You'll find the download link for our blank invoice template at the bottom of this page. However, we'd recommend that before you skip to the end and get downloading, you should check out these 9 practical tips on how to use our blank invoice template to get paid promptly.



Using Your Blank Invoice Template to Get Paid: 9 Practical Tips


1.   Outline your payment terms upfront in a contract


As a service provider, you get to set the rules, prices, and payment terms for your business transactions. That means that in your initial contract with each client, make sure to clearly outline:

  • What services you will be providing
  • How much they will cost
  • When your client can expect to be invoiced and
  • When payments are due

Letting your clients know about this information upfront is one of the best ways to make sure that there are no misunderstandings with your invoices in the future. Your clients will not be shocked when they receive one of your blank invoice templates with their name on it, and you will be more likely to be paid on time.

2.   Separate invoicing and account management duties


After creating your own blank invoice template, you may also want to reconsider the process behind your invoicing. Remember, you want your account managers to foster good relationships with clients. However, having them be responsible for invoicing can oftentimes be awkward for the client and your staff.

If you have the budget, try to establish a separate department that is responsible only for invoicing or collections. This makes life much easier for your account managers. 

3.   Diversify your payment methods


Another great way to ensure you get paid is by diversifying your payment methods. By only accepting certain payment methods, you might be making it more difficult for your clients to pay. Try to find a payment processing service that is both flexible and accepting of a range of card types and currencies.

Once you have your payment methods established, make sure to update this information on your blank invoice forms that you keep on file. This may even need to be continuously updated and revisited as your business grows.

4.   Experiment with various incentives


If you allow your clients to pay within 15 business days, some clients will inevitably leave it to the last minute to make their payment. However, if you need to increase your cash flow, you can always try to offer incentives for those who pay within 24 or 48 hours. Common incentives that may motivate clients to pay early include:

  • Discounts on the invoice total
  • Vouchers for future work
  • Entries for a prize drawing


5.   Send all invoices on time and on a schedule


Your clients are busy – and sticking with an invoicing schedule helps them to anticipate your invoices so that they can pay on time. With ongoing clients, you may want to consider only sending out invoices on a specific day of the month. For one-off projects, it is typically recommended to invoice at a minimum of 50% before performing any services.

This information should also be noted on your free printable blank invoice to make sure clients understand that they are only being invoiced for half of the work.  

6.   Automate follow-up emails


Once you have customized your blank invoice template in word and sent it off to your client for payment, you may want to consider setting up some automated follow-up emails. Again, your clients are oftentimes very busy and these follow-up emails act as a gentle reminder that payment has still not been received on your side.

Typically, follow-up emails are arranged to be sent 7 days, 3 days, and 1 day before the invoice is due. This can oftentimes be easily coordinated with your accounting software so that it can automatically send follow-up emails until a payment has been recorded.

7.   Keep an open flow of communication with your client


Talking about late payments with your clients can be extremely uncomfortable for both parties involved. To make things easier, try to make sure that communication stays open and ongoing with your client. Clients will be much more willing to let you know about any financial troubles or issues if they trust you and have established rapport with you over time. This makes it much easier to find solutions to any potential payment problems that may arise down the road.

8.   Always be courteous, concise, and honest


Not receiving payment on an invoice can be frustrating. However, it is important to always be courteous and honest with your clients when speaking to them about late payments. Oftentimes missed or late payments are either honest mistakes or misunderstandings, and you should never let that destroy a good business relationship.

That doesn’t mean you shouldn’t be assertive when following up on missed invoices, though. You can still be polite while also using concise language that lets clients know exactly how much they still owe you and when it is due. They will be much more motivated to pay if you are honest, professional, and clear about what is needed from them.

9.   Keep Track of Best Practices and Processes


In the same file location where you store your blank invoice template pdfs, you should also include a folder dedicated to your company’s invoicing processes and best practices. This folder can serve as the basis for your invoicing policy while also providing a lifeline to struggling employees. Feel free to let this resource grow and adapt over time, and your employees will stay well-equipped for handling difficult clients and missed payments. 


Here’s a sample Blank Invoice template that can be easily customized and adapted to meet your requirements. It’s free to download and use.


Download your FREE Blank Invoice Template In .doc Word format


What is TrackTime24?

TrackTime24 is the simplest app for Work Time Management, so time tracking, scheduling, and leave management work hand-in-hand!


Get rid of paper time cards, timesheets, and schedules, simplify payroll with the power of TrackTime24. Gain access to powerful mobile apps, GPS tracking, overtime monitoring, real-time reports, and much more!

Over 40,000 users cannot be wrong!  

Still having doubts? Ask yourself - Why opt for multiple, separate software, tools when you can get everything you need to manage your workforce in one dashboard?

Sign up FREE - no credit card required! One-on-one demo included.