Requesting a payment for the services rendered or items provided can be convenient when you download a billing invoice template excel or word. There are many ways to send this form or receivable. This may involve the use e-mail, physical mail, or fax. The deadline of payment is usually within one month. The billing/balance is only valid when it comes with a signature of the authorized person.
Step-by-Step Instructions – Invoice Format of Word and PDF
Step 1 – Download the billing invoice template in its Adobe PDF or Microsoft Word (.doc) format.
Step 2 – Enter the name and contact information of the company, and followed by the name and contact details of the customer.
Step 3 – Enter the details of the service or item provided such as unit number, product ID, description, unit price/hourly rate, and the total price. Add all the figures under the total price column to get the subtotal and total.
Step 4 – The section for terms and condition is where you indicate the name of the person whom the checks should be made payable to and the deadline of the invoice/payment. Usually, the deadline is within 30 days since the date of issue. This is how you create an invoice in Word or PDF.
How to Make an Excel Invoice Template
Step 1 – Download the Microsoft Excel (.xls) format of invoice.
Step 2 – The left header of the excel bill template requires the input of the company name with its complete address, zip code, and telephone number.
Step 3 – The right header is where you indicate the number of invoice, receipt date, customer ID number, and the term(s) which is/are usually 30 days.
Step 4 – Enter the details of the billing party such as name, company, street address, city, state, zip code, e-mail address, and telephone number.
Step 5 – On the Shipping To section, indicate the recipient’s name, company name, street address, city, state, and zip code.
Step 6 – Describe the items or services provided and indicate their corresponding quantity, unit price, and total amount. Afterwards, determine the subtotal and apply associated taxes to come up with the final total.
Step 7 – End the billing invoice with your contact details just in case the customer have some questions about the bill.