Your customer will probably like the convenience, and it is a nice way to make sure they can view the file.Ĭreating a Custom Template: After you customize the invoice spreadsheet with your company name and address, save it as a template file (.xlt). Sending the Invoice to Your Customer: Save the completed invoice as a PDF file (this may require a separate add-on or PDF creator), and send the invoice via email. In the Number tab, you can select the "Currency" category and then choose the Symbol that you want from the drop-down box. Select the cell or cells, then open the cell format dialog box (shortcut: Ctrl+1). Don't make them hunt around for this information.Ĭhanging the Currency Symbol: You can change the currency format used in the invoice template by changing the cell formatting. Make Checks Payable To: You want to make it as easy as possible for your client or customer to pay you.Other Comments: Use this block to describe payment terms such as the method of payment or when the payment is due.You could include a break-down of the charges within the description, or include each charge as a separate row. In some cases, you may want to provide details about how the total has been calculated or arrived at. Description: The description may be pretty lengthy, particularly for consulting or legal services.Use a sales invoice if you need to include shipping details. A service invoice usually assumes that no products are being shipped. This information is usually tied to the a specific Customer ID. Bill To: The name and address of the customer.: The main title and address listed at the top of the invoice is for the company that is providing the service (i.e.Below are descriptions of some fields used in service invoices: Values within are meant to be replaced with your company or customer's information.
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