Whether you add a note that says, “Thank you for your business” or “Hope to see you again,” including this section on your Excel template can help you make a lasting impression. Notes: Many companies who have been in business for a long time rely on client loyalty, so adding personal touches can go a long way.
Billing rate: Depending on the service you provide, you may want to bill by hours, quantity, or even a flat rate-look for a tool that gives you the flexibility to bill whichever way your business needs and allows you to include items like sales tax.Using Excel for your template allows you to make space for longer descriptions, if necessary. For example, if you're a dog walker, you may want to say something like, “Walked Jack the beagle from 2-2:30pm on May 5.” Being clear and descriptive lets your customers know what you're billing them for, and that can save you time in follow-up questions. Service date: Including a service date is optional, but if you decide to note it, this would be the date you performed the service.Service details: Be as clear as possible when describing the product or service you provided.In addition to your company information listed above, your template should generally include the following: Make sure to break down the total amount due by stating the subtotal as well as any taxes or fees. You also want to be as transparent as possible when sending a bill, specifying not only your rates but also the terms for payments. Supplying as much information about the products or services provided helps avoid any potential delays in getting paid. And if you’re sending internationally, we’ll automatically display the invoice date in the proper format for your customer. Tip: With PayPal Invoicing, we’ll automatically help you calculate the due date. And, use this date format on your Excel template to solve for international differences: Month (spelled out), date, year. For instance, if your payment terms are 30 days, then the due date should be exactly 30 days from the day you sent the bill. Make sure your invoice date, payment terms, and due date line up. Invoice date: This should be the day you send out the invoice, not the day you created it.So, when Jane Doe (customer number 25) makes another purchase or hires you for another job (the fifth one this year), you could list that as #25-0005. The simplest is chronological and by breaking your invoice number into multiple parts, like using a unique customer number with a variable project number. Invoice #: There are multiple ways to assign invoice numbers.A physical mailing address is nice to have. Your client's information: Make sure to include at least an email address and a phone number.Your contact information: Include your company’s name, phone number, email address, and company website.(Note that this downloadable Excel invoice template doesn’t include PayPal Invoicing built-in features.) Then customize your template following the instructions below. Start by downloading our sample Excel invoice template or create one using our invoice template generator.
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