Invoice Template / January 12, 2019 / Lessie Larson
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.
This provides protection against possible accidental rewrites or moderations. You can change this default and unprotect the worksheet according to the use you are going to do. The second important thing you can do is to take some time to customize the worksheet. You can put your profile information your address or your company logo. This may sound trivial but it is important as you can differentiate your product and also be able to provide some information. There are a number of companies and sites that provide blank invoice templates for use. This is also a helpful tool. This is an ideal alternative choice for those that do not use an already integrated system that allows you to print your own. This alternative choice you have is ideal as it doesn t cost a lot and enables you to customize a blank one and make it your own. You can use generic tables that already exist in Microsoft software systems. If you are not familiar on how to customize an invoice template or you don t know which information to add you can choose one that is ready and after using it for a while add the information that your company uses. You can certainly find something for every work you have.
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 .