Get Simple Excel Invoice

Filling out a Simple Excel Invoice is a straightforward task that helps ensure accurate billing for goods and services. This guide will provide you with the necessary steps to complete the invoice efficiently and correctly.

Follow the steps to fill out the Simple Excel Invoice accurately

1. Click the ‘Get Form’ button to obtain the invoice form and open it in your chosen editor.
2. Enter your company name and the street address in the designated fields at the top of the invoice. Additionally, include your phone number, email, city, state, and ZIP code.
3. Fill in the fax number and website information if applicable.
4. In the 'Bill To' section, enter the recipient's details, including their name, phone number, address, fax number, and email address.
5. Provide the invoice number for reference, which should be unique for each transaction.
6. Specify the invoice date to indicate when the invoice is issued.
7. In the 'Invoice For' section, describe the purpose of the invoice.
8. List the items being billed by entering the item number, description, quantity, unit price, discount (if any), and calculate the price for each item.
9. Calculate the invoice subtotal by summing the prices of all listed items.
10. Input the applicable tax rate and calculate the sales tax, then add this to the subtotal to determine the total amount due.
11. Make note of any other charges, if applicable, and sum up these amounts to finalize the total due.
12. Ensure to include a note regarding the payment, indicating that all checks should be made payable to your company name and specify the payment terms, including the due date and any service charges on overdue accounts.
13. Finally, confirm that you have accurately filled in all sections, then save your changes, download the invoice for your records, print it, or share it with the intended recipient.

Start filling out your Simple Excel Invoice online today for a seamless billing experience.