#Microsoft excel free invoice template series#

Terms: This field is usually used for payment terms such as the method of payment or when the payment is due (e.g.F.O.B.: This stands for 'Free On Board' which is usually 'Destination' or 'Shipping Point'.You could also include a hyperlink to a web page that explains the particular method of shipment. Ship Via: The method of shipment such as 'UPS Ground', 'Federal Express', etc.P.O.#: The corresponding Purchase Order number (if one was provided by the customer).Salesperson: The name of the salesperson handling the order, and likely the person listed as the contact at the bottom of the invoice.Ship To: The name and address where the products will be shipped to.This information is usually tied to the a specific Customer ID, while the Ship To field may be different. 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 selling the products (i.e.Below are descriptions of some fields used in sales invoices: Then save your customized spreadsheet as a template file so that you have ready-access to a pre-populated invoice when you need it. Customize the spreadsheet by first entering your company name and address. Total: Enter total hours and payment due.Any value within is meant to be replaced with your company or customer's information.Terms or Project Details: Enter specific work terms or details.

#Microsoft excel free invoice template series#

Invoice Number: Enter a number in an established series for record-keeping.Hours and Rate: Enter the number of hours worked and the dollar amount per hour.

You don't need to be an expert in design or Excel.

Discount and Tax Rate: Enter the discount rate and correct tax percentage (if applicable). A hassle-free way to create custom, useful Excel spreadsheets Create custom budgets, invoices, schedules, calendars, planners, trackers, and more with easily customizable Excel templates.

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Description: Describe the product or the work you are performing. Create custom budgets, invoices, schedules, calendars, planners, trackers, and more with easily customizable Excel templates.

Customer ID: Enter the number you use to identify the customer.

Billing and Shipping: List the billing and shipping information (if applicable).

You can use an invoice template to save time, demonstrate professionalism to customers and clients, and ensure timely payment.Ī simple invoice typically includes the following components: A simple invoice is ideal for small businesses, independent contractors, and freelancers.

Getting started with the Smartsheet APIĪ simple invoice is an accounting document that lists the money owed for goods or services and itemizes hours, rates, costs, taxes, fees, and the total due.

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