![]() Sending the Invoice: To send the invoice to your customer, simply print or convert it to a PDF and then email the PDF. Then, save a backup copy of the customized invoice to use whenever you need to create a new invoice. The tax is calculated from the subtotal of amounts listed in the invoice table, not the S&H or Discount.Ĭharging by the Hour: If you want to charge based on an hourly rate, you can enter a description such as "Labor: 5 hours at $75/hour" and then in the Amount column you can enter the formula =5*75 or you can use a calculator and just enter the number 375.Ĭustomizing the Simple Invoice: Like any template, the idea is to customize the Simple Invoice by editing the company name (and perhaps inserting a logo), mailing address, and the footer info. Choose between eight free invoice template designs and start sending invoices today. Remember to enter the discount as a negative number. Download our free invoice templates and samples for Word (.docx), Excel (.xlsx) or PDF. S&H and Discounts: We've added a place to include a shipping and handling fee as well as a discount. A: The Invoice Simple invoice generator allows you to email your invoice, download a PDF copy, or send a link to your invoice. The invoice is now ready to be delivered to the client.Two Themes in One: The spreadsheet includes the Bold theme shown in the screenshot above, and also the Light theme shown in the preview to the right. Finally, enter the number of days the client has to pay for the services in full. This can include notes about the services that were provided or payment instructions. Finally, enter any comments for the client. Step 5 – Add on any sales tax, and the “TOTAL” cell will calculate on its own. The “Amount” and “Total Labor” columns will calculate automatically. Step 4 – Now, enter the service(s) that were rendered for the client in the “Description” fields followed by the number of hours each service took and the hourly rate ($ / Hour) that is charged for each service. ![]() If an invoice number is not used for organization purposes, leave the field blank. Step 3 – Beneath the “Bill To” title, enter the client’s contact information. Step 2 – Enter the name of the legal company where it says “Legal Company Name Here” followed by the contact information of the law office or attorney. Step 1 – Download the invoice in Excel (.xlsx). Step 7 – Enter any comments or special requests into the box to the left of the ‘Total Labor” cell, and finally, enter the number of days the client has to pay off the invoice. Mid part of the Invoice - add your and the clients company details, product name, quantity, rate and total amount of the invoice. ![]() Start with Invoice Header - Add the title of the invoice, add your company logo, invoice number, date and due date. Step 6 – Add the Sales Tax to the Total Labor, and enter the result into the TOTAL cell. I will help you create a basic invoice template from scratch. Multiply the hours worked by the hourly rate and enter the result into the “Amount” column. In the proceeding column, enter the number of hours that were worked during each service, followed by the hourly rate that is charged for each. Step 5 – In the “Professional Services” column, enter the various service(s) that the client will be charged for. Step 4 – Next, enter the client’s contact information, the date that the client will receive the invoice, and the invoice number (or case number). If one of the fields (such as having a fax number) does not apply, leave the field blank. Step 3 – Below the main header, enter the company details. Step 2 – To start, begin by deleting the example legal company and enter the applicable company name. Step 1 – Download the invoice in WORD, PDF, or Google Sheets.
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