paid feature after trial period): You can track multiple clients, projects, and team members on different hourly rates based on the skill level of the person of the client, what project you are on or even based on the client. Here’s just a partial list of what you’ll get along with your free pro-forma invoice template: That might be why you are looking for an invoice template and not invoice software. ZipBooks has a lot more added features that other invoice software will charge you an arm and a leg for. We make money from our other services, like bookkeeping. ZipBooks doesn’t charge you anything to create and send invoices. Why should I use ZipBooks’ pro-forma invoice template to create and send my roofing invoice? If you don’t set terms, we assume that the invoice will be due in 14 days.ĭon’t Forget Your Customer’s Information: This one might seem pretty straightforward, but it should always be on the list.ĭetailed Description of Charges: By manually entering in invoice details or using the time tracker, ZipBooks’ invoice template can show you a detailed account of everything that you have charged since you last sent an invoice. Invoice Payment Terms: Another great free feature of ZipBooks invoice templates is that when you put terms into an invoice, we automatically detect it and set the due date you chose. Invoice Notes: Thanking a customer for their business will always make you stand out in a crowd and helps you get paid faster. Save your company logo under company settings and your invoice template header will always match your other invoices. Your Company Logo: This is part of the invoice template that you can add yourself. Here are a couple of things that should definitely be included on your invoice to get you paid faster: We’ve collected data from tens of thousands of invoices and use it to score your invoice based on what information you include so you’ll get you paid faster. Using ZipBooks for your pro-forma invoice means never forgetting to include niceties that help you get paid faster like thank you notes. ![]() One popular thing about ZipBooks is that you can save default settings for your invoices (like company logo and header and footer color) once you nail down the invoice details. What should I include on my pro-forma invoice template? ![]()
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