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INVOICE
DATE
INVOICE #
CUSTOMER ID
DUE DATE
11/30/15
3
1
12/1/15
BILL TO
Sam Schiller
1709 NW Tyler Ave.
Corvallis, OR 97335
(503)-867-4726
DESCRIPTION
TAXED
AMOUNT
100.00
[42]
OTHER COMMENTS
Subtotal
Taxable
Tax rate
Tax due
Other
TOTAL
100.00
0.000%
$
100.00
Company Name
INVOICE
[Street Address]
[City, ST ZIP]
Phone: [000-000-0000]
Fax: [000-000-0000]
Website: somedomain.com
DATE
INVOICE #
CUSTOMER ID
DUE DATE
11/30/15
[123456]
[123]
12/30/15
BILL TO
[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone]
DESCRIPTION
UNIT PRICE
[Service Fee]
[Labor @ $75/hr]
[Parts]
150.00
75.00
25.00
QTY
TAXED
5
3
[42]
OTHER COMMENTS
1. Total payment due in 30 days
2. Please include the invoice number on your check
AMOUNT
150.00
375.00
75.00
600.00
75.00
6.250%
4.69
-
Subtotal
Taxable
Tax rate
Tax due
Other
TOTAL
604.69
HELP
http://www.vertex42.com/ExcelTemplates/excel-invoice-template.html
Getting Started
Customize the template with your company name, address, and
other contact information. Then, save a backup of the file to use
as a template for future invoices.
For repeat customers, update the Bill To section and customer ID
and save a backup of the invoice to use as a template for future
invoices to that specific customer. You may want to name the file
something like "Invoice Template - Customer Name."
Taxed
Place an "x" in the Taxed column if the amount is Taxable. The
Taxable subtotal is the sum of the amounts for the items with an
"x" in the Taxed column.
Other
Just above the Total, you will see a field labeled "Other." This
can be changed to whatever you want, such as "Shipping."
Sending an Invoice to a Customer
One of the best ways to send an invoice, besides printing a
paper copy and mailing it, is to email the invoice as a PDF
attachment. You can create a PDF with Excel by exporting to
PDF or going to Save As and choosing PDF.
Additional Help
The link at the top of this worksheet will take you to the web page
on vertex42.com that talks about this template.
REFERENCES
TIPS
ARTICLE
ARTICLE
ertex42 LLC
Invoice Template
By Vertex42.com
http://www.vertex42.com/ExcelTemplates/excel-invoice-template.html