Invoice Template / January 12, 2019 / Mabel Cooke.
Invoice templates improve your efficiency. No matter how much you and your office manager love to play with your computers you will save a great deal of time and money and you will get far better results from downloading templates instead of creating your own. Assuming that you are reasonably proficient with the Microsoft Office Suite you may create your own invoice template; but why go to all the trouble of reinventing the wheel? Most build-it-yourself templates require updating and adjusting for each new invoice and they often do not calculate running totals or sum-up the bottom lines the way you wish.
Invoice types may include an invoice for a particular service labor and materials invoice proforma invoice among others. Free templates are generally available in a variety of formats you probably already have on your computer such as HTML Microsoft Word Microsoft Excel or PDF. Some free templates include time-saving features like self-calculation for easy figuring generic logos or options to add your own logo automatic date stamping and easy drop down menus for selecting items or services to customize your invoice. Lastly you ll need to consider the production of your template.
Remember efficiency is the key of course along with professionalism. The basic principle of using a ready made template is to expedite the overall process of invoicing without sacrificing quality or short cutting professionalism. This is where an invoice template can be extremely beneficial to your business. Where to find one? There is an absolute abundance of invoices available online. Literally thousands of websites offering downloadable invoices in various formats such as Word Excel and PDF. Most are free to download whilst others are paid. Typically it s a matter of you get what you pay for.
The template will provide text boxes in which you can add details of the services rendered including charges per hour cost of materials and so on. Whether you choose to download a free template or spend as little as $10.00 for a simple invoice that calculates the total for you is entirely dependent on your specific needs. Many templates available in Excel Word or Office will include options such as the calculation of tax and even hourly rate costs options. Once your service invoice template is in use you will be able to add the date client details and invoice number. This invoice is then saved into your invoice or customer file and is ready to print fax or e-mail to the client. Clients who use online banking would probably appreciate an e-mail confirmation and updates on payments received and balances still due but your older clients may still prefer a facsimile or postal service. Make sure that your client is given the options available and is able to make their choice of preferred method of invoice delivery.
Depending on your industry you need to pick the best invoice to suit your needs. For example you may use an invoice template that you customize electronically and print from the convenience of your office before submitting to your client. Or perhaps the invoice will be sent electronically through email. Or you may require a handwritten invoice form that your technician can complete in the field. Most likely your company will require a combination of these. Using a template can ensure that your company s design and branding elements are consistent. Your invoice is your last statement about the value and quality of your work.