Download the itemized invoice template to request payment for any type of transaction involving itemized goods, including the sale of maintenance equipment, computer hardware, and much more. Describe the parts sold accurately so the customer will understand exactly what’s being charged for, and keep a copy of each invoice for your records.
How to Make in Adobe PDF and Microsoft Word
Step 2 – Heading – Write your company’s name at the top followed by the date of the transaction.
Step 3 – Details – Enter each type of product sold separately in the table, followed by the quantity and price. Multiply the quantity by the price to fill in the right column. Add the right column to get the subtotal, then add any taxes to get the grand total.
Step 4 – Payment – Specify how to pay for the invoice and then sign the bottom along with writing your contact information such as phone number and email.
How to Make in Microsoft Excel
Step 1 – Download in Microsoft Excel (.xls).
Step 2 – Heading – Enter your company’s name at the top followed by the customer’s contact information. Then right the invoice date, number, and customer ID to the right.
Step 3 – Remittance – Write the address and name for where you want payment sent. To the right, enter the total balance due, the due date, and the name checks should be made payable to.
Step 4 – Account Activity – Enter each different item sold separately under “Description,” and include the date of sale and the number sold to the right. Multiply number by price to get the amount due for each, and subtract any payment already made to get the balance due for the right column.
Step 5 – Add the right column to get the current balance due at the bottom, and then complete your company’s contact information at the bottom to finish the invoice.