As part of my branding i wanted to create a quote and invoice sheet. I may not necessarily use them right now, but if i do get freelance work over the summer i will use them to make everything more formal and to secure payments etc with clients. That is what i would use these for, to make sure that me and the client both know the terms of the project and how much they would pay me for this.
I started designing the invoice by using my creative cv as a basis. I have used the same idea of the title of that for the title of the invoice, but changing the wording. These products again use the 'hi' speech bubble to make them more personal and be more directed to them. For the design of the invoice and how it would display the work and rates etc on the page, i split the page down into 4 columns, so that it was displayed evenly and that the design would be balanced throughout.
With this design i was planning on having my logo and contact details at the top of the page to keep all the details in one place and leave the rest of the page for the invoice details. But as i was going through the design, i felt that this would be really squashed at the top of the page and make the design be unbalanced because it would be top heavy. So i started to rethink the design.
Here i started to look at moving the details around the page, having all the client details and title on one side of the page and then my details would sit on the opposite side, but again there wasn't that many details for myself that i would display on this so it wouldn't be even across the top and leave an odd spacing as shown in the image above. This made me re-think the design again and think how to display the information of the invoice.
I realised that having my logo at the top with my contact details could be too much and conflict with the client details - not making it clear which is which. Also having the grey header and logo at the top was restricting the spacing of the top of the invoice and this again was making it harder to design the invoice. So i decided to use the coloured block with my details within like on the letterhead and compliment slip at the bottom of the invoice, this will again keep it consistent across the full branded business stationery and leave more room for the rest of the design.
After doing the different alterations that i spoke about above, this is the final invoice sheet. Here you can still see that the design is very in keeping with the rest of the branded material, but still works aesthetically and the whole page is balanced throughout the design.
The top section of the invoice displays the title and then the clients details and invoice number and date of issue. This is now balanced out and lays across the full width of the page, leaving an equal spacing and design area that can be used for the invoice section.
The invoice section takes up the middle of the page, this displays information about the project - job number, description of job, rate and final price of each job. This can be run throughout the full page and can display as many jobs as possible within the page, if more is needed then this can run onto a next page.
Below this holds the information about payment. This is to make the payment of the job more formal and to secure payment for myself. Displayed is my payment information - bank sort code and acc number which the client would pay the money to. This also has a section for terms and conditions which again is about the terms of payment.
The lower section is the coloured block section which holds my details and contact numbers and email.
Moving on from this i created the quote sheet. This would be used when a client would request a price for a certain project and this form would be used to send out to the client.
I have used the same design as the invoice as these two products are similar and being designed the same will again keep this section of business products consistent.
To create the quote sheet, i have edited the wording and type that is within the design.
This is the initial design of the quote sheet, which has been used from the invoice sheet. I have changed the title at the top replacing invoice for quote, again the use of the 'hi' bubble makes it more personal and conversational. The rest of the design is the same and contains the same information within it.
After changing these details i realised that the terms and conditions area of the quote sheet needs to be changed, so i have edited that information to display something about the client contacting me if they are happy with the quote and want to go ahead with the project.
The terms and conditions section of the quote sheet is slightly different to that of the invoice, this would be changed to involve information about the design process of the project and how many changes the client would have within the project before having to pay for extra changes.
This is the final design for the quote sheet and invoice sheet.
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