How to create an invoice without an account

Seven steps

1. Open the InvoiceSnap invoice generator.
2. Replace the sample business and customer with your own details.
3. Set the invoice number, the invoice date, the service date and the due date.
4. Enter each item with its quantity and your price. Set the tax rate that applies to you.
5. Check the total and the balance after any deposit.
6. Download a PDF. Open it and check the names, amounts and dates.
7. Send the file the usual way, and keep a copy.

What the browser form does

The form makes PDF, Word and Excel files on your device. It has no sign-in. It does not keep a customer list for your next visit. If you close the page, your entries are gone, so download first.

What a downloaded file does not do

A download does not send the invoice, take a payment or tell you that money arrived. Write the payment method that you agreed with the customer on the invoice. Record each payment yourself.

The files are PDF, Word and Excel, not an e-invoice format. Ask your customer if they need a special format.

Keep a record

The IRS names invoices among the supporting documents for your books. Keep each sent copy with the job records. To check the fields, see what to include on an invoice.