Invoice Template / January 23, 2019 / Dionne Boone
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 .
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.
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.