Design a Billing Statement

Presented by: Invoicera

● Creating a professional billing statement for your firm is the most important part of doing business. Your billing statement should have a professional look, and it should be easy for the customer to read and navigate.

● You can start with any number of free invoice templates, but it is also important to customize your billing statement and make it your own.

Introduction

● Download an invoice template from Invoicera or another source. Using a template can save you a lot of time and help you get the professional look your business needs.

● Basing your billing statement on a popular spreadsheet program like Invoicera makes it easier and swifter to integrate the data with your small business accounting and tax software.

Step 1

● Inscribe the name of your firm in place of the pseudo name on the invoice template. Sue the formatting tools to customize it.

● Type the operating address of your business on the following lines, making sure the text is clear and legible enough for customers to read easily.

Step 2

● Leave the name and address of the company you are billing blank for now.

● You can fill that information out when you create the actual invoices -- and even automate the process with a mail merge -- but on the template those fields should be blank.

Step 3

● Create a section to list the purchase-order or work-order number.

● The template you downloaded should already have this field in place. If not, you can add it in any place that is easily visible to the customer.

Step 4

● Don’t forget to double check the formula that calculates the total of each line item based on the numbers you input.

● The template you downloaded should contain a formula that multiplies the number of units times the price per unit to get the total cost.

● The template should also contain a formula that totals all of the lines and provides a net price to the customer.

Step 5