Published at Wednesday, 01 May 2019. Invoice. By Aubry Andrieux.
Having an invoice template plays an important role. Specifically you need to choose one that can cover your needs and allow you to get your work done effectively. It is an important tool you can use in many cases and you should choose the one that has the features you need. Most people use an invoice template for excel. The simple formatting makes it easy to use it and if you know how to use excel, you will not face any problem as the environment is the same. For example, replacing defaults, lining, format, text alignment or moving and merging cells follows the exact same procedure. However, if you are a new user, there are some simple things you have to check before you start work. First of all you should know that the worksheet is protected. This provides protection against possible accidental rewrites or moderations. You can change this default and unprotect the worksheet according to the use you are going to do. The second important thing you can do is to take some time to customize the worksheet. You can put your profile information, your address or your company logo. This may sound trivial, but it is important as you can differentiate your product and also be able to provide some information.
Where to find one? There is an absolute abundance of invoices available online. Literally thousands of websites offering downloadable invoices in various formats, such as Word, Excel and PDF. Most are free to download, whilst others are paid. Typically it's a matter of you get what you pay for. Many of the free ones are quite basic, and limited in their functionality, whilst others, include ready made formulas which perform calculations, suitable for larger businesses and corporations. These are usually downloadable at a small fee. If you're looking for a decent invoice template, try to avoid downloading the first one that you stumble across on the web. Chances are it may not be customizable, or for that matter, suitable to your business at all. Take some time to investigate your options online and download a template that is a better fit for your business needs.
Lastly, you'll need to consider the production of your template. Depending on your industry you need to pick the best invoice to suit your needs. For example, you may use an invoice template that you customize electronically and print from the convenience of your office before submitting to your client. Or perhaps, the invoice will be sent electronically through email. Or you may require a handwritten invoice form that your technician can complete in the field. Most likely, your company will require a combination of these. Using a template can ensure that your company's design and branding elements are consistent.
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