Just Jolly Professional Tools
Professional Tools: Using an Invoice Generator
An Invoice Generator is a tool designed to streamline the process of creating and managing invoices. It allows users to input business and client details, list items or services provided, calculate totals, and generate a professional invoice with just a few clicks. Perfect for freelancers, small businesses, or anyone in need of quick and easy invoicing, this tool ensures accuracy, saves time, and simplifies the billing process.
Important: Please note that Just Jolly Invoice Generator is an online payment invoice system and not an accounting service. You are solely responsible for ensuring that the invoices you issue conform to the legal requirements applicable to you and your customers.
How to Use the Invoice Generator
This Invoice Generator is a simple web-based tool that allows you to create and preview invoices for your business. The tool includes sections for entering seller and client information, adding items to the invoice, and calculating totals based on input data such as quantity, price, and sales tax.
Here is a step-by-step guide on how to use this tool effectively:
Step 1: Understanding the Form Fields
Once the files are set up and the page is loaded in the browser, you’ll see a form with several sections to fill out. Here is what each section means:
1. Seller Information
Business Name: Enter your business or company name.
Business Address: Enter your business address.
Phone Number: Enter your business phone number.
Email Address: Enter your business email.
Website: Provide the URL of your business website.
2. Client Information
Client's Name: Enter the name of the client you're issuing the invoice to.
Client's Address: Provide the client’s address.
Client's Phone Number: Enter the client’s phone number.
Client's Email: Provide the client’s email address.
3. Invoice Information
Invoice Number: A unique identifier for the invoice. This should be unique for every new invoice.
Issue Date: The date when the invoice is issued.
Due Date: The due date for payment.
4. Itemized List (Items)
You can add items (products/services) by clicking the "Add Item" button.
For each item, you'll need to fill out:
Item Description: What is being sold or provided (e.g., "Web Development Service").
Quantity: The number of items or hours.
Price: The price per item or hour.
The form allows you to remove items if necessary by clicking the "Remove" button next to each item.
5. Financial Summary
Subtotal: This field will automatically update as you enter item quantities and prices.
Sales Tax: Enter the tax rate (in percentage) applicable to your invoice.
Total Amount Due: This field will automatically calculate the total due, including taxes.
6. Payment Details
Accepted Payment Methods: Provide a list of accepted payment methods (e.g., Bank Transfer, PayPal, etc.).
Payment Instructions: Add any payment instructions for your client (e.g., bank account details, PayPal instructions).
Late Payment Penalty: If applicable, enter any penalty for late payments (e.g., 2% per month).
Step 2: Generating and Previewing the Invoice
After filling out all the sections in the form, click the "Generate Invoice" button at the bottom of the form.
The tool will:
Collect all the information you entered into the form.
Calculate the subtotal, sales tax, and total due.
Create an invoice preview in a separate section below the form.
In the preview section, you’ll see all the information in a formatted invoice layout.
Step 3: Printing the Invoice
Once the invoice is generated and previewed, you can print it:
Click the "Print Invoice" button to open the browser’s print dialog.
Choose your printer and print the invoice for physical or digital records.
Step 4: Adding/Removing Items
If you need to add more items to the invoice:
Click the "Add Item" button to create additional rows for products/services.
Each item will have fields for description, quantity, price, and a remove button.
To remove an item, click the "Remove" button next to the specific item you wish to delete.
Step 5: Modifying the Invoice Preview
If you need to make changes to the invoice:
Go back to the form and update any of the fields.
Click "Generate Invoice" again to regenerate the preview with the updated information.
You can also change the item quantities and prices, and the subtotal and total due will automatically update.
Example Use Case:
Let’s say you need to create an invoice for a client:
Fill out Seller Information:
Business Name: “My Web Solutions”
Business Address: “123 Tech Street, City”
Phone: “123-456-7890”
Email: “info@mywebsolutions.com”
Website: “www.mywebsolutions.com”
Fill out Client Information:
Client's Name: “John Doe”
Client's Address: “456 Client Lane, City”
Client's Phone Number: “987-654-3210”
Client's Email: “johndoe@example.com”
Fill out Invoice Information:
Invoice Number: “INV-001”
Issue Date: “2025-01-24”
Due Date: “2025-02-07”
Add items:
Item 1: “Web Development Service”, Quantity: 1, Price: $500
Item 2: “Website Hosting for 1 Year”, Quantity: 1, Price: $100
Enter Sales Tax: 5%
Enter Payment Information:
Accepted Payment Methods: “Bank Transfer, PayPal”
Payment Instructions: “Please transfer the total amount to account number 12345678”
Late Payment Penalty: “2% per month after due date”
Once the form is filled, click Generate Invoice, and the invoice preview will show the details. You can then print the invoice or save it for your records.
By following these steps, you can easily generate and manage invoices for your business. This tool will help streamline the process of creating professional invoices and ensure that your clients have all the details they need for payment.