Invoice templates for freelancers and small businesses
Three PDF templates, each one filled with your own business details and sent under your own name. Pick a look once, and every invoice, estimate and receipt you write follows it.
One thing worth being clear about. These are templates for documents that you issue, as the business doing the work. CustomInvoice does not supply another company’s letterhead, and it never will. If you need a document that appears to come from a bank, an employer, a retailer or anyone else, this is the wrong app, deliberately.
The three templates
Classic
The one most clients expect.
A conventional business document: your details top left, the client top right, a ruled table of line items, and the balance due set apart at the bottom. If you have no strong opinion about how an invoice should look, this is the one that will never look wrong.
Modern
Your brand colour, doing some work.
A banded header that carries your logo and brand colour across the top of the page, with more air between the line items. Suits people whose work is visual and whose paperwork is expected to match it.
Minimal
Typography and white space.
Rules removed, weight doing the separating instead. The quietest of the three, and the one that photographs and prints best in black and white.
What goes on the page
The same in all three. Only the arrangement changes.
Your business
The name and address printed at the top of everything you send. Set it once in Settings and every document picks it up.
Your logo and colour
Both apply to all three templates. The bundled palette was chosen so the colour stays legible against the page.
Your numbering
Your own prefix and starting number, with a separate sequence per document type, so ACME-0001 reads the way your books already do.
Line items
Description, quantity and rate, with the line total rounded on its own so the column adds up to the total underneath it.
Tax and discounts
Named rates you create, applied per line. Discount one line or the whole document.
Balance due
The figure that stands out. Part payments reduce it, and the document says what is still owed.
Why a template beats last month’s file
Most people who invoice occasionally do it by opening the last invoice they sent and typing over it. It works, and it goes wrong in three predictable ways: the number does not get incremented, the old client’s name survives somewhere in the document, and the total stops matching the column above it after a rate changes.
A template that is filled from your own records fixes all three at once. The number comes from a sequence that never repeats. The client comes from your client list. The total is computed from the line items every time the document is drawn, so it cannot drift away from them.
You also get the part that a document editor cannot give you: once the invoice is sent, the app knows it is outstanding, and it keeps knowing until you record the payment. See the full feature set.
Estimates and receipts too
The same three templates render all three document types. Send an estimate or quote before you start a job, turn the work into an invoice when it is done, or hand a customer a sale receipt at the point of sale. Each type counts on its own sequence, so your estimates are not interleaved with your invoices.
CustomInvoice is nearly here
It is built, and being prepared for the App Store. Leave an address and you will hear from us once, on the day it lands.
One email, about this, and nothing else. There is no mailing list to add you to — the message goes to a person at info@customapps.us.
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