Invoice Template / December 11, 2018 / Heidi Herring
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.
You can also change the layout of the template by drag and drop feature. It calculates taxable amount created customer statement report and supports payment report. Excel Invoice Manager Express The new version- 2.9.1013- Microsoft Excel 2000/XP/2003/2007 and Windows 2000/XP operating system. Truly suitable for small home business enterprises the software keeps record of expenses purchases bills or taxation amounts. According to the tax system of your state the formulas can be redefined. It keeps track of outstanding invoices multiple payments partial payments etc.