These invoices also let you keep thorough records of items you have shipped or received as well as their value so you can verify shipments and maintain your accounting.
How to Make in Adobe PDF and Microsoft Word
Step 1 – Download in Adobe PDF (.pdf) or Microsoft Word (.doc)
Step 2 – First, enter your company’s name at the top followed by its address, phone number, and other contact information. Then write in the invoice number and date of invoice below that.
Step 3 – Enter the customer who’s paying for the shipment where it reads “Bill To,” then enter the name of the recipient and the recipient’s address to the right.
Step 4 – Description of Goods – For each separate type of good in the shipment, complete a separate row in the table. Enter the quantity of each and total the amount for each by multiplying the quantity times the unit price.
Step 5 – Add each figure in the total column to get the subtotal, then add any tax or shipping and handling charges to get the total the customer owes.
How to Make in Microsoft Excel
Step 1 – Download in Microsoft Excel (.xls).
Step 2 – At the top left, type your company’s name followed by its address and other contact information, including your company’s URL. To the right, complete the invoice number and date, any reference number needed, and the payment terms.
Step 3 – Enter the customer’s name to the left, then enter the customer’s address and contact information and indicate who should attend to the invoice.
Step 4 – Description of Goods – For each separate type of good in the shipment, complete a separate row in the table. Then enter the quantity of each and total the amount for each by multiplying the quantity times the unit price.
Step 5 – Add each figure in the total column to get the subtotal, then add any delivery charges to get the total the customer owes. Place any comments to the left regarding due date or other terms.