The personal invoice template is available for download. You can use it to request payment for various freelance services such as web design, construction, photography, etc. The invoice should contain accurate information on services and costs. Both parties should have a copy of each invoice created. If you wish to know how you can create an invoice in Word or Excel, just read on below.
How to Make an Invoice on Word or PDF
Step 1 – Get the in Adobe PDF (.pdf) or Microsoft Word (.doc) format of the invoice.
Step 2 – For the heading of the word web template, indicate your name or your company name along with your address and other contact details.
Step 3 – The Bill To section is where you enter the name of the person or company that hired your service. You may also add any relevant contact information below it. Next to such section should include the name of the person who will receive the payments as well as the invoice date and number.
Step 4 – Each type service performed has a separate row in order to make necessary calculations between the quantity/number of hours used and the unit price/service hourly rate. Once the cost of each service determined under the Price column, you can add each figure to come up with the subtotal. To reach the grand total, add the subtotal with the associated taxes or shipping fees. End the invoice with a contact name and number. Follow this instruction if you wish to know how to create an invoice in Word.
Comprehensive Guide in Making Person Template in Excel
Step 1 – Get the .xls format of the personal invoice template here.
Step 2 – On the heading, provide your company’s name or your name. Also indicate your specific location. The right portion is reserved for the invoice date and number.
Step 3 – On the left portion of Sold To, write the contact information of the customer such as name phone number and email address. On the right side, there is a separate space for the address of the customer.
Step 4 – On the Table of the personal invoice, provide a separate row for each service Two columns should also be provided to indicate the quantity and price of each service. The Extension column will indicate the cost of each service after multiplying the service’s quantity by its price. Add all the numbers in such column to determine the subtotal. Apply any associated tax to reach the grand total. Validate the invoice by placing the relevant signature and date signed. This ends the steps on how to create invoice in Excel.