Invoices

Invoices are a big part of any professional work that is done for a person or business. The invoice lays out exactly what work was done and what was charged for that work so there is no confusion. I am a flooring installer so I am going to lay out this invoice as if I was billing someone for a job.

Step 1:

When starting a new invoice on excel you want to make it look good, something that makes it look professional is taking out the grid. When using invoices you want to be able to keep track of them, numbering them will help so you can keep them in order. Putting the title of the company in big letters is important for branding.

Step 2:

Adding your contact information lets your name get out there. Customers can either call back if they need something, or they can give your information to other potential customers.

Step 3:

Adding the date allows customers to use that as a reference.

Step 4:

It's important to design these in a way that is easy to look at for a customer. You don't want an invoice that someone is going to have a hard time looking at.

Step 5:

An invoice in a way is a bill, so you should add your customer's information to help create a formal look.

Step 6:

Once again to add formality and also convenience to the document you should add what the invoice is for.

Step 7:

Next, you will need to create a table in the table tab in Excel. This is an easy way to lay to out the charges and what item on the invoice coincides with them.

Step 8:

This table is where you will lay out what items cost which price and what the total amount being billed to the customer. Don't forget to add the tax.

Step 9:

At the end of my invoices, I like to add a little message concerning the possibilities of issues with their service or anything similar. This helps the customer feel welcome to call me if they need anything.

Step 10:

You can never do too much when it comes to customer service, so I add the 'Have a nice day" just for good measure.

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