Invoice Template / January 10, 2019 / Alissa Mcmahon.
6. Payment Terms Clear agreement on payment terms should be written down on the invoice template. This helps prevent misunderstanding between the client and supplier. It also helps establish terms of payment in a clear concise manner. In order to create your own invoice template you can use a variety of existing software available today. Most widely used are Microsoft s Word and Excel which provides a basic customizable format for your invoice templates. When choosing to send the invoice through email you can change the file into a PDF format so that it can be sent over to the client.
This provides for easy tracking as the assigned series is exclusive only to you and your client. 3. Dates There are only two dates that are important in an invoice template and these are the ones that reflect on the document. These are the date the invoice is raised and the date by which the payment is due. 4. Client Details Client details should include the client s name address and contact number. 5. Fees This is where the gross amount of the invoice made is reflected. Along with it the description of the item/s or type of service provided. Also included is the VAT number if available and the total amount due.
Moreover if you send your invoices via electronic mail you must complete the process of mail-merging to make them go out automatically. When you download templates you can set the parameters so that the software does all the calculations as soon as you enter the customer s name and the numbers. Invoice templates improve your productivity. Even if you feel more than willing to shoulder most of the workload creating your own invoices does not represent the best use of your time. Use invoice templates to assure than you and all your employees devote their time to the business s most important and productive activities.
12. To bold or underline the headings highlight the column heading labels; then click Format Cells Font and select Bold and Underline . 13. At the bottom of the invoice in cell A35 type Notes . 14. Tab to cell D30 and type Subtotal . Type Tax in Row 31 just below Subtotal . Type Shipping & Handling charges in Row 32. Type Total in Row 33. Type Total Due in Row 34. This creates your blank invoice template form. The next step in the blank invoice template form would be to carry out the final calculation after necessary additions and deductions. Pricing charts staffing rotas and timetables are few examples of word tables used to document financial data.
The task of invoicing can be daunting but it is simplified by using a template appropriate for your industry. So how do you find the right template for your business and save money at the same time? First you should identify what your template needs. At a minimum your invoice should include certain elements such as your company s name and address customer s contact information description of services provided and the agreed cost for the services you provide. More advanced invoices may include your company s logo terms of payment and itemization of goods and services provided.