Invoices and invoice templates in QuickBooks are single-page documents. However, when you have large blocks of standard text such as legal notifications or disclaimers that require a two-page invoice, you can adjust the margins on the first page to force a second page.
You can only print QuickBooks data fields at the top of the second page in the area that's the size of the adjusted margin. However, you can place a large block of custom text at the bottom of the margin that occupies the remainder of the second page.
Mac Pages Invoice Template
Description This spreadsheet can be used as a very simple small business invoice system. You can bill for specific items or by the hour.
The 'Taxed' column lets you easily mark whether sales tax should be applied to a line item. This means that you can include charges for parts and other physical goods. (See your local and state laws to check on rules for taxation of labor and goods sold.) If you need to provides quotes to your customer, you can use our, which is based on the same design as this invoice. 4/10/2014 Update: The latest update for Excel 2007+ includes a second worksheet tab with an invoice design that lets you add unit cost and quantity to calculate the amount for each item. Older 2003 Version.
The Excel 2003 version contains multiple sample invoices on separate worksheet tabs. They all include the same basic features and layout, except that three of them allow you to enter a Unit Cost and Quantity for each item. The variations are mostly just different formatting (fonts and colors).
The formats include our original classic design and a couple more ink-friendly forms (two of these are shown in the preview images to the left). This invoice spreadsheet uses conditional formatting to highlight every other item in the table. That helps make the table easier to read. If you need more rows, just insert the rows below the first item or above the last item. If you do that, you should probably check the Subtotal and Taxable formulas to make sure that the totals reference the correct rows.
A note about using an invoice template for Word: Invoices include calculations, and that is why you should use a spreadsheet. If you use an invoice form created in Word, you have to use your own calculator to figure out the totals. Of course, if all you are doing is designing a blank invoice form to be printed, Word may be fine. Other Free Invoice Templates.
Provides some invoices for Excel and Word. The Microsoft gallery often requires that you have the latest version of Excel, so that may not be a great solution if you want a general invoice that can be opened by everyone in your company. This is a list of the most used invoice templates in the Google Docs gallery. This site provides a nicely formatted online invoice that can be printed or converted to a PDF with a free trial account. Related Content.
A Guide to Creating Invoices Using Microsoft Word, plus 19 Free Downloadable.doc and.docx Templates Invoicing customers can be a complicated and time-consuming part of running a business, but it doesn’t have to be. With our free invoice templates, you can create professional invoices in MS Word, so there is no need for expensive software. This guide offers information on the benefits of using Word, and how to use the program to create an invoice from scratch.
We have also provided a range of blank invoice templates for you to download and customize to suit your business needs. It’s important to note that this guide does not cover invoicing legal requirements, such as your sales tax obligations, and only covers Word’s role in the design and creation of invoices. Using MS Word for Billing There are many invoicing solutions available, including invoice software and online invoice creation tools. If you are a small business owner, you may not need a full invoice software package, but you will still want to have a simple, convenient solution that is also inexpensive. Here are the main benefits of using MS Word as your business invoicing solution:.
No fees – Some invoice software packages incur a hefty purchase price or require ongoing subscription fees. MS Word is a software application usually included with computer purchases, so it is a cost-effective way to create invoices. Many invoicing solution providers base their fees on businesses raising a minimum number of invoices each month. This is not the case with MS Word as you can create 1 or 100 invoices without having to pay a premium for the privilege. Ease of use – What attracts business owners to using MS Word is its simplicity.
It is one of the more recognizable and user-friendly word processing applications, and there are countless available if needed. The intuitive formatting means that you don’t have to be a computer whiz to create a document that is both functional and professional looking.
Flexibility – The beauty of MS Word is the ability to integrate with other programs and incorporate items from other applications and sources. You can cut and paste Excel spreadsheets, insert downloaded images, and email an invoice, all via MS Word. Another advantage is being able to save invoices in a variety of formats such as PDF and as a web page.
Despite the definite benefits, MS Word does have its limitations. As examples, MS Word can’t be used for complex equations, and it can’t automate calculations. If you need this level of functionality, it may be better to use MS Excel instead. We have a great range of ready for you to download and use.
Kaun banega crorepati computer game setup. How to Create an Invoice in MS Word When creating your own invoice, you first need to open a blank Word document. You should then add the following sections: Heading The heading should include your business name or logo and the word “Invoice” in a large font to make it clear that the document is separate from price quotes and estimates. You can use the Header option in Word as a way to insert the heading items only once and have them repeat on subsequent pages. If you have a company logo, you can place it in the header by inserting a picture file, then resizing and positioning it as desired. For consistency across your business documentation, ensure that all written items, including the heading, are displayed in the same font. According to a study by the, the most legible fonts are Arial, Courier, and Verdana, with Times New Roman the least preferred.
Invoice Date/Payment Due Date The issuing date of the invoice and the payment due date should be displayed near the top of the document, usually directly below the header. Using MS Word, you can select the Automatic Date feature that automatically inserts the date for you. This feature is useful if you mail out hard copies of your invoices; however, if you send invoices electronically, the current date always displays when viewed. If this is the case, you may prefer to insert the invoice and payment due dates manually. Invoice Number If you send multiple invoices out, numbering them allows you to track them more easily.
There are a couple of options for numbering invoices:. Sequential numbering – This method enables you to store all invoices in one folder and is useful if you do not want to arrange your invoices by client. In MS Word, you can use an that will automatically create a sequential number for each new invoice, avoiding the potential for duplicated or skipped invoice numbers. Individual numbering per client – With this method, you can create separate invoice folders for each client, and you may wish to include the client’s name within the invoice number, one example being “PJones1.” While this may be your preferred method, it means that you will need to insert the invoice number manually instead of using MS Word’s sequential numbering function. You will need to:. Insert a text box. Click and drag to size and position the text box within the document.
Type in the invoice number Whichever method you choose, the invoice number should appear near the top of the invoice and should correspond with relevant documentation previously sent to the customer e.g. A quote or job estimate number. Business and Client Information To add your business and client information, first insert a text box, and split it into two columns labeled “BILL FROM” and “BILL TO.” Then click and drag to resize and position the text box as desired, and type in the information to the respective column. The business contact information should include (where applicable) your business:.
name. mailing address. phone number.
fax number. email address. web address Your should then list (where applicable) the client’s:.
name. name of the accounts payable person. mailing address. phone number. fax number. email address If you are sending the invoice electronically, you have the option of including, a function that enables the recipient to provide the required information in a fillable text box. Billing Information In any invoice, you will need to include billing information that clearly outlines what the invoice is for and what the customer owes for each product or service.
With MS Word, you can use the Tables feature to easily create a table with rows and columns that can be formatted as required. Across the top row, you should add the following headings:. ID – This is a sequential number, usually starting with “01,” for quick reference if needed. DESCRIPTION – This may include details on items such as services, materials, labor, and customer discounts. Instead of a full text description, you may wish to include a billing code e.g. “MAT” for materials, or “DISC” for customer discounts. QTY – This column is to display the quantities of each line item.
PRICE – This is a per unit cost, and it should display the relevant currency e.g. TOTAL – This is a manual calculation of the unit quantity x unit price. If you’re charging sales tax, this should be displayed below a subtotal of the itemized charges, and before the overall total, which can be bolded so as to stand out from other figures. Since MS Word does not have a sophisticated automatic calculation function, you will need to manually calculate the subtotal and total and insert these figures into the appropriate table cells. Payment Terms The “Payment Terms” section, also referred to as “Terms and Conditions,” are often displayed below or the billing information. Insert another text box, bold the heading, and add your text.
Common terms include “Please pay within x days,” “Due on receipt,” or “Due within x days.” Payment Details You will need to let customers know how they can pay the invoice amount, so a separate text box for the payment details should be inserted next to or below the payment terms. Your payment details may include the following sections:. An appropriate heading (bolded) e.g.
“Please make a payment to”. Beneficiary (Company) Name. Beneficiary Account Number. Bank Name and Address. Bank Swift Code.
IBAN Number If you accept other payment methods such as PayPal, insert the relevant logo, resize and position it, and if you are sending the invoice electronically, add a hyperlink to direct the customer straight to the web payment portal. You may also wish to include a simple “Thank you for your business” in its own text box or within the document footer as a friendly sign-off to your customers. A distinct left margin filled with billing details replaces the standard horizontal header for an updated look with two shades of gray to keep information organized. The invoice body features the same combination of shading, as well as grid lines to accommodate several items. Left-aligned payment terms complete the document in the bottom left corner, which contrasts with the placement of your company’s logo. Size: 51 KB. Downloads: 2499.
Filename: Double-Trouble-Word.docx. Uploaded: 2016-07-25 14:55:00 / 11682.
Details File Format. Word (2003 or Higher) Size: 76.3 KB Retail invoice is generally raised by the seller to the buyer for the due against the products sold to him. There is no need to raise a retail invoice if the value of the sale is less than one hundred Indian Rupees. How to Make an Invoice? The basic invoice includes the following:. Business Name and Logo. Your First Name and Last Name.
Your Contact details for example phone number, mail ID, Skype ID etc;. Recipients information such as Name and finally. The Invoice details e.g; Invoice number, Invoice date, and due date. Uses and Purposes of Invoicing?
Incorporate your business name. This fundamental data about your organization ought to show up in expert lettering at the highest point of the page. In case you’re utilizing word preparing to program, make another archive and select “header” starting from the drop menu to make a header; generally, essentially sort your organization’s name and focus it at the highest point of the page. What are the major elements in an invoice? This is the place you list the assignment you performed, for example, copyediting, or the thing that was acquired from you, for example, high-quality gems. Compose the date the administration was performed or the thing was obtained. Compose what number of pages you copyedited, what number of bits of gems were acquired, and so on. Download old program versions.
Rate: Write the rate you are charging for the administrations or things. In the event that you charge by the hour, compose how long were spent performing the administration. Compose the aggregate sum you are charging for the administration performed. Valuable Tips for Better Invoicing. On the off chance that you don’t have a business name, sort your first and last name.
You may likewise incorporate your center starting if wanted. Use Arial, Times New Roman or another expert text font for the heading. The text dimension ought to be greater than the size you’ll use for the body of the receipt. Give your contact data. Sort the location where you need to get installment, your business telephone number, and your business email address simply under your business name. Your contact data ought to be focused and written in a littler text style than your business name.
On the off chance that you utilize your own telephone number and email address as your business telephone number and email address, incorporate those. To reach data seem more lucid, consider writing it on a few lines. Things to Keep in Mind While Invoicing. Type INVOICE: followed by the number. If you are the one who mailing the invoice, choose the invoice numbering system that best fits for you. For example, (1, 2, 3, 4) or by date (for example, 2010-10-16, for the year, month and day of the invoice).
If you choose the latter, you can add “-01” to the end to differentiate between invoices sent on the same day. In any case, make sure you number your invoices in sequential order so you don’t confuse yourself. The invoice date. Even if you choose to number your invoice by date, you should clearly write the date on a separate line. The invoice due date. In the event that you have a concurrence with the business, you are invoicing about when you can hope to get paid, compose that date as the due date.
On the off chance that you don’t have an understanding, make sense of the standard pay by period in your industry; much of the time, it’s 30 to 45 days. To conclude in a nut shell, invoice is a business thing and don’t leave it to the luck and/or fate. After all, it is not as difficult as running a business.
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