Invoice Template / January 11, 2019 / Odessa Barron
Not only can you save a great deal of time by using one but it allows you to formalise the process and apply a more uniform framework to your invoicing format. This not only makes your invoices easier to understand but it helps at tax time also as your tax agent will have a better understanding of your paperwork. There are a number of various websites on the net that provide invoice templates. Many of these are provided in a turnkey format which allow you to download them immediately and begin using them with little or no customization whatsoever. These templates are typically provided in either Microsoft Word format or a PDF which can be difficult to edit unless you have the supporting software.
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.
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 .