If you need to request payment for transaction that involves itemized goods, downloading the itemized invoice template can help. Good examples of such goods include the maintenance equipment, computer hardware, and many more. The customer can easily comprehend what he or she will be paying for if the parts sold are described with accuracy. For your financial records, make sure you have a copy of each itemized bill you issued.
Receipt Template Word and Adobe PDF – How to Make
Step 1- Get the itemized invoice downloaded in its Adobe PDF (.pdf) and Microsoft Word (.doc) formats.
Step 2 – The Heading of the invoice receipt template should consist of the name of your company and the date of transaction below it.
Step 3 – Specify the details of the each product (on a separate row), such as name, quantity and price. Determine the figures in the right column by multiplying the quantity by the price of each item and add them altogether to come up with the subtotal. Calculate the grand total by adding the associated taxes.
Step 4 – For the payment details of the list template Word, indicate your method of paying the invoice, provide your signature and enter your contact details.
How to Make Itemized Statement in Microsoft Excel
Step 1 – Download the Microsoft Excel (.xls) format of the template.
Step 2 – The Heading of the Excel list template should include the name of your company and billing information of the customer such as name, address and phone number. The right portion is the space for the invoice date, number, and customer ID.
Step 3 – Fill the Remittance section with the name and address of the person who will receive the payment. The right portion should include the total balance due, the due date, and the name who will receive the payment in checks.
Step 4 – The Account Activity table should comprise of the name of the items being sold (separated by rows under “Description” column), along with their corresponding quantity and date of sale. The cost of each item can be determined by multiplying the quantity of each by its price. If any initial payment has been made, subtract it from the payable amount to come up with the balance due.
Step 5 – Determine the current balance due by adding all the figures in the right column. End the phone list template with the contact details of your company.