How to create an invoice + free invoice templates
Jan 9, 2026•Channel
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Video Overview
Video Details
Published5 months ago
Duration6:42
Video ID40cpLyX4LG8
Languageen
CategoryHowto & Style
PrivacyPublic
Made for KidsNo
Video TypeRegular Video
Performance Metrics
Views15
Likes0
Comments0
Engagement Rate0.00%
Likes per 100 views0.00
Comments per 1K views0.00
Video Tags
#how to send an invoice#send invoice#client#create and send invoices#invoice step by step#best way to send invoices#freelancer invoicing#small business#accounting#invoice template#track invoices#manage client payments#software#invoicing#invoice creation tutorial#send an invoice#invoicing guide for beginners#invoice process explained#small business finance#how to invoice a customer
Description
Are you a small business owner, freelancer, or side hustler wondering:
-What exactly is an invoice?
-How do you create an invoice step by step?
-What’s the difference between a commercial invoice and a proforma invoice?
-How do you track invoices and avoid late payments?
Charlie Chang, a real business owner and QuickBooks Payments user, answers all those questions and more. We’ll show you how to create a professional invoice using free templates for different businesses — from real estate and recruiting to photography and media.
👉 In this video, you’ll learn:
- What an invoice is and why it matters for small businesses & freelancers
- The difference between proforma invoices (estimates) and commercial invoices (payment requests)
- The essential parts of an invoice: client info, invoice number, dates, itemized charges, payment terms, and payment methods
- Why clear payment terms (Net15, Net30, Due on Receipt) prevent late payments
- How customizing invoices with your logo and branding builds trust with clients
- How QuickBooks helps track invoices, send payment reminders, and automate record-keeping
- The key difference between invoices and receipts for proper accounting
Charlie Chang is a serial entrepreneur who has built and run companies in recruiting, real estate, photography, and media. He's used QuickBooks for years to organize finances and Accounts Receivable.
Follow along for business tips from Charlie and his experience with QuickBooks Payments.
0:00 – Intro & why invoices matter
0:24 – What is an invoice?
0:33 - How to create a professional invoice
2:57 – What every invoice must include
3:49 – Customizing your invoices for professionalism
5:20 – Invoice vs receipt: key differences
5:47 – Tracking invoices & reminders with QuickBooks
6:14 – Wrap-up & next steps
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