How to use Float’s invoice maker
Generate your invoice for free, speed up payments and streamline your bookkeeping effortlessly with three simple steps.
Enter your business and client details
Fill in your company name, contact information, and your client’s details to personalize the invoice.
Add items or services
List the products or services provided, including descriptions, quantities, and prices. The tool will automatically calculate totals for you.
Download and send
Once complete, download your professional invoice as a PDF and send it to your client via email or preferred method.
Make invoicing fast, simple and hassle-free. Try it below!
Invoice Basics
Getting invoicing right is the foundation of healthy cash flow for any business. Whether you're billing your first client or streamlining an existing process, here's everything you need to know to create clear, professional invoices that get you paid on time.
How to create an invoice
First step is to choose an invoicing method:
- Manual creation: Use word processors or spreadsheet software to design invoices.
- Invoicing software: Opt for specialized invoicing tools that offer templates and automation features.
Next step, design a professional layout:
- Incorporate your company logo and branding elements.
- Ensure clarity and readability with a clean design.
Make sure to include essential information:
- Applicable taxes, discounts, and total amount due.
- Your business name, address, and contact details.
- Client’s name and contact information.
- Unique invoice number for tracking.
- Invoice date and payment due date.
- Detailed list of products or services provided.
What to include in an invoice
Header:
- The word “Invoice” prominently displayed.
- Your company logo and contact information.
Invoice details:
- Invoice number.
- Invoice date and payment due date.
Client information:
- Client’s name, address and contact details.
Itemized list of services or products:
- Description, quantity, unit price and total for each item.
Totals & payment terms:
- Subtotal, taxes, discounts and grand total.
- Accepted payment methods and any late payment fees.
Payment details:
- Include easy to access information for how to make the payment. This can significantly speed up the process of receiving your money from the customer.
Can’t find your bank credentials? Use our free tool to find transit, branch and institution numbers in Canada.
An invoice is a document that itemizes and records a transaction between a supplier and a buyer, detailing the products or services provided and the amount owed.
Invoice numbering is up to you. There's no CRA-mandated format, but the key is that every invoice number should be unique and sequential. Most businesses use a simple numeric sequence (001, 002, 003) or add a prefix that includes the year or client code (2026-001, MPL-001). Whatever system you choose, stick to it. Consistent numbering makes it easier to track payments, flag missing invoices and stay organized at tax time.
Common terms include "Net 30" (payment due in 30 days), "Due on receipt," or specific due dates. Clearly state any late fees or early payment discounts.
Yes, electronic invoicing is efficient and widely accepted. Sending invoices via email or through invoicing platforms can expedite the payment process.
Send polite reminders promptly after the due date. If payment is still not received, consider reaching out directly to discuss any issues.
Include applicable taxes based on your local regulations and the nature of the goods or services provided. Ensure you are compliant with tax laws in your jurisdiction.
Use a consistent layout with your company branding, ensure all information is accurate and proofread for any errors before sending.
Make expense management even easier
Streamline your business spending with automation tools built right into Float.