Our sales invoice template is designed to go hand-in-hand with our purchase order template and packing slip template.
Vertex42's Sales Invoice Template consists of a single Excel workbook with multiple worksheet tabs, giving you the option of including a remittance slip or selecting items from a pre-defined price list. Price List Option: If you want the ability to select products from a drop-down list, you can use the "Sales Invoice with Price List" worksheets (Invoice 1b and Invoice 2b).
First, you define the list of products with their item #'s and unit prices in the PriceList worksheet. Any value within [brackets] is meant to be replaced with your company or customer's information.
Salesperson: The name of the salesperson handling the order, and likely the person listed as the contact at the bottom of the invoice.
The recommended way to send this invoice to a customer (other than by printing and mailing it) is to first convert the invoice worksheet to a PDF file and then email the PDF file.


If you need to insert more rows for additional items, then you need to insert the rows above the last row in the table so that the subtotal formula will stretch to include the new row.
After inserting the new row, you need to copy and paste from the row above so that the formatting, including the borders, ends up the same as the rest of the list. Service Invoice - Designed primarily for service providers (consulting, graphic design, repair and maintenance, accounting, etc.).
Then, when you select the items from the drop-down list, the Item # and Unit Price will be included automatically. This information is usually tied to the a specific Customer ID, while the Ship To field may be different. You could also include a hyperlink to a web page that explains the particular method of shipment. PDF conversion software often allows you to 'Print' to a PDF by selecting the PDF driver as if it were a separate printer (it would be listed along with your other printers in the Print window).


If you insert a row below the last item in the list, then the subtotal won't be updated correctly (you'd need to manually modify the formula). Unlike our service invoice, the sales invoice includes shipping information and lets you specify the item number, quantity, and unit price.
Then save your customized spreadsheet as a template file so that you have ready-access to a pre-populated invoice when you need it.
Details that don't fit within the Terms field can be described in more detail in the Special Instructions block. The calculations are done for you, and you can specify the tax rate, shipping and handling, or other fees.



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