The second statement after the table defining your service charges will give you the chance to include additional information intended for the Recipient of this document (if any).A consulting invoice is a document that allows a professional consultant to provide a client with an itemized statement of services rendered. The number of days making up the grace period you will allow the Client to make an on-time payment can be defined by replacing the symbol “#” in the A18 statement. In cell A17, deliver a summary of the services or products successfully delivered to the Client Lastly, you must inform the Client exactly how much money must be paid to fulfill the requirements of this invoice in cell H17Ĥ – Making Sure Payment Terms Are Set Forth
We shall continue this invoicing process in the “Bill To” section in cell A11 where you must address the Customer by name then proceed by documenting the full address of the Client utilizing cells A12 through 14 to clearly present this information.įinally, you will focus on the professional services you expect payment for. You may supply both these items by putting them in cells F4 and H4. Standard procedure for this type of paperwork will call for this transaction’s invoice number and invoice date be disclosed to the Clientele receiving this paperwork. Continue giving your professional contact information by listing your “E-Mail” address and “Phone” number.ģ – Invoicing Your Clientele For Professional Services The business address used by your professional service should be displayed using cells A4 through A6. Notice that cells A4 through A9 present the same information one would find on a business card (business address, professional phone line, and e-mail address). Your name will need to be a part of this header so, input your first, middle, and last name in cell A3.ĭetails to contact you professionally should also be included. Thus, substitute the logo in cell A1 with your own and the words “Company Name” (in cell A2) with the name of your own service. This paperwork must be immediately recognizable to your Clientele. When it is time for a Professional Invoice to be drawn up for a Client, download the excel template using the button or link above.Ģ – The Professional Company Invoicing This Customer Should Be Adequately Identified You can supply your Clientele with some additional terms or information regarding the concerned professional services using the “Comments Or Special Instructions” section.ġ – A Professional Services Invoice Should Be Issued To Your Clientele Whenever Necessary Satisfy this requirement using the blank line in the “Payment…” statement under the table.
Present the dollar amount your Client must pay for the professional services you described in the second column The number of days the Client has to satisfy the cost of these professional services should be documented. This “Description” should be adequately documented in the first column of the table occupying the center of this page. The labeled blank lines under this heading will give you an organized manner to document his or her “Name” and “Street Address” before requiring his or her “City, State, Country,” “Zip Code.” Naturally, your professional Clientele will need to see a production of the charges which include a clear definition to the professional services at the focus of this invoice. The portion under the shaded bar, with the “Bill To” heading, will need the identity of the Invoice Recipient provided. Also, date this document on the next available space. The identification number you have assigned to this paperwork and the transaction it defines must be disclosed to the Customer on the “Invoice #” line. Make sure this contact information is supplied.ģ – Introduce Your Professional Invoice With Its Filing Information Your professional “Phone” line and business “E-Mail” will also have their own designated areas. Now record your professional address on the following three labeled spaces (“Street Address,” “City, State, Country,” and “Zip Code”). Record it in place of the bold words “Company Name” then, document your legal name on the “Name” line below this. The name of your business or company is a required item to open this page.
The PDF and Word files you can access through this page will deliver a workable professional template to invoice your business Clients.Ģ – Your Clientele Will Expect You To Identify Yourself At The Top Of This Page Invoice Attached Save email template Send Professional Services Invoices: By Typeĭownload: Adobe PDF & Microsoft Word (.docx)ġ – Issue This Paperwork To Clientele When Seeking Payment For Rendered Professional Services