Invoice help

[hoppy]

Hi guys trying to create an invoice template, but am not very good with computers.

Any tips on how to create one?

Also what do you guys include in yours?

Anyone got ant templates they could email me?

All help is much appreciated

Thanks

Craig

 

[millwall ken]

Hi guys trying to create an invoice template, but am not very good with computers.

Any tips on how to create one?

Also what do you guys include in yours?

Anyone got ant templates they could email me?

All help is much appreciated

Thanks

Craig

Come on Lenny, Phil, Bill, IQ, no doubt you've got some stone templates tucked away!!!

 

[Amp David]

If you use Word then go to the MS Office website and download templates from there. Loads of em!

 

[ukpablo]

pm me and i will send u one that i use. u will just have to change it to ur own details

 

[VoltzElectrical]

if all the above fails, pm me and I will send you one too! Failing that, use MS word, create a 'header' for your name and logo, a 'footer' for contact details and in the middle use the 'draw table' function to create a table for details of work done, the amount you are charging for it, and the total (+vat if appropriate). Save as RTF (rich text file) for putting in details, and PDF for unalterable future reference. It's kinda fun making your own.

 

[IQ Electrical]

The other way is to download a demo of Quickbooks Pro or whatever, find a template from the software that you like and then using the methods in the post above, create your own

 

[Voltimax]

If you're going to make an invoice template yourself, do it on Excel not word. Easier to set up calcs so you don't make mistakes. Send me a PM and I'll send you a ready made excel Invoice template.

 

[VoltzElectrical]

excel is fine, but does it allow you to add artistic flair to your finished look? I'm not saying it doesn't, i just don't know. i have a ms word invoice template which looks the part then use excel for mileage claims etc. I agree, the sums function operates brilliantly!

 

[Amp David]

Word is a peice of ----, adding logos etc and a nice simple table, what elas do you need?

 

[a12jpm]

Try sage for invoicing. They have a free basic version of their software that's a pretty good starter and it keeps all your customer details etc in one place.

Clickety click here.

 

[Voltimax]

Excel can produce the same template word can, with as much flair. It also has the bonus of being able to perform calculations, which word can do (if you know how), but it is very limited. Logo's etc are just as easy to add. Personally I'd never use word for invoices.

I have a complete spreadsheet that I use for costing jobs, it also produces the cover letter and work schedule. Excel will do everything a small business person would want and if you know VBA, it can do a whole lot more.
For those that don't have Excel and don't want to pay for it, there's open office which is 100% free and does just about everything Microsoft office does with all the same applications. It can also open Microsoft office documents.

 

[sythai]

Excel can produce the same template word can, with as much flair. It also has the bonus of being able to perform calculations, which word can do (if you know how), but it is very limited. Logo's etc are just as easy to add. Personally I'd never use word for invoices.

I'll second that.... I'm set up on excel as well. PM if you'd also like another version

 

[VoltzElectrical]

Excel can produce the same template word can, with as much flair. It also has the bonus of being able to perform calculations, which word can do (if you know how), but it is very limited. Logo's etc are just as easy to add. Personally I'd never use word for invoices.

I have a complete spreadsheet that I use for costing jobs, it also produces the cover letter and work schedule. Excel will do everything a small business person would want and if you know VBA, it can do a whole lot more.
For those that don't have Excel and don't want to pay for it, there's open office which is 100% free and does just about everything Microsoft office does with all the same applications. It can also open Microsoft office documents.

cheers, i will explore that in more depth when i get time.

 

[BLBelfast]

Do you all just use your own invoices or do any of you use the duplicate books, even personalised ones? Dont know which route to go down

 

[i=p/u]

could someone pm me a template and any other associated templetes ias needed in the buisness world thanksss much appreciated

 

[accordfire]

Do you all just use your own invoices or do any of you use the duplicate books, even personalised ones? Dont know which route to go down

If you have a computer with any sort of Word processor or better, spread sheet on it, there are clear advantages to using that method - not least quality of presentation, reduction in admin as you only enter data once (and can calculate it in any way you need to), it's easier to track what's paid and what isn't.......

Worth having a basic spreadsheet with an invoice template, and another which records the status of all invoices. Basic bookkeeping.

By the way - did you know that bookkeeping is the ONLY word in the English language to have three double letters adjacent to one and other? Useless fact #32923491, 17th Edition, plus Amendment 1.