Invoice Template / January 11, 2019 / Odessa Barron
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.
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.
Populate the customer s name and mailing address. 6. Tab to cell E6 and type Ship To . Populate the address to which the customer wants the item(s) to be shipped. 7. Create Product and Pricing Fields. Type Item Number in cell A12. 8. In cell B12 type Description . Populate the identification number and product type the customer who has made the purchase. 9. In cell C12 type Unit Price . Populate the cost of each item. 10. In cell E12 type Line Total . Calculate and show the total cost of the item(s). 11. If you require to broaden the column width highlight columns A through E. Click Format Columns and then Auto Fit Selection .