What should a Beauty and Personal invoice include?
List your business name, address, phone, and license number. Add client name, service date, and invoice number. Itemize services and products with rates, quantity, and tax. Show tips, discounts, and deposits. Include subtotal, tax, and total due. Add payment terms, accepted methods, and notes like color formula or aftercare. Finish with your return or refund policy.
How do taxes work on beauty invoices?
Services may be taxable by state or province. In the US, apply sales tax where required and keep product tax separate if rules differ. In Canada, charge GST/HST or GST plus PST as your province requires. In the UK, add VAT if you’re registered and include your VAT number. Keep clean records by showing tax rate, tax amount, and total.
Do I need industry details like license or claim numbers?
Yes. Add your cosmetology or barber license number when needed. For med spa work, include supervising provider details. If billing insurance for injury-related treatments, note the claim number. Add appointment ID, chair number, and staff initials. Product sales can list SKU or lot for returns.
Should I use a template or a generator?
Use a template for one-off jobs or when you bill rarely. It’s quick and simple. Choose a generator if you rebook clients, sell retail, track tips, run promos, or need deposits and reminders. The tool saves client info, repeats services, handles tax, and sends invoices with payment links.
What’s the best way to send and set terms?
Send a PDF by email or text with a payment link. Set due on receipt for quick jobs or net 7 for bigger color services. Clearly state deposits, no-show fees, and late fees. Offer cards and tap-to-pay. Add thank-you notes and rebooking prompts to keep clients coming back.
How do I handle deposits and cancellations?
Show deposit amount as a line item and subtract it from the final bill. State if deposits are nonrefundable and how far in advance clients must cancel. For no-shows, add the fee as its own line with a short note. Keep the policy on every invoice so disputes are rare.
