Step 1: Open the PDF Invoice Template

• Open it in a PDF editing tool like Adobe Acrobat, Canva, or an online editor such as PDFescape.
• Save a copy of the template with a new name, such as "Invoice_Template_YourBusinessName.pdf."

Step 2: Add Your Business Information

• In the "From" section:
• Replace placeholder text with your business name.
• Add your business address, phone number, email, and website details.
• If the template allows, insert your company logo in the designated space.

Step 3: Fill in Client Details

• In the "Billed To" section:
• Input your client’s name, company name, and address.
• Include any additional details specific to the client, such as their phone number or email.

Step 4: Add Invoice Information

• Populate the fields under "Invoice Number" and "Date of Issue":
• Enter a unique invoice number for tracking purposes.
• Input the current date or the invoice issue date.
• Add payment terms (e.g., "Net 30") in the "Terms" section.

Step 5: Itemize Products or Services

• In the itemized table:
• Replace "Description" with details of the products or services provided.
• Fill in the "Unit Cost" for each item.
• Enter the corresponding quantity in the "Qty/HR Rate" column.
• Calculate the total for each line item and fill in the "Amount" column.

Step 6: Confirm Totals

• Check that the "Subtotal" row accurately sums all the amounts in the table.
• If applicable, apply a discount and ensure it is reflected in the "Discount" field.
• Update the "Tax Rate" to match your local tax percentage and calculate the tax amount.
• Verify that the "Invoice Total" reflects the correct final total after discounts and taxes.

Step 7: Add Payment Instructions

• In the "Terms" section, specify payment methods and details, such as:
• Bank account information for wire transfers.
• Links for online payments (e.g., PayPal or credit card gateways).
• Any penalties for late payment or additional terms.

Step 8: Save and Send

• Save the completed invoice as a finalized PDF.
• Send the invoice to your client via email or your preferred communication method.