Simple Invoicing - This article explains how you can organize your invoice files and store copies of the invoice for billing repeat customers.In this template, all you need to do is select "RECEIPT" from the drop down box in cell H1 and a note will appear below the total that says "Paid in full. A bill payment form is used to pay utilities, credit card bills, and other recurring payments. You could change the label to QUOTE # to refer to a previous quote, or you could just delete the label and leave the field blank.Ĭreating a Receipt: If you need to give a client a receipt after they pay the invoice amount, you can just change the label at the top in cell H1 from "INVOICE" to "RECEIPT" and add a note below the Total saying something like "Paid in full." If you think your client may not understand that, you could change the label to DUE DATE and enter a date.Ĭustomer ID: If you are only billing a few clients, you may not need a Customer ID field. Date Due: Including the phrase "Net 30 Days" in the TERMS field means that the invoice is due 30 days after the goods are received or the services have been performed. It is extremely easy with Excel 2010 or later to create a PDF - Just go to File > Save As and choose PDF. It is not as professional to send an invoice in an editable format like an Excel or Word document. Mail it or send a PDF: When sending an invoice to a client, either print and mail a paper copy, or send a PDF. ![]() You probably don't want your client to know that this is the first time you have ever billed anybody. Write down the expenses and bills that you. This monthly bill pay checklist is perfect for keeping track of bills such as your rent or mortgage, car payments, student loans, or anything else. If you prepare more than invoice on the same day, you can add the vendor's initials.If this is your first invoice, start with an invoice number of 1042. Our bill payment checklist templates come in a variety of different styles and designs so you can choose the one that suits you. One option is to use the current date, so "INV123116" is the invoice you prepared on December 31, 2016. ![]()
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