![]() It is extremely easy with Excel 2010 or later to create a PDF - Just go to File > Save As and choose PDF. It is not as professional to send an invoice in an editable format like an Excel or Word document. Mail it or send a PDF: When sending an invoice to a client, either print and mail a paper copy, or send a PDF. You probably don't want your client to know that this is the first time you have ever billed anybody. The Proforma Invoice is now complete and can be printed or sent to the client digitally.If this is your first invoice, start with an invoice number of 1042. In the ‘Comments or Special Instructions’ box, enter any miscellaneous info for the client, such as payment instructions or amount corrections. ![]() To the left of the ‘TOTAL’ cell, enter how many days the client has to pay the invoice in full. The ‘TOTAL’ field will now display the full invoice amount. As before, the field on the far-right will calculate on its own.Īt the bottom of the ‘Labor’ table, enter the state’s sales tax (as a percent) in the ‘sales tax’ field. In the ‘Labor’ table, enter the number of hours applied to each service as well as the hourly rate for each service-type. At the bottom of the table, enter the estimated shipping cost to ship the goods to the client. The ‘amount’ fields will automatically calculate. In the ‘Products’ table, enter the number of items being sold, a short description of each product, and the cost of a single item. Address (Street, City, State, and Country).Next, enter the contact information of the individual or company being billed, which includes the following fields: Then, enter the company’s contact information, of which includes the company’s phone number, website URL, email, and street address. ![]() Start by downloading the Proforma Invoice in Microsoft Excel (.xlsx) or Google Sheets.īegin by entering the name of the company directly below the main title. This can include a thank-you to the buyer or an address for them to send the invoice payment. Then, in the comments box, enter any notes or info the seller has for the buyer. For the PDF version, to ensure the ‘Total’ calculates correctly, enter the ‘sales tax’ in decimal format.Īt the bottom of the document, enter the number of days the client has to pay the invoice in full. Enter this value into the capitalized ‘TOTAL’ field. Once the first table has completed, repeat the process for any labor services being charged.įor the Word version, multiply the ‘subtotal’ field by the ‘sales tax’ field, and add the result to the ‘subtotal’ amount to find the invoice’s ‘total’ amount. In the Word version, the seller will need to calculate each amount field manually. In the PDF version, the amounts will calculate automatically. Next, in the first table, enter the products the client is being charged for.
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