Invoice PDF Templates
About Invoice PDF Templates
Invoice PDF templates are pre-designed documents used by freelancers, businesses, and service providers to generate clear, professional invoices that detail services, products, pricing, and payment information in a consistent, printable format. Preparing invoices for clients is necessary for making sure you get paid for your products or services. But writing and mailing paper invoices by hand isn’t the most efficient use of your time when you could be bringing in more business. Using a ready-made invoice template will not only save you time billing customers but also ensure that your invoices are always accurate, consistent, and professional.
Jotform makes online invoicing easier than ever. No matter what type of business you operate, you can easily create and send invoices, including proforma invoices, using these free invoice PDF templates. Each invoice template will instantly convert submitted information into professional PDF invoices. With your invoices saved as downloadable PDFs, you’ll be able to email them directly to customers or print them to give in person.
Simply select any of the invoice templates below to customize with our drag-and-drop PDF Editor. Upload your company’s logo, add your terms and conditions, change the given text, and rearrange the template layout to your liking. Your custom invoice template will automatically generate PDF invoices for each form submission, making it easier to keep track of every purchase from your business. With the invoice approval software, you can seamlessly manage the review and approval process, bringing even more efficiency to your invoicing workflow.
Use Cases of Invoice PDF Templates
Invoice PDF Templates are highly adaptable and can be tailored to fit a variety of billing and payment scenarios. Their flexibility makes them valuable for different industries and business models. Here’s how they can be used, who can benefit, and what makes each use case unique:
1. Possible Use Cases:
- Freelancer Invoicing: For independent professionals billing clients for project-based or hourly work.
- Retail and E-commerce Sales: For businesses issuing invoices for product sales, both online and in-store.
- Service Providers: For consultants, agencies, or contractors billing for services rendered.
- Recurring Payments: For subscription-based businesses or memberships requiring regular invoicing.
- Event Management: For organizers billing sponsors, vendors, or participants.
- Rental Agreements: For landlords or property managers invoicing tenants for rent or utilities.
2. Problem Solving Points:
- Reduces manual entry errors and ensures all required billing information is included.
- Standardizes the invoicing process for consistency and professionalism.
- Automates invoice generation and delivery, saving time and effort.
- Facilitates record-keeping and financial tracking.
3. Possible Owners and Users:
- Small business owners and entrepreneurs
- Freelancers and consultants
- Accountants and finance teams
- E-commerce store managers
- Event planners and coordinators
- Property managers and landlords
In summary, Invoice PDF Templates can be customized to suit any billing scenario, ensuring that each invoice meets the specific needs of the business and its clients.
Frequently Asked Questions
1. What is an invoice template?
An invoice template is a premade document that includes spaces and fields for the key elements of an invoice.
With invoice templates, business owners streamline the billing process because they don’t need to re-create invoices from scratch each time they bill a client. You can build your own invoice template to fit your needs or download one online to save time on design and configuration.
2. What are the types of invoices?
Almost any business or person who exchanges goods and services for money uses invoices. You can update and use any invoice template according to your business’s needs, regardless of industry or size.
When you request payment from clients, you can choose from any number of invoice types. Some examples include the following:
- Medical invoices
- Service invoices
- Freelance invoices
- Hourly invoices
- Repair invoices
- Consultation invoices
3. Can invoices be automatically generated from form submissions?
Yes. Once a customer submits an order or payment form, Jotform PDF Editor automatically produces a clean invoice PDF populated with their submitted information.
4. Can I customize an invoice template to fit my business needs?
Yes, you can customize an invoice template however you want so it fits your business needs and matches your brand colors.
The best thing about invoice templates is that they give you the flexibility to change your document however you want without having to design it all yourself. Jotform has more than 70 invoice templates, so you can choose a design that fits your creative brand.
Once you’ve selected the template that fits your needs, add your logo, fill in your information, and send it to your clients in a fraction of the time it would take you with a physical invoice.
Jotform PDF Editor not only lets you edit Jotform PDF templates but also allows you to edit any PDF templates you already have. Simply upload an existing PDF form to Jotform and add signature fields and change colors.
5. How do I use an invoice template to bill my clients?
When it’s time to bill your clients, follow these steps to prepare your invoice:
- Create or clone your template. Whichever you choose, be sure it fits your branding and needs.
- Check your information to make sure it’s accurate and up to date. One of the challenges of using a template is the possibility of overlooking prefilled information. Double-check everything to make sure it’s correct and makes sense.
- Set up easy payment methods to streamline the payment process. By adding online payment processors to your template, you can increase your odds of getting quick payments and reduce the chance of overdue invoices.
- Emphasize due dates to avoid overdue payments. If your clients don’t pay their invoice by the due date, that may be because the date isn’t clear on your template. Be sure due dates are noticeable, readable, and designed to convey urgency.
Once you have a template, simply repeat steps 2–4 as needed. Using this process for each invoice will establish an efficient and consistent billing process for every client.
6. What fields should be included in an invoice template?
When creating or customizing your invoice template, you need to be sure it includes all necessary fields and information. While your invoice’s specifics may vary from template to template, each one should contain the following information:
- Your business’s name and contact details
- The word “invoice”
- An invoice number
- Client information, such as contact name, company name, phone number, address, and email
- Date of invoice
- Payment due date
- Description of billed products/services, including purchase/service date, unit cost, title, quantity, and total cost
- Subtotal, taxes, discounts, and final total
- Disclaimers on payment methods, late fees, and payment terms
7. What does an invoice look like?
Beyond the required financial and business information, invoices typically include a few common design elements. Most importantly, prices and services are typically organized in a table to provide a clear visual representation of billed services.
Invoices should also include your logo and brand colors to ensure consistency across your business materials. Adding your logo and brand colors also offers clients an immediate visual cue of who’s sending the invoice. The final price is also typically broken down into its separate parts, stacked line by line, in the bottom corner to show the subtotal, taxes, discounts, and end pricing.
8. What are the benefits of using an invoice template?
Invoice templates are a helpful tool for any business because they save time, money, and effort by reducing a team’s labor costs during the billing process. Due to their reusability, invoice templates streamline your processes by reducing the work that goes into billing clients.
Whether you choose to create a template yourself or download one online, using invoice templates gives your business visual consistency and professionalism in the eyes of your clientele. If you decide to skip the creation process and use a premade template, you’ll also save costs associated with graphic design.
9. Are these templates suitable for freelancers and small businesses?
Yes. They simplify billing processes by offering professional formatting without manual design work, ideal for both small teams and independent service providers.























