[Company Name] INVOICE
[Street Address]
[City, ST ZIP]
Phone: (000) 000-0000 INVOICE # DATE
[123456] 5/1/2014
BILL TO
[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone]
[Email Address]
DESCRIPTION AMOUNT
Service Fee 200.00
Labor: 5 hours at $75/hr 375.00
New client discount (50.00)
Tax (4.25% after discount) 26.56
Thank you for your business! TOTAL $ 551.56
If you have any questions about this invoice, please contact
[Name, Phone, email@[Link]]
HELP
Instructions
Customize the template with your company name, address, and other
contact information. Then, save a backup of the file to use as a
template for future invoices.
For repeat customers, update the Bill To section and save the file to
use as a template for future invoices. You may want to name the file
something like "Invoice Template - Customer Name."
Sending an Invoice
One of the best ways to send an invoice, besides printing a paper
copy and mailing it, is to email the invoice as a PDF attachment.
To create a PDF using Excel 2010 or later, go to File > Save As and
choose PDF from the list of file types.
Save the PDF to a location on your computer where you will store all
your invoice documents and name the file with the customer name
and/or invoice number.
Currency
To change a currency symbol, select the cell and open the Format
Cells dialog box by pressing CTRL+1. Then go to the Number tab to
change the format to Currency or Accounting and select the currency
symbol.
Color Scheme
To change the theme colors, go to Page Layout > Colors.
Create a Receipt
You can convert the invoice into a receipt by changing the label in the
header from "Invoice" to "Receipt." Then, you can add a note below
the Total at the bottom saying something like "Paid in full. Thank you!"
