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Simple invoice template excel4/12/2024 ![]() The template has the American MM/DD/YYYY format, but feel free to write out the month in the date for clarity. If you're billing a client in another country, use a date format that makes sense for both of you. (Keep this in mind especially when you create invoices in advance.) Invoice dateĪdd the date that you send the invoice. The first invoice sent on would have the number "09062401," and the second would have "09062402." Find a numbering system that works for you. It doesn't have to be anything profound if you have a simple billing system.įor example, you might use the date of the invoice bill and the order of the invoices you send that day. Invoice numberĮach of your invoices should have a unique identifying number for easier tracking. If you're billing a specific person at a company, you can list the business name, then the person's name. Include as much contact information as you have, and don't be afraid to ask your client if you need more details. Buyer's name and contact informationĮnter your client's name and contact information here. Include these details for your and your client's accounting and legal documentation. Add your contact information, including your address, email address, and phone number. Make sure your invoice includes your full business name-or your name if you're a contractor. Your business name and contact information Place your logo under the "Invoice" title or create a borderless table to put it on the right of the header. You can also include a logo if you want, but it's not necessary. It'll help you keep your invoices separate from other documents, too. When creating an invoice, it should include a clear "Invoice" title in case you need to use it for legal documentation. Ready to start filling yours out? Here are some tips on what to enter into each invoice field. (You'll be prompted to do this when you click their download links.) We made each template a Google Doc, so you can easily edit them and then download them in your preferred format, including PDF. To create an invoice, start by making a copy of one of these editable templates. It works well for general invoicing, but not so much for a specialized invoice like a credit or debit invoice.ĭownload the template How to create an invoice using an invoice template This is a standard invoice for small businesses and freelancers, meaning you use it when you want to get paid for your goods and services. Remember, each of these is completely customizable, so if your use case isn't represented below, you can pick the template that comes closest and then tailor it to your needs. The first template below should work great for just about any industry and product or service type, and you'll notice many of these templates have only slight variations on it. Not every industry handles payments the same, so my team and I made a dozen template options you can access on Google Docs to help you set just the right foundation for requesting payment. To cover all your bases, we've designed a dozen simple invoice templates you can download and edit to fit your exact billing needs. To the uninitiated, it can sound like a complicated, legally-binding contract, but in reality, it's an easily customizable, simple document that clearly outlines what your client or customer needs to pay you, what they're paying for, and when you need to be paid. Details that don't fit within the Terms field can be described in more detail in the Special Instructions block.But for those who are on the fruitful end of the billing table, an invoice is how you get paid for your products or work. Terms: This field is usually used for payment terms such as the method of payment or when the payment is due (e.g. ![]() F.O.B.: This stands for "Free On Board" which is usually "Destination" or "Shipping Point".You could also include a hyperlink to a web page that explains the particular method of shipment. Ship Via: The method of shipment such as "UPS Ground", "Federal Express", etc.P.O.#: The corresponding Purchase Order number (if one was provided by the customer).Salesperson: The name of the salesperson handling the order, and likely the person listed as the contact at the bottom of the invoice.Ship To: The name and address where the products will be shipped to.This information is usually tied to the a specific Customer ID, while the Ship To field may be different. Bill To: The name and address of the customer.: The main title and address listed at the top of the invoice is for the company that is selling the products (i.e.Below are descriptions of some fields used in sales invoices: Then save your customized spreadsheet as a template file so that you have ready-access to a pre-populated invoice when you need it. Customize the spreadsheet by first entering your company name and address. Any value within is meant to be replaced with your company or customer's information.
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