{"id":18579,"date":"2023-11-20T10:03:12","date_gmt":"2023-11-20T10:03:12","guid":{"rendered":"https:\/\/www.mooninvoice.com\/blog\/?p=18579"},"modified":"2026-09-17T10:49:32","modified_gmt":"2026-09-17T10:49:32","slug":"how-to-make-a-pdf-invoice","status":"publish","type":"post","link":"https:\/\/www.mooninvoice.com\/blog\/how-to-make-a-pdf-invoice\/","title":{"rendered":"How to make a PDF invoice? Explained in 5 easy steps"},"content":{"rendered":"<h2>What is a PDF invoice?<\/h2>\n<p>A PDF invoice is a digital invoice saved as a PDF (Portable Document Format). In other words, it is an invoice in PDF format. A seller typically issues it to a buyer to request payment for the goods and services sold.<\/p>\n<p>In modern invoicing, PDF is considered one of the most standard and optimal formats. As a result, it is easy to find invoicing software online that helps businesses with their most important task: creating a PDF invoice.<\/p>\n<p>A standard PDF invoice consists of the following information:<\/p>\n<ul class=\"custom-disc-list\">\n<li>Invoice number, date of issue, and currency<\/li>\n<li><a href=\"https:\/\/www.mooninvoice.com\/blog\/what-is-a-po-number\/\" rel=\"\">Purchase order number<\/a> (if applicable)<\/li>\n<li>Business name, address, and contact number<\/li>\n<li>Customer name, address, and contact number<\/li>\n<li>Brief description of sold items or services with quantity and rate<\/li>\n<li>Tax and discount (if applicable)<\/li>\n<li>Total payable amount<\/li>\n<li>Payment terms and conditions<\/li>\n<\/ul>\n<h3>Invoice template PDF: Example of a duly filled PDF invoice<\/h3>\n<div style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-24730 size-large\" src=\"https:\/\/cdn.mooninvoice.com\/mi-live\/blog\/wp-content\/uploads\/2023\/11\/17102546\/Invoice-Heating-Ventilation-Air-Conditioning-Services.svg\" alt=\"Example of PDF invoice template\" width=\"600\" height=\"700\" data-wp-editing=\"1\" \/><\/div>\n<div class=\"cta-sc\">\n<p class=\"cta-ttl\"><strong class=\"cta-ttl\">Want to simplify your PDF invoicing?<\/strong><\/p>\n<p class=\"cta-cnt\">Create professional invoices in 60 seconds and share them easily to keep your payment flow active.<\/p>\n<p><a class=\"btn\">Start My 7-Day Free Trial<\/a>\n<\/div>\n<h2>How to create a PDF invoice in simple steps?<\/h2>\n<p>Moon Invoice lets you create PDF invoices easily through its platform and customizable invoice templates. Here are five simple steps to create PDF invoices within a minute. Here are the two methods to create a PDF invoice.<\/p>\n<h3>How to make a PDF invoice using invoicing software?<\/h3>\n<p>Get an invoicing app like Moon Invoice and follow these steps to create a PDF invoice.<\/p>\n<ol class=\"custom-number-list\">\n<li>Sign up for our online invoicing software and add your company.<\/li>\n<li>Start filling in the company details such as name, logo, address, and contact details.<\/li>\n<li>Click on the Dashboard &gt; Sales &gt; Invoice to create a new invoice.<\/li>\n<li>Start adding invoice details such as <a href=\"https:\/\/www.mooninvoice.com\/blog\/invoice-number\/\">invoice number<\/a>, date, currency, due date, customer details, line item descriptions, discounts, unit prices, and applicable taxes. The system will automatically calculate the total amount based on the data you enter.<\/li>\n<li>Add payment terms, bank details, a direct payment link, and the company signature at the bottom of the invoice. Review the invoice and download or share it as a PDF.<\/li>\n<\/ol>\n<h3>How to make a PDF invoice using a customizable template?<\/h3>\n<p>Download the free <a href=\"https:\/\/www.mooninvoice.com\/free-invoice-template\/pdf\">PDF invoice templates<\/a> online to generate PDF-format invoices in minutes.<\/p>\n<ol class=\"custom-number-list\">\n<li>Choose a suitable PDF fillable invoice template from the available invoice templates of Moon Invoice.<\/li>\n<li>Download the invoice template to your desktop, laptop, or smartphone.<\/li>\n<li>Open the invoice form and take a quick look at the format.<\/li>\n<li>Fill in all the blank fields to create a PDF invoice. Add details such as invoice number, date, due date, and currency. Also add customer details, line-item descriptions, prices, quantities, applicable discounts and taxes, and payment methods. Mention the applicable payment terms and notes. The template will automatically calculate prices, tax, and discounts to show the total amount.<\/li>\n<li>Cross-check that you have added the correct details. Also, match the invoice total with the approved estimate or quote if applicable.<\/li>\n<\/ol>\n<h2>Why use PDF for invoicing?<\/h2>\n<p>PDF is considered one of the most common formats for sharing invoices. Most business owners use a PDF invoice template to create invoices or convert a Word or Excel invoice to PDF format. Here are a few reasons it remains one of the best invoicing formats.<\/p>\n<p><strong>Widely acceptable:<\/strong> PDF is compatible with almost every system. It works on almost all devices and is easy to access.<\/p>\n<p><strong>Simple sharing:<\/strong> Because it&#8217;s generally lightweight, a billing PDF is easy to share via email, WhatsApp, and other channels.<\/p>\n<p><strong>Enhanced security:<\/strong> PDFs can offer protection against unauthorized access through passwords, encryption, and restrictions on editing or copying.<\/p>\n<p><strong>Professional presentation:<\/strong> PDFs offer a professional, consistent invoice layout with a clear structure for the viewer.<\/p>\n<p><strong>Convenient to print:<\/strong> PDF files preserve the invoice formatting and layouts. This ensures that all the details appear consistently when the user prints.<\/p>\n<p><strong>Easy to store:<\/strong> PDF invoices are easier to manage than physical documents. You can store them easily in systems and drives.<\/p>\n<h2>What is a free PDF invoice template, and why use it?<\/h2>\n<p>A free PDF invoice template is a pre-designed form available to download for free. It lets users customize and fill in the details to create an invoice in PDF format easily without designing the document from scratch.<\/p>\n<p>Typical fields in a PDF invoice template include the invoice number, invoice date, business details, customer details, and service or product description.<\/p>\n<p>Generating an invoice with a free invoice template PDF takes less effort, since most details are already in place and need to be filled in to create a professional-looking invoice.<\/p>\n<ul class=\"custom-disc-list\">\n<li>Saves time when generating a new invoice<\/li>\n<li>Free invoice templates are highly cost-effective<\/li>\n<li>Helps generate a professional invoice in less time<\/li>\n<li>Customization is easier with ready-made fields<\/li>\n<li>Reduces the need to redesign the invoice from scratch<\/li>\n<li>It can be saved and shared as a PDF across multiple devices<\/li>\n<\/ul>\n<h2>Streamline your invoicing with Moon Invoice<\/h2>\n<p>Moon Invoice is a reliable <a href=\"https:\/\/www.mooninvoice.com\/online-invoicing-software\">AI-powered invoicing software<\/a>, designed for small to mid-size businesses. The platform offers 66+ free, customizable templates for creating estimates, invoices, and receipts.<\/p>\n<p>You can easily create these financial documents in Word, Excel, Google Sheets, Docs, and PDFs. The platform offers PDF and print settings that let you adjust options and get the desired document. You can also share the invoice directly with the client via email and WhatsApp. Otherwise, print and mail the document.<\/p>\n<p>Its AI-powered features, such as quick scan, allow you to create invoices, estimates, and receipts by uploading documents. You can also create contacts and record payments using AI, reducing manual data entry.<\/p>\n<p>Beyond that, Moon Invoice also helps you manage finances more effectively. It offers a dedicated expense module to <a href=\"https:\/\/www.mooninvoice.com\/blog\/categories-for-business-expenses\/\">manage business expenses<\/a> digitally. Businesses can create delivery challans, purchase orders, credit notes, and debit notes without a hassle. Its 15+ business reports give you insight into your business finances.<\/p>\n<p>Overall, Moon Invoice offers a centralized platform to manage important documents, improve billing, and strengthen overall financial management.<\/p>\n<div class=\"cta-banner-revamp round-circle\">\n<div class=\"cta-banner-wrap\">\n<div class=\"cta-left-div\">\n<p class=\"font-white fs-30 m-0 mb-15 text-start\">Is inefficient billing holding your<span class=\"font-yellow\">&nbsp;business down?<\/span><\/p>\n<p class=\"font-white fs-16 m-0 mb-30 text-start max-w-375\">From invoice to payment, simplify everything for your business.<\/p>\n<div class=\"cta-info-wrap\">\n<div class=\"cta-info-sub-div\">\n                    <img decoding=\"async\" src=\"https:\/\/cdn.mooninvoice.com\/image\/images\/newhome\/cta-icons.png\"\n                        alt=\"CTA icon\"><br \/>\n                    <span class=\"font-yellow fs-14\">66+ customizable templates<\/span>\n                <\/div>\n<div class=\"cta-info-sub-div\">\n                    <img decoding=\"async\" src=\"https:\/\/cdn.mooninvoice.com\/image\/images\/newhome\/cta-icons.png\"\n                        alt=\"CTA icon\"><br \/>\n                    <span class=\"font-yellow fs-14\">Automate payment reminders<\/span>\n                <\/div>\n<div class=\"cta-info-sub-div\">\n                    <img decoding=\"async\" src=\"https:\/\/cdn.mooninvoice.com\/image\/images\/newhome\/cta-icons.png\"\n                        alt=\"CTA icon\"><br \/>\n                    <span class=\"font-yellow fs-14\">Payment tracking<\/span>\n                <\/div>\n<\/p><\/div>\n<div class=\"btn-div\">\n                <a href=\"https:\/\/mooninvoice.neetocal.com\/moon-invoice-demo?utm_source=website&#038;utm_medium=demo_button&#038;utm_campaign=demo_scheduling&#038;utm_ref=blog%2Fhow-to-make-a-pdf-invoice&#038;utm_content=blog\" style=\" display: block; width: max-content; height: max-content;\"><button class=\"btn calltryitlink_btn\">Request a Demo<\/button><\/a>\n            <\/div>\n<\/p><\/div>\n<div class=\"cta_banner_img_div square-dots square-b-none\">\n            <img decoding=\"async\" src=\"https:\/\/cdn.mooninvoice.com\/image\/images\/newhome\/cta_banner_img_new4x.png\" alt=\"CTA Banner\"\n                width=\"350\">\n        <\/div>\n<\/p><\/div>\n<\/div>\n<h2>Quick answers<\/h2>\n<div id=\"1-link-18579\" class=\"sh-link 1-link sh-hide\"><h3 onclick=\"showhide_toggle('1', 18579, 'How to make a free PDF invoice online using an invoice template?', 'How to make a free PDF invoice online using an invoice template?'); return false;\" aria-expanded=\"false\"><span id=\"1-toggle-18579\" class=\"sh-toggle\" data-more=\"How to make a free PDF invoice online using an invoice template?\" data-less=\"How to make a free PDF invoice online using an invoice template?\">How to make a free PDF invoice online using an invoice template?<\/span><\/h3><\/div><div id=\"1-content-18579\" class=\"sh-content 1-content sh-hide\" style=\"display: none;\">To make a free PDF invoice online, you need to follow the steps below:<\/p>\n<ol>\n<li>Choose the desired invoice template<\/li>\n<li>Add your business information such as company name, logo, and contact details<\/li>\n<li>Enter your client information such as name and contact details<\/li>\n<li>Add line items describing your product and service<\/li>\n<li>Mention the quantity, price, and applicable discount or tax<\/li>\n<li>Check the invoice total<\/li>\n<li>Download the invoice as a PDF<\/li>\n<\/ol>\n<p><\/div>\n<div id=\"2-link-18579\" class=\"sh-link 2-link sh-hide\"><h3 onclick=\"showhide_toggle('2', 18579, 'Why should I send invoices as PDFs instead of in Word or Excel?', 'Why should I send invoices as PDFs instead of in Word or Excel?'); return false;\" aria-expanded=\"false\"><span id=\"2-toggle-18579\" class=\"sh-toggle\" data-more=\"Why should I send invoices as PDFs instead of in Word or Excel?\" data-less=\"Why should I send invoices as PDFs instead of in Word or Excel?\">Why should I send invoices as PDFs instead of in Word or Excel?<\/span><\/h3><\/div><div id=\"2-content-18579\" class=\"sh-content 2-content sh-hide\" style=\"display: none;\">Sending invoices as PDFs is better than sending them as Microsoft Word or Excel files. PDF invoices look more professional and are easy to attach and download. They also work across devices, so customers can open them on any device without extra software. These invoices are better for record-keeping.<\/p>\n<p><\/div>\n<div id=\"3-link-18579\" class=\"sh-link 3-link sh-hide\"><h3 onclick=\"showhide_toggle('3', 18579, 'Can I edit a PDF invoice after creating it?', 'Can I edit a PDF invoice after creating it?'); return false;\" aria-expanded=\"false\"><span id=\"3-toggle-18579\" class=\"sh-toggle\" data-more=\"Can I edit a PDF invoice after creating it?\" data-less=\"Can I edit a PDF invoice after creating it?\">Can I edit a PDF invoice after creating it?<\/span><\/h3><\/div><div id=\"3-content-18579\" class=\"sh-content 3-content sh-hide\" style=\"display: none;\">Yes, you can edit a PDF invoice after creating it. However, it depends on how you created the PDF. If you have the PDF source and know how it was created, you can easily edit it. If you only have a PDF invoice, then you need other software to modify its content.<\/p>\n<p><\/div>\n<div id=\"4-link-18579\" class=\"sh-link 4-link sh-hide\"><h3 onclick=\"showhide_toggle('4', 18579, 'Can I convert a Word invoice to PDF?', 'Can I convert a Word invoice to PDF?'); return false;\" aria-expanded=\"false\"><span id=\"4-toggle-18579\" class=\"sh-toggle\" data-more=\"Can I convert a Word invoice to PDF?\" data-less=\"Can I convert a Word invoice to PDF?\">Can I convert a Word invoice to PDF?<\/span><\/h3><\/div><div id=\"4-content-18579\" class=\"sh-content 4-content sh-hide\" style=\"display: none;\">Yes, you can easily convert a Word invoice to PDF by following these steps:<\/p>\n<ol>\n<li>Open the invoice in MS Word.<\/li>\n<li>Cross-check the invoice details.<\/li>\n<li>Select File and then Save As, or File, then Export.<\/li>\n<li>Choose PDF as the file format.<\/li>\n<li>Select Save or Export to generate the invoice as a PDF.<\/li>\n<li>Open the PDF invoice and review the details once again before sending it.<\/li>\n<\/ol>\n<p><\/div>\n<div id=\"5-link-18579\" class=\"sh-link 5-link sh-hide\"><h3 onclick=\"showhide_toggle('5', 18579, 'Is a PDF invoice legally valid?', 'Is a PDF invoice legally valid?'); return false;\" aria-expanded=\"false\"><span id=\"5-toggle-18579\" class=\"sh-toggle\" data-more=\"Is a PDF invoice legally valid?\" data-less=\"Is a PDF invoice legally valid?\">Is a PDF invoice legally valid?<\/span><\/h3><\/div><div id=\"5-content-18579\" class=\"sh-content 5-content sh-hide\" style=\"display: none;\">Yes, a PDF invoice can be legally valid as an electronic document if it includes all essential information and complies with tax and other invoicing requirements. Note that a PDF invoice itself is not a legal document. It must meet the applicable legal and tax requirements of the relevant jurisdiction.<\/p>\n<p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>What is a PDF invoice? A PDF invoice is a digital invoice saved as a PDF (Portable Document Format). In other words, it is an invoice in PDF format. A seller typically issues it to a buyer to request payment for the goods and services sold. In modern invoicing, PDF is considered one of the&hellip; <a class=\"more-link\" href=\"https:\/\/www.mooninvoice.com\/blog\/how-to-make-a-pdf-invoice\/\">Continue reading <span class=\"screen-reader-text\">How to make a PDF invoice? Explained in 5 easy steps<\/span><\/a><\/p>\n","protected":false},"author":11,"featured_media":30936,"comment_status":"open","ping_status":"open","sticky":false,"template":"single-custom-post.php","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1382],"tags":[],"class_list":["post-18579","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-invoicing-tips","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Free Invoicing, Finance Tips &amp; Insights for Small Business<\/title>\n<meta name=\"description\" content=\"Get insights on invoicing, finance, and startup tips for small businesses, freelancers, and payment at Moon Invoice Blog.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create a PDF Invoice: Easy Steps &amp; 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