Get Sales Invoice - Excel Templateword & Pdfby Business...

This guide provides clear and detailed instructions on how to properly fill out the Sales Invoice - Excel TemplateWord & PDFBy Business... online. Whether you are new to digital document management or have some experience, this user-friendly guide will support you in completing the form accurately.

Follow the steps to successfully fill out your sales invoice online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the 'Date' in the top section. This should reflect the date of the invoice issuance.
3. In the 'Bill To' section, input the name, company, address, city, state, ZIP code, phone number, and email of the person or company that will be billed.
4. Fill in the 'Ship To' section with the recipient's information, similar to the billing information.
5. Specify the salesperson's name in the 'Salesperson' field to identify who is handling the transaction.
6. Enter the Purchase Order (P.O.) number in the respective field to track the order.
7. Include the part number related to the order in the 'Part #' section.
8. Indicate the ship date in the 'Ship Date' field.
9. Fill out the 'Ship Via' field to specify the shipping method.
10. Enter the Free on Board (F.O.B.) point in the designated section to outline shipping responsibilities.
11. Provide a description of the products or services in the 'Description' section.
12. Input the quantity of each item in the 'QTY' field.
13. If there are any comments or special instructions regarding the order, include them in the 'Comments or Special Instructions' section.
14. Fill in the price for each item in the 'Price' field.
15. Enter the payment terms in the 'Terms' section, clarifying the agreed-upon payment conditions.
16. Calculate and input the total amount due in the 'Amount' field.
17. After entering the subtotal, apply the applicable tax rate in the 'Tax Rate' section.
18. Calculate and enter the 'Sales Tax' based on the subtotal and tax rate.
19. Fill in the 'Received By' field to indicate who accepted the order.
20. Calculate any shipping and handling charges and enter them in the corresponding field.
21. Finally, calculate the total amount due and enter it in the 'Total' field.
22. Once all fields are complete, save your changes, download the document, print it, or share it as needed.

Complete your sales invoice online today to ensure accuracy and efficiency in your billing process.