#Ideal simple invoice template in excel how to#
#Ideal simple invoice template in excel free#

However, there are some genuinely great free invoice templates and tools that can allow you to get the job done in a matter of minutes. They’ll be just as tiresome to use as a Word document. It should be noted that most of these are absolutely not worth your time. Simply search online for ‘invoice templates’ and you’ll get hundreds of results. It’s definitely something that businesses and freelancers have to do, but not something they want to.īut at the end of the month, you will have to create an invoice, so why not look for something that makes the process easier, quicker and less frustrating? The end of month brings with it the prospects of getting paid for all our hard work but invoicing for all that work can take some of the joy away. Perhaps it’s because of laziness on our part that we haven’t really researched more convenient solutions than your average Excel spreadsheet or worse, a Word file. You can include an invoice due date at the top or bottom of the page to get paid faster.Let’s face it: invoicing is time-consuming, frustrating and sometimes even cumbersome. You could include a payment link if you have one available – if not, don’t forget to include your account or bank information. Include details regarding your accepted payment options, such as cash, credit, or debit card, and payment terms. If it’s a service, you should document the hours worked and the hourly rate charged (alter as necessary if charging a day or project rate). If you’re selling goods, you must list each specific item with the amount and the price. Provide an itemized list of the goods or services provided. If it’s your first invoice, you can label it as invoice one and increase the invoice number as you create more. Use a unique invoice number so you can easily refer back to it when doing recordkeeping for your business or if you need to refer back to a specific invoice. Include the client’s name, phone number, and email address. Ensure you’re billing the correct client, whether an individual or another business. Next, you’ll want to include the client’s contact details. Follow up with the contact details of your business, including address, phone number, and email address. Start by including your business name so your clients can quickly identify you. Issued by the buyer when large purchases are madeĭetails the confirmation of sale or serviceĪcts as a payment reminder and prevents duplicate or overpaymentįilling out an invoice is a reasonably straightforward process, made even easier by using a template or our step-by-step builder, which includes all the important details: Step 1 – Company Name and Contract Details Indicates the intent for purchase to take placeĬreated by the vendor after an order is fulfilled Request for payment sent from a vendor to a client Here are just a few of the professionals who may need one: Freelancers, businesses, and service providers of all shapes and sizes use invoice templates or specialized apps to collect client payments. You should send an invoice to get paid for goods or services. How the payment should be made (i.e., check or money order).When the payment is due (i.e., 30 days from the invoice date or before a certain day).Where items should be delivered or service performed.What item or service is being purchased, including a description.The seller can issue the buyer a receipt once payment has been received and/or processed.Ī properly sent invoice will address the following basic questions: No proof of who provided goods or services.Time spent reminding customer to pay instead of working.The seller can send one to the buyer once a transaction is completed or within 14 days of the transaction.Īn invoice can be sent to the buyer immediately or within 14 days of the business transaction. Invoices are used to track inventory, accounts receivables, and expenses. Purchase Order Number: a unique identifier used to keep track of ordersĪs a commercial document, an invoice is needed whenever a business transaction involves paying for goods or services.Payment: whether the buyer should pay by check, money order, or other means.Due Date: when payment is expected, either in 30 days or by a specific date.Description: detail of each item sold or service provided.Buyer: person or company purchasing the goods or services.Seller: person or company offering goods or services.Invoices are used by a person or company (offering goods or services) to tell a buyer that payment is now due.Ī basic invoice should include the following details:

#Ideal simple invoice template in excel how to#

Download Above Template (Excel & Word) Otherīelow you can find more invoice templates and help with how to write one:Īn invoice is a request for payment for itemized goods and services sent from a seller to a buyer.