Small Business Invoice Template
Running a startup calls for you to make commitments to succeed. Of these, time is often a big commitment. The oto template maker allows you to spend more time growing your venture.
Add Discount/Tax 
Add Notes 
Build Your First Invoice & Get Paid Faster
Our invoice templates are available in Google Docs, Google Sheets, Word, PDF, Excel, Canva, Notion, Figma, and Illustrator. Simply hit the download button, update the invoice with your design logo and branding, fill in the details, and you’re ready to hit send!
Table of Contents
How to make an invoice for a small business with oto What to add in an invoice used by small businesses How to send an invoice if you have a small business When to send an invoice for small business services How to charge for small business services1. Choose your currency
2. Enter your name
3. Enter your client's name
4. Invoice issue date
5. Invoice due date
6. Enter your services and describe what you offered
7. Add tax or discount
8. Add special notes or payment information
What to add in an invoice used by small businesses
1. Invoice number and date
Include the invoice number and date at the top of the invoice to make it easy for the client.
2. Business and Information
This is where you include you or your business name, address, number, email, or any other info you see necessary
3. Client information
This is where you include the client’s name, address, number, email, or any other info you see necessary.
4. Description of work and rates
Include a short description of the work you did, the quantity delivered or hours worked, and the price for each item.
5. Discounts, tax, and total amount
Add any discounts, your tax, and include the total amount needed to be paid at the bottom
6. Notes
Include any notes you have, if there are any, at the end of the invoice
How to send an invoice if you have a small business
Not too long ago, small business owners could only send invoices via fax or snail mail. Today, thanks to present day technology, this is no longer the case. The simplest and fastest way to send an invoice is by email. It allows you to attach an uneditable invoice in PDF format to help prevent fraud. Make sure to include a brief description of your company and of the invoice in its body.
When to send an invoice for small business services
The best time to send an invoice will typically vary depending on the type of goods or services you offer and your type of customer. If you’re billing for a standalone project or order, the best time to bill is upon its completion, especially when dealing with a regular customer.
How to charge for small business services
Given that there’s no set-in-stone technique for pricing small business services, you have some flexibility when it comes to billing clients. Consider using these six steps to help you learn how to charge for small business services:
- Determine your costs
- Investigate the market prices
- Know more about your clientele
- Look at the total amount of time you have invested in the project
- Establish a fair profit margin
- Settle on an hourly or project rate for your services
Once you have done all this, you can now select one of the following methods below to help you charge for the services rendered:
- Per hour
- Per month
- On a monthly retainer basis
- Per project
- Or as a percentage of the project earnings
There is no one way to approach the pricing process. As the business owner, it’s up to you to decide what works for you and how that model will fit into your target market
