Invoice Examples

S

Shawn F.

New member
Can you guys post up some of your examples of invoices and receipts you give to the customer before and after the job? I am needing to do some for my customers now but not sure how I want the layout.

I know that some even just email their customers this but if so then how do you keep track of them all? Do you keep a paper copy and have a huge filing cabinet you keep them in or what?

I just need some kind of very simple system to keep track of the jobs, how much I charged (for tax time), and what I did last so next time I go to their house I know what needs to be done and what does not need to be done.

I know some use Excel from Microsoft and some use ACT software but I have heard all sorts of mixed reviews on both and I also do not own a PC I only own Mac/Apple products.



Thanks for any info and suggestions!
 
Go to Staples or Office Max and get their numbered invoice forms. You can write all the work you did on it and it looks professional. A local Mom and Pop printing shop would gladly help you out and you'd be suprised at how inexpensive they are. Or you can go to VistaPrint.



Tim
 
Ok great, I was not away that Vista Print did invoices. I would like to have my logo's on them to look more professional as well. As for keeping a copy for myself, is this something I should do or should I keep some kind of copy on my laptop or computer? Possibly something like ACT? I was going to buy the ACT software but hear that their new one has problems and their customer service is horrible. I am very big on good customer service so once I heard this I turned away from it.
 
Depends on how you do your accounting. Typically, you'd generate your invoice from the accounting software and you can set it up to have your logo on the invoice (Quickbooks, Simply Accounting etc.).



Another easy option is to simply create a letterhead for the invoice (typically order 500 printed one for like $100) then create a Microsoft Excel file where you would enter the details of what was done for each line item and cost and Excel would auto calculate the Sub Total, Taxes and Grand Total for you. Then you load up the printer with the letterhead, print and done. Professional Invoice.
 
Paco, this is something I'd like to do but I do not own PC only Mac so I will have to figure something else out besides Excel which I believe my iWork 09 has a similar program. I have not used Excel in years so will have to remember how to do so. My major concern after this is keeping track of my customers and not having a million saved files for each individual invoice on my computer...
 
We use quickbooks pro for mac. Super easy to use, and also keeps track of all your customers and their information.





John
 
Shawn F. said:
Paco, this is something I'd like to do but I do not own PC only Mac so I will have to figure something else out besides Excel which I believe my iWork 09 has a similar program. I have not used Excel in years so will have to remember how to do so. My major concern after this is keeping track of my customers and not having a million saved files for each individual invoice on my computer...
Click to expand...



iWork is perfect for it.
 
You must log in or register to reply here.
Back
Top