Invoice Template For Goods Sold

  • Feature-rich & easily adaptable
  • Ready-to-use, fully customizable Subcategory
  • Get started in seconds
Template Level
slide 1
With the help of this practical Invoice Template For Goods Sold, you can level up your productivity, sales cycle, and your entire organization.

Selling goods and products as a small business or entrepreneur can be a rewarding experience. But when it comes to getting paid, you need a professional and organized approach. That's where ClickUp's Invoice Template for Goods Sold comes in!

With ClickUp's Invoice Template, you can easily create and customize invoices that will impress your customers and streamline your payment process. Here's what you can do with this template:

  • Professionally document the goods sold with an organized invoice
  • Customize the layout and design to match your brand
  • Track payments and due dates to ensure timely payments

Don't waste time creating invoices from scratch. Use ClickUp's Invoice Template for Goods Sold and get paid faster. Start simplifying your invoicing process today!

Invoice Template For Goods Sold Benefits

When using the Invoice Template for Goods Sold, you'll enjoy the following benefits:

  • Streamlined invoicing process that saves time and reduces errors
  • Professional and organized documentation of goods sold for a more professional image
  • Increased efficiency in requesting payment from customers
  • Improved cash flow management by tracking and monitoring outstanding invoices
  • Enhanced customer satisfaction through clear and transparent invoicing
  • Simplified tax preparation with accurate and detailed records of sales transactions

Main Elements of Goods Sold Invoice Template

ClickUp's Invoice Template for Goods Sold is a game-changer for small businesses and entrepreneurs looking to streamline their invoicing process. Here are the main elements that make this template a must-have:

  • Custom Statuses: Keep track of the progress of your invoices with two customizable statuses: Open and Complete, ensuring that you have a clear overview of which invoices are pending and which ones are paid.
  • Custom Fields: Utilize eight different custom fields, including Amount, Contact, Email, Payment Type, Rate, Client, Notes, and Hours, to input all the necessary information for each invoice, making it easy to generate accurate and comprehensive invoices.
  • Custom Views: Access six different views, such as the Calendar view to manage invoice due dates, the Paid Income view to keep track of all your paid invoices, and the Invoice by Client view to have a clear overview of each client's invoices, ensuring that you are always organized and up-to-date.
  • Automation: Automate the creation and sending of invoices, saving you time and effort. Set up Automations to trigger invoice creation based on specific events or conditions, so you never miss a billing opportunity.
  • Integrations: Sync your invoices with your preferred accounting software or payment gateways using ClickUp's seamless integrations, ensuring a smooth and error-free financial process.

With ClickUp's Invoice Template for Goods Sold, you can create professional invoices, manage payments, and stay on top of your business finances effortlessly.

How To Use Invoice Template For Goods Sold

Managing your invoices for goods sold can be a complex task, but with the Invoice Template in ClickUp and following the steps below, you'll have a streamlined process that ensures accurate and efficient billing.

1. Gather product information

Before creating an invoice, gather all the necessary information about the goods sold. This includes product names, quantities, prices, and any applicable discounts or taxes.

Use custom fields in ClickUp to record all the relevant details for each product.

2. Create the invoice

Using the Invoice Template in ClickUp, create a new invoice document. Include your business logo, contact information, and any other branding elements you want to include.

Use the Docs feature in ClickUp to create a professional and customizable invoice document.

3. Add recipient details

Enter the recipient's contact information, including their name, address, and any other relevant details. This ensures that the invoice is sent to the correct recipient and helps with record-keeping.

Use custom fields in ClickUp to store recipient information for easy access and reference.

4. Itemize the goods sold

List each product sold on the invoice, along with their quantities, prices, and any applicable discounts or taxes. Provide a subtotal for each line item and calculate the total amount due.

Use tasks in ClickUp to itemize each product sold and assign the appropriate quantities, prices, and discounts.

5. Include payment terms

Clearly state the payment terms on the invoice, such as the due date, accepted payment methods, and any late payment penalties or discounts. This ensures that both you and the recipient are on the same page regarding payment expectations.

Use custom fields in ClickUp to indicate the payment terms for each invoice.

6. Review and send

Before sending the invoice, review it carefully to ensure accuracy and completeness. Double-check all calculations, product details, and payment terms. Once you're confident that everything is correct, send the invoice to the recipient.

Set a recurring task in ClickUp to review and send invoices at regular intervals, ensuring timely billing.

7. Track and manage payments

After sending the invoice, track and manage payments as they come in. Keep a record of each payment received and mark it as paid in your invoice management system. This helps you stay organized and ensures that all payments are accounted for.

Use Automations in ClickUp to automatically update the status of invoices and track payments received.

By following these steps and utilizing the Invoice Template in ClickUp, you can simplify and streamline your invoicing process for goods sold, ensuring accurate and efficient billing for your business.

Get Started with ClickUp’s Invoice Template For Goods Sold

Small businesses or entrepreneurs who sell goods or products can use the ClickUp Invoice Template For Goods Sold to streamline their invoicing process and ensure timely payments.

To get started, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to manage your invoices:

  • Use the Calendar view to keep track of invoice due dates and payment deadlines
  • The Paid income view will help you monitor and analyze your income from completed invoices
  • Use the All Invoices view to have a comprehensive overview of all your invoices in one place
  • The Invoice Due Date view will help you prioritize and follow up on invoices that are due soon
  • Use the Invoice by Client view to organize and track invoices for each individual client
  • The Invoices Template Guide view will provide you with step-by-step instructions on how to customize and use the template effectively
  • Set up custom fields like Amount, Contact, Email, Payment Type, Rate, Client, Notes, and Hours to include all relevant information for each invoice
  • Update statuses as you progress through the invoicing process, from Open to Complete, to keep track of payment status and ensure timely follow-ups.

Template details