Download a billing invoice template to request an amount of money from another individual or business entity. Often referred to as a ‘receivable’ the form is sent to the billing party via e-mail, standard mail, or fax, and is usually requested to be paid within thirty (30) days. The form is to be signed by the appropriate person to authorized the validity of the billing/balance.
How to Write in Microsoft Word/Adobe PDF
Step 2 – The Parties – Enter the Company’s Name along with it’s Address, Telephone, Fax, and Email. In addition enter the Customer/Client’s Name, Address, Telephone, Fax, and Email.
Step 3 – Billing – Enter the item or service: Unit Number (#), Product ID, Description, $/Unit or $/Hours (Labor), and the Total Price. On the bottom calculate the subtotal and figure the total balance.
Step 4 – Terms and Conditions – Write the terms and conditions such as who the checks must be made payable to and when the invoice/payment is due (usually thirty (30) days from the date of creation).
How to Make a Billing Invoice Template in Excel
Step 1 – Download in Microsoft Excel (.xls).
Step 2 – Header-Left – Enter the Company Name along with the Street Address, City, State, Zip Code and Telephone Number.
Step 3 – Header-Right – Invoice Number (#), Date of Receipt, Customer ID Number (#), and the Term(s) (Usually thirty (30) days).
Step 4 – Billing Party – Enter the Name, Company, Street Address, City, State, Zip Code, Telephone Number, and the Email Address.
Step 5 – Shipping Information – Enter the Name, Company Name, Street Address, City, State, and Zip Code of where the item will be shipped via standard mail.
Step 6 – Calculations – Enter the description of the item/service along with the quantity, unit price ($/unit), and the total amount. Calculate the Subtotal along with any taxes to get the Final Due Amount.
Step 7 – Footer – Enter the Contact Information if the customer/client should have any questions about the bill.