Sales Invoice Template

Download the sales invoice template to record the details of a transaction and request payment for the sale of goods. The invoice lets the buyer know the amount of payment due, the due date for payment, the proper payment method, and any other instructions needed to complete the payment. Sellers and buyers should keep copies of these invoices to record the amount of goods shipped and received, and to complete their accounting records.

How to Make in Adobe PDF and Microsoft Word

Step 1 – Download in Adobe PDF (.pdf) or Microsoft Word (.doc).

Step 2 – At the top, enter the name of the selling company, followed by its contact information. Then enter the address of the party being billed and the address where the goods are being shipped, and include the invoice date and number to the right.

Step 3 – Comments or Special Instructions – Enter any notes here needed to explain the charges, such as a change in shipping rates or a change in the price of a good.

Step 4 – In the first table, enter the name of the salesperson, the number of the purchase order associated with the sale, the requisitioner, the shipper, the FOB point where the transfer of ownership from the seller occurs, and any associated terms.

Step 5 – In the main table, enter the quantity of each good included in the order followed by the description and the unit price for that type of good. Multiply the number of units by quantity for each type of good, and then add each total in the right column to arrive at a subtotal. Include any taxes or shipping fees to reach the grand total.

How to Make in Microsoft Excel

Step 1 – Download in Microsoft Excel (.xls).

sales-invoice-template-microsoft-excel

Step 2 – Enter the seller’s name and contact information at the top. Then enter the billing and shipping addresses, and to the right, fill in the invoice date, number, and customer ID.

Step 3 – Shipping Information Table – Enter the name of the salesperson in the first table, followed by the purchase order number, shipping date and shipping method, the FOB point, and any terms associated with the shipping.

Step 4 – Goods Table – Here, include the item number for each type of product shipped, followed by a description of that product type, the quantity of units in the shipment, the price of each unit, and the tax on each product.

Step 5 – Totals – Calculate the totals for each row, then add the total column to reach the subtotal. Fill in the tax rate and any other fees involved so you can add each figure to get the grand total the customer owes. Finally, leave any special instructions such as due dates, and include contact information at the bottom.