An invoice template is a convenient way of generating invoices, and will ensure that you don't miss any important information, such as your contact details or how to make payments.
These two invoice templates are much the same, however one version is theme enabled, allowing you to quickly match it to your company's colour scheme, while the other is in printer-friendly black and white. To select a colour scheme in the theme enabled template, simply go to the design ribbon, and select one of the many themes available to choose from.
If you need to automate calculations, you might find our invoice templates for Excel much more convenient.
Information such as the name and address of your company, and how to make payment are likely to be the same on all of your invoices. To save yourself time and duplication at a later date, complete the company name and address section in the top left, by simply typing over the template information in brackets, and do the same with the payment information at the bottom of the page. If you save the template once you have filled out this information, you will not need to enter it in on each and every invoice you produce.
If not all of the information is relevant, for example, you don't have a fax number, simply remove this line from the template.
To the right of this is space to enter the invoice number, invoice date, and date the payment is due. It is important to fill this information in, as should there be any issues with either the payment or the goods/service at a later date, both you and your client will be able to quickly trace down the relevant invoice.
The billing and shipping information is entered in much the same way as your own company name and address. Simply type the name and address of the company you are invoicing on the template, as indicated. As the billing and delivery addresses can sometimes be different, there is a section on the left for entering the billing details, and a separate section on the right for entering the shipping address.
Below the address section is space to enter up to 15 items. As per the example on the template, list the name of the goods or service on the left, and the amount due on the right. There is no need to delete rows that you are not using; these can simply be left blank.
Below the list of goods and services is a space for you to enter the total due. In the subtotal box, enter the total amount of goods and services listed above. Where applicable, complete the tax section below this. This currently states 20%, however this can easily be amended if necessary. Below this, shipping costs can be entered, and finally, there is space on the bottom row for you to enter the total amount due.