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Research: Producing Financial Records.

  • Stacey Wood
  • May 22, 2019
  • 3 min read

In order to have a successful business, you need to be able to provide financial records. When working in a studio you will need to create an invoice for your client, as well as for yourself to remember how much you are owed for your services. When creativing an invoice you need to be direct with the money, stating how you came to your total price.


To begin my mock invoice I wanted to get some inspiration from other business’s invoices, so I would know the correct format and design I would like to use for my own invoice. Here are a few of the invoices I took inspiration from:


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The above invoices show a level of simplicity, showing what the customer owes the business, giving them all the correct information to do so. I like the first invoice, as it has bold outlines for the money calculations, the invoice and contact information is on top of the page, which is easier to follow for a customer, so they know who they are getting an invoice from.


However, I think should have a logo or a visual aspect to make the design a little obvious from first glance who it is from. I did not like the second invoice very much, a

I felt the layout was unclear, and the information was too small making it harder to read and less clear to the customer.


Finally, I think the last invoice shown is very good, it has a logo clearly shown, the invoice and business information at the top, and it also had a clear table including the description of their job, which explains how the final sum was calculated.





For my mock invoice, I wanted to design a straight forward document, with all the information I thought was relevant. This is because, I want customers to be able to read and understand easily the money they need to give my business in order for its service.


For the layout of the invoice, I put my details at the top right hand side of the page, this makes my details clear and easy to refer to. Within my details I put my studio name, the address, contact number, and email. These parts of information are vital in case the client wishes to contact me about further work together, or if they have issues with the invoice.


On the top left hand side, I placed my logo. My logo is my identifier, making the invoice stand out, making it clear that is from me with just a quick glance.


After that, I put the details of who the invoice is referring to. I put their name, address, contact number, and email. This is so the client knows that the invoice is correctly identified as theirs, and also helps me as a business keep track of who owes me money, and how to contact them if it is not on time.


In order to have a successful business, I need to be able to provide financial records. Therefore, I created an invoice for my client, as well as for myself to remember how much I am owed for my services.


The next part is the main body of the invoice. This needs to be clear and be the focus of the document. What I speak of is money. I have a clear table that labels what services took place, the date they took place, how many hours the services were, my charge per hour, and the total sum. I gave clear points within this table so the customer knows what they are being charged and why.


After this, I added some additional information where I thanked my client for working with me, and suggested that they are welcome to use the studio again, I also hinted at my contact details again.


Finally, within the additional information, this is where I put my terms for late pee payments. I let the client know this, as they will then be inclined to pay on time, and if they don't, they are aware that I will charge them additional money.


My mock invoice:



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