If you are looking for the best template to record all the details of your transaction and request payment for all the goods you’ve sale, you may download the sales invoice template. Invoice will serve as a reminder on the amount of due payments, the due date, what is the proper mode of payment and other instructions that will guide you through completion of payment. It would be beneficial for both the buyer and the seller to keep their invoices in order to complete their accounting records on the goods shipped and received as well as its costs.
Steps on Making Sales Receipt Template in Adobe PDF and Microsoft Word
Step 1 – You may download the invoice sheet in Adobe PDF (.pdf) or Microsoft Word (.doc).
Step 2 – Start by entering the name of the selling company at the top portion. On the right part, enter the contact information, the address of the party it would be billed and where the goods will be shipped as well as the number of the invoice and its date.
Step 3 – If there are any changes in the price of the goods or the rate of the shipping, you may put some notes or a short explanation. Comments and special instructions can be included.
Step 4 – In the sales invoice template table, enter the number of the purchase associated with the sale as well as the salesperson. The requisitioner, the FOB point where the transfer between the seller and the ownership happens and any associated terms should also be included in the table.
Step 5 – In the main table of the invoice sheet, enter the number of goods included in the order as well as the unit price and the description of each type of good. In order to come up with the subtotal, you should multiply the number of units by the quality of every type of good and add each of the totals in the right column. Taxes and shipping fees should also be added to come up the sum of the grand total.
How to Make an Invoice Excel
Step 1 –Create sales template by downloading the Microsoft Excel (.xls).
Step 2 – In the invoice excel bill template, at the top part of the table, enter the shipping and billing address. The invoice date, customer ID as well as the invoice date should be entered in the right.
Step 3 – Table information for shipping – In the first part of the table, you should input the salesperson’s name and then the number of the ordered purchase, its shipping date and method, the FOB point and any terms that comes with the shipping.
Step 4 – Table for the Goods – At this part, it is required to provide the type of the products shipped, the item number, the description of the product type, the price of each unit, the quantity of units in the shipment as well as the product tax of each goods.
Step 5 – Sum – To reach the subtotal, you should calculate the totals for each row and then add the entire column. In order to learn how much is the grand total of the customers need to pay, you should include the tax rate and any other fees associated with it. Lastly, you may include in your receipt template excel the due dates and the contact information at the bottom part.