billing invoice
DESCRIPTION
Billing InvoiceTRANSCRIPT
MGM TRADERSp-124
apmc yard phone-08362213316 INVOICE #
phone-9242841234 2034
CUSTOMER ID
564
BILL TO SHIP TO
[Name] [Name]
[Company Name] [Company Name]
[Street Address] [Street Address]
[City, ST ZIP] [City, ST ZIP]
[Phone] [Phone]
[Email Address]
DESCRIPTION QTY
Service Fee 1
Labor: 5 hours at $75/hr 5
New client discount
Thank you for your business! TOTAL
If you have any questions about this invoice, please contact
[Name, Phone, [email protected]]
RECEIPT By Vertex42.com
© 2014 Vertex42 LLC
INVOICE # DATE
2034 5/1/2014 ← Press CTRL+SemiColon to enter the current date
CUSTOMER ID TERMS ← You can delete these two rows if not needed
564 Net 30 Days
Hide columns I through K prior to printing.
SHIP TO
[Company Name]
[Street Address]
[City, ST ZIP] HOW TO SEND AN INVOICE
1) Save or Print the worksheet as a PDF
2) Email the PDF to the client
UNIT PRICE AMOUNT
200.00 200.00
75.00 375.00
(50.00) (50.00)
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TOTAL $525.00 ← You can change the currency by editing the cell format
Paid in full. Thank you!
If you have any questions about this invoice, please contact
[Name, Phone, [email protected]] ← Remember to update or delete these rows
Billing Invoice Template
← The note "Paid in full. Thank you!" will show up here if you change cell H1 to RECEIPT
[Company Name] INVOICE[Street Address]
[City, ST ZIP]
Phone: (000) 000-0000 INVOICE #
2034
CUSTOMER ID
564
BILL TO SHIP TO
[Name] [Name]
[Company Name] [Company Name]
[Street Address] [Street Address]
[City, ST ZIP] [City, ST ZIP]
[Phone] [Phone]
[Email Address]
DESCRIPTION QTY UNIT PRICE
Service Fee 1 200.00
Labor: 5 hours at $75/hr 5 75.00
New client discount (50.00)
Thank you for your business! SUBTOTAL
TAX (4.25%)
TOTAL
If you have any questions about this invoice, please contact
[Name, Phone, [email protected]]
INVOICE By Vertex42.com© 2014 Vertex42 LLC
DATE
5/1/2014 ← Press CTRL+SemiColon to enter the current date
TERMS ← You can delete these two rows if not needed
Net 30 Days
Hide columns I through K prior to printing.
SHIP TO
HOW TO SEND AN INVOICE
1) Save or Print the worksheet as a PDF
2) Email the PDF to the client
AMOUNT
200.00
375.00
(50.00)
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525.00
22.31 ← Edit the label and formula to apply a different tax rate
$ 547.31 ← You can change the currency by editing the cell format
If you have any questions about this invoice, please contact
[Name, Phone, [email protected]] ← Remember to update or delete these rows
Billing Invoice Template
← The note "Paid in full. Thank you!" will show up here if you change cell H1 to RECEIPT
HELP© 2014 Vertex42 LLC
Instructions
Sending an Invoice
Select the worksheet tab you'd like to printGo to File > PrintChoose "Current Sheet"Check "No Gridlines" (very important)Set the Layout to "Fit to Width" and "Portrait"
Ship To
Currency
Color SchemeTo change the theme colors, go to Page Layout > Colors.
Terms
http://www.vertex42.com/ExcelTemplates/billing-invoice-template.html
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 to that customer. You may want to name the file something like "Invoice Template - Customer Name."
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.
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.
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.
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.
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
Additional Help
REFERENCES
TIPS
ARTICLE
ARTICLE
ARTICLE
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!"
The link at the top of this worksheet will take you to the web page on vertex42.com that talks about this template.
Vertex42.com: Spreadsheet Tips Workbook
Vertex42.com: Simple Invoicing for Small Businesses
Vertex42.com: Add a Customer List to Your Spreadsheet
Vertex42.com: Theme-Enabled Templates
© 2014 Vertex42 LLC
Billing Invoice Template
By Vertex42.com
© 2014 Vertex42 LLC
http://www.vertex42.com/licensing/EULA_privateuse.html
http://www.vertex42.com/ExcelTemplates/billing-invoice-template.html
This spreadsheet, including all worksheets and associated content is considered a copyrighted work under the United States and other copyright laws.
Do not submit copies or modifications of this template to any website or online template gallery.
Please review the following license agreement to learn how you may or may not use this template. Thank you.
See License Agreement
Do not delete this worksheet. If necessary, you may hide it by right-clicking on the tab and selecting Hide.
