>Hello Sohib EditorOnline, if you’re running a business in Indonesia, you must know how important an invoice is. A well-crafted invoice ensures that your clients pay on time and helps you keep track of your finances. In this article, we will guide you through the process of creating an invoice step-by-step. Let’s get started!
What is an Invoice?
Before we dive into the process of creating an invoice, let’s first understand what it is. An invoice is a document that details the goods or services that you’ve provided to a client and the amount they owe you. It’s essentially a bill that you send to your clients, asking them to pay for what you’ve provided. In Indonesia, invoices are often referred to as “Faktur” or “Nota Faktur”.
Why are Invoices Important?
Invoices are important for a number of reasons. Here are a few:
| Reason | Explanation |
|---|---|
| Get Paid | An invoice is a request for payment. Without it, your clients may forget to pay you. |
| Keep Records | An invoice is a record of the work you’ve done and the money you’ve earned. It’s helpful for tax purposes and keeping track of your finances. |
| Professionalism | An invoice makes you look professional and shows that you take your business seriously. |
What Should an Invoice Contain?
There are certain elements that you should include in your invoice to ensure that it’s complete and accurate. Here’s a checklist of what your invoice should contain:
- Header: Your company’s name, address, and contact details
- Invoice number: A unique identifier for the invoice
- Client details: Your client’s name, address, and contact details
- Date: The date on which you generated the invoice
- Description: A detailed description of the goods or services provided
- Quantity: The number of units of goods or services provided
- Price: The price per unit of goods or services provided
- Total amount: The total amount due for the goods or services provided
- Payment terms: The terms and conditions of payment
- Bank details: Your bank account details for receiving payment
Header
The header is the first thing your client will see when they receive your invoice. It includes your company’s name, address, and contact details. Make sure that it’s clear and easy to read. Here’s an example:
PT. Contoh Perusahaan
Jl. Contoh No. 1, Jakarta 12345
Telp: (021) 123456
Email: info@contohperusahaan.com
You can also include your logo in the header to make your invoice look more professional.
Invoice Number
Your invoice number is a unique identifier for the invoice. It helps you keep track of your invoices and makes it easier to follow up with clients who haven’t paid. You can use any numbering system you like, as long as it’s consistent. For example, you can use a simple sequential number like “001”, “002”, “003”, etc. Here’s an example:
Invoice No: INV-001-2021
Client Details
Your client details include their name, address, and contact details. Make sure that you get these details right, as it will ensure that your invoice reaches the right person. Here’s an example:
Attn: Ms. Contoh Pelanggan
Contoh Perusahaan Cabang Jakarta
Jl. Contoh No. 2, Jakarta 12345
Telp: (021) 123456
Email: contohpelanggan@contohperusahaan.com
Date
The date on which you generate the invoice is important, as it determines the due date for payment. Make sure that the date is accurate and that you’re not backdating the invoice. Here’s an example:
Date: 1 Januari 2021
Description
The description is a detailed explanation of the goods or services that you’ve provided. Make sure that it’s clear and that your client understands what they’re paying for. Here’s an example:
Description: 10 jam konsultasi bisnis
Quantity
The quantity is the number of units of goods or services provided. Make sure that it’s accurate and that it matches the description. Here’s an example:
Quantity: 10 jam
Price
The price is the cost per unit of goods or services provided. Make sure that it’s clear and that your client understands what they’re paying for. Here’s an example:
Price: Rp 1.000.000 per jam
Total Amount
The total amount is the sum of all the goods or services that you’ve provided. Make sure that it’s accurate and that it matches the description. Here’s an example:
Total Amount: Rp 10.000.000
Payment Terms
The payment terms are the conditions under which the client must pay you. Make sure that they’re clear and that your client understands what they’re agreeing to. Here’s an example:
Payment Terms: 30 hari setelah tanggal faktur
Bank Details
Your bank details are the information that your client needs to pay you. Make sure that they’re accurate and that you’re giving your client the correct information. Here’s an example:
Bank: Bank Contoh
Cabang: Jakarta Pusat
No Rekening: 123456789
atas nama: PT. Contoh Perusahaan
Cara Membuat Invoice
Now that we understand what an invoice should contain, let’s dive into the process of creating an invoice. Here’s a step-by-step guide:
Step 1: Choose an Invoice Template
There are a number of invoice templates available online. You can choose one that suits your business needs and customize it to your liking. Here are a few templates you can use:
Alternatively, you can create your own template using Microsoft Excel or Google Sheets. Here’s an example:
| Header | |
| Invoice No: | [insert invoice number] |
| Date: | [insert date] |
| Client Details | |
| Attn: | [insert client name] |
| Address: | [insert client address] |
| Telp: | [insert client phone number] |
| Email: | [insert client email] |
| Invoice Details | |
| Description: | [insert description] |
| Quantity: | [insert quantity] |
| Price: | [insert price per unit] |
| Total Amount: | [insert total amount] |
| Payment Terms: | [insert payment terms] |
| Bank Details | |
| Bank: | [insert bank name] |
| Cabang: | [insert bank branch] |
| No Rekening: | [insert bank account number] |
| atas nama: | [insert account name] |
Step 2: Fill in the Header Details
Fill in your company’s name, address, and contact details in the header section of the invoice. Here’s an example:
PT. Contoh Perusahaan
Jl. Contoh No. 1, Jakarta 12345
Telp: (021) 123456
Email: info@contohperusahaan.com
Step 3: Fill in the Invoice Number and Date
Fill in the invoice number and the date on which you generated the invoice. Here’s an example:
Invoice No: INV-001-2021
Date: 1 Januari 2021
Step 4: Fill in the Client Details
Fill in your client’s name, address, and contact details. Here’s an example:
Attn: Ms. Contoh Pelanggan
Contoh Perusahaan Cabang Jakarta
Jl. Contoh No. 2, Jakarta 12345
Telp: (021) 123456
Email: contohpelanggan@contohperusahaan.com
Step 5: Fill in the Invoice Details
Fill in the details of the goods or services that you’ve provided, including the description, quantity, price, and total amount. Here’s an example:
Description: 10 jam konsultasi bisnis
Quantity: 10 jam
Price: Rp 1.000.000 per jam
Total Amount: Rp 10.000.000
Step 6: Fill in the Payment Terms and Bank Details
Fill in the payment terms and your bank details for receiving payment. Here’s an example:
Payment Terms: 30 hari setelah tanggal faktur
Bank: Bank Contoh
Cabang: Jakarta Pusat
No Rekening: 123456789
atas nama: PT. Contoh Perusahaan
Step 7: Review and Send the Invoice
Before you send the invoice to your client, make sure that all the details are accurate and complete. You can also include a note thanking your client for their business. Once you’re ready, you can send the invoice via email or mail it to your client.
FAQ
1. Apa itu faktur pajak?
Faktur pajak adalah dokumen yang dikeluarkan oleh perusahaan yang berisi detail transaksi penjualan atau pembelian yang berkaitan dengan pajak. Dokumen ini digunakan sebagai bukti pembayaran pajak penghasilan dan PPN.
2. Apa bedanya faktur dengan kwitansi?
Faktur adalah dokumen yang menyatakan jumlah pembayaran atas transaksi penjualan atau pembelian yang menghasilkan hutang piutang, sementara kwitansi adalah dokumen yang menyatakan bahwa pembayaran telah dilakukan.
3. Apakah saya harus menambahkan pajak dalam faktur?
Jika perusahaan Anda terdaftar sebagai PKP (Pengusaha Kena Pajak), maka Anda harus menambahkan PPN pada faktur Anda. Jika tidak, Anda tidak perlu menambahkan PPN.
4. Bagaimana cara mengetahui apakah perusahaan saya terdaftar sebagai PKP?
Anda dapat memeriksa status PKP perusahaan Anda melalui website resmi Direktorat Jenderal Pajak.
5. Apakah saya bisa mengubah invoice yang sudah terkirim ke klien?
Jika invoice sudah terkirim ke klien, Anda dapat mengirim ulang invoice yang sudah diubah atau mengirimkan memo kredit untuk mengkoreksi kesalahan di invoice.
Conclusion
Ciptakan faktur yang baik dan benar adalah kunci keberhasilan dalam bisnis Anda. Dengan menggunakan template faktur yang tepat dan memasukkan semua detail penting, Anda dapat memastikan bahwa Anda dibayar tepat waktu dan dapat melacak keuangan Anda dengan mudah. Ikuti langkah-langkah sederhana yang sudah kami berikan di atas dan Anda akan menjadi ahli dalam membuat faktur.