Invoice Template / December 14, 2018 / Karin Higgins
As said the benefits of using one will not only save you a considerable amount of time but also portray you as more professional in terms of overall presentation. Invoices are basically the records of your sales transactions. Creating a blank invoice template on excel is very easy. 1. In a blank Excel document type Invoice in caps across the top of the worksheet in Column B and Row 1 (B1). 2. Click Enter and in cell B2 type your company name mailing address telephone and fax numbers email address and website link. 3. Tab to cell E1 and type Date . 4. In cell E2 just below the date field type the Invoice No . 5. In cell A6 type Bill To .
To help you keep track documents in the form of invoices or receipts are necessary. Here are the important things you need to include in you invoice template: 1. Company details This is the name of your company and includes the address contact number and in some instances the proprietor s name can also be placed. More importantly the company s VAT number should be placed. 2. Invoice number Assigning invoice numbers helps you keep track of the specific items shipped or purchased from which client. This unique number can actually be a combination of letters and numbers.
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.