How to Create an Invoice, by Accounting Stuff on YouTube. 2 min 6 s.
- Video length
- 2 min 6 s
- Time to do it
- 15 minutes
- Difficulty
- Easy
- Steps
- 10
What you need
Steps
Open a free invoice template in Google Sheets or Excel. Make a copy so the blank original stays clean for next time.
Add your business details at the top: business name, address, phone, email and any tax or registration number.
Fill in the customer's name, address and contact details in the bill-to section.
Give the invoice a unique number, such as 2026-001, and set the invoice date and due date.
Write the payment terms, for example net 14 or net 30, so the customer knows when payment is due.
List each line item with a clear description, quantity, unit price and line total.
Add sales tax if it applies. Check the rate for your area and apply it to the correct lines.
Add payment instructions: bank name, account number, or a link to pay online.
Check the totals add up, then save as a PDF and send it by email. Keep a copy for your records.
If you send many invoices, try accounting software like QuickBooks Online, Xero or FreshBooks for automatic reminders and payment tracking.
Tips and common mistakes
Never reuse an invoice number, since duplicates cause confusion in your records and with customers.
Save and send invoices as PDF so the layout and totals cannot be changed by the customer.
Set the due date before you send, not after, and follow up as soon as it passes.
Keep a folder of sent invoices and mark each one paid when the money arrives.
Questions
Do I need accounting software to send an invoice?
No. A spreadsheet template works fine when you send a few invoices a month. Software helps once you want automatic reminders, online payments and tracking.
What should every invoice include?
Your business details, the customer details, a unique invoice number, the date, due date, line items, tax, total and payment instructions.
Can I make an invoice in Excel instead of Google Sheets?
Yes. The same template works in Excel. Fill in the same fields and save or export it as a PDF before sending.
This guide was drafted from the video's details and general task knowledge. It has not been checked against the full video. Check the video and relevant product instructions before following a procedure. Report a correction.
