Billing Invoice
Billing Invoice
Billing Invoice
[Company Name]
[Street Address]
[City, ST ZIP]
Phone: (000) 000-0000
BILL TO
INVOICE #
DATE
2034
3/1/2015
CUSTOMER ID
TERMS
564
Net 30 Days
SHIP TO
[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone]
[Email Address]
[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone]
DESCRIPTION
QTY
Service Fee
Labor: 5 hours at $75/hr
New client discount
UNIT PRICE
1
5
200.00
75.00
(50.00)
TOTAL
AMOUNT
200.00
375.00
(50.00)
-
525.00
INVOICE
[Company Name]
[Street Address]
[City, ST ZIP]
Phone: (000) 000-0000
BILL TO
INVOICE #
DATE
2034
3/1/2015
CUSTOMER ID
TERMS
564
Net 30 Days
SHIP TO
[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone]
[Email Address]
[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone]
DESCRIPTION
QTY
Service Fee
Labor: 5 hours at $75/hr
New client discount
UNIT PRICE
1
5
200.00
75.00
(50.00)
200.00
375.00
(50.00)
-
SUBTOTAL
525.00
TAX (4.25%)
22.31
TOTAL
AMOUNT
547.31
HELP
http://www.vertex42.com/ExcelTemplates/billing-invoice-template.html
Instructions
Customize the template with your company name, address, and other
contact information. Then, save a backup of the file to use as a
template for future invoices.
For repeat customers, update the Bill To section and Customer ID and
save the file to use as a template for future invoices for that customer.
You may want to name the file something like "Invoice Template Customer Name."
Sending an Invoice
One of the best ways to send an invoice, besides printing a paper
copy and mailing it, is to email the invoice as a PDF attachment.
To create a PDF using Excel 2010 or later, go to File > Save As and
choose PDF from the list of file types.
Save the PDF to a location on your computer where you will store all
your invoice documents and name the file with the customer name
and/or invoice number.
Ship To
If the customer's shipping or mailing address is the same as the billing
address, you could remove the "Ship To" section by deleting the text
and removing the borders and background color.
Currency
To change a currency symbol, select the cell and open the Format
Cells dialog box by pressing CTRL+1. Then go to the Number tab to
change the format to Currency or Accounting and select the currency
symbol.
Color Scheme
To change the theme colors, go to Page Layout > Colors.
Terms
The term "Net 30" or "Net 30 Days" can be used to specify that the
payment is expected within 30 days after the goods are sent or the
service is fully provided.
You could change the label to "DATE DUE" and enter a date the
payment is due. Or, use a formula such as =H5+30 where H5 is a
reference to the invoice date cell.
Create a Receipt
You can convert the invoice into a receipt by changing the label in
header from "Invoice" to "Receipt." Then, you can add a note below
the Total at the bottom saying something like "Paid in full. Thank you!"
Additional Help
The link at the top of this worksheet will take you to the web page on
vertex42.com that talks about this template.
REFERENCES
TIPS
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