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.
How can you expect your customers to take your business seriously if your invoices do not appear professional? An invoice is the last impression you give to your customer. Why not close the deal with an invoice template that is professional, free, and easy to use? A professional invoice is critical to your company's credibility, not only so your customers pay you promptly, but also so they call you again for future business. If the customer doubts the credibility of your invoice, they may not submit a payment by the deadline you requested, which hurts your bottom-line. The task of invoicing can be daunting, but it is simplified by using a template appropriate for your industry. So how do you find the right template for your business and save money at the same time?
Make sure you add the name of your company, the address and a valid phone number. You should also see that each invoice has its unique number. It is actually a form of numbering as it can include numbers and letters. Find a format that is easy for you to follow and that you can keep throughout the use. For example, you can use a number followed by the initials of your client. This way you can keep track of everything easily. However make sure you write the name of the customer and some details as well. The last thing to remember is to specify the way the payment is made.
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