Billing Invoice Template is a useful document anytime the entity issuing the invoice must send and prove expenses for a job (or merchandise) where payment is due. It can be opened and worked on using Adobe (.PDF), MS Word (.docx), or as an MS Excel (.xlsx) spreadsheet. Regardless of the exact nature of the billed products/services or the file version you fill out, it is important that you report all items being billed accurately and in accordance with any previous agreement (if applicable). Any inaccuracies to such paperwork can cause a significant delay in proving and receiving payment.

By Type

• Airbnb
• Hourly Billing Invoice
• Hotel Bill Invoice
• Law Firm Invoice
• Membership Dues
• Preschool Invoice
• School Tuition Invoice
• Subscription Invoice

How to Write in PDF and MS Word

Download: Adobe PDF & Microsoft Word (.docx)

1 – Your Billing Invoice Can Be Saved From This Site

Save the paperwork featured in the image on this page by picking either the “Word” or “PDF” button with your mouse. Notice, as a matter of convenience, two links above (“Adobe PDF” and “Microsoft Word”) will also grant you access.

2 – Populate The Beginning Of This Page With Your Information

This paperwork’s first section requests only a few items that you expect your Consumer to utilize when initiating contact regarding this billing invoice. Before supplying these details, identify the complete legal name of your business entity in the field showing the term “Company Name.”   Naturally, the Purchaser would want to know who precisely to address when paying or discussing this invoice. Place the full “Name” of this authorized Representative on the blank line attached to the word “Name.”    Now three standard means of contact should be presented to the Consumer so that he or she knows how to direct payments or correspondence. The first of these items is your Business Entity’s mailing address and will have to be supplied utilizing the three blank lines aimed at receiving such information (“Street Address,” “City, State, Country,” “ZIP Code”).    The next requirement placed before you are the two blank lines “Phone” and “E-Mail.” These additional forms of contact for your Business Entity should be produced on these lines accordingly.     

3 – Directly Address The Concerned Purchaser

This document must have an item that it can be identified with. This unique item is the invoice number determined by your accounting department then attached to this transaction.  The intended Purchaser of the products and/or the services your Business Entity will, similarly, have to be documented here. Therefore, use the line “Name” under “Bill To” as a place to report your Purchaser’s identity (whether it is an entity or an individual).      As an added measure of identification, dispatch the Purchaser’s mailing address to the next three lines.     The table occupying the main area of the billing invoice will enable quick production of the inventory or services the Purchaser is buying. The “Description” box should display a concise report on what is being paid for and the total number of items or the total number of hours involved.     The “Amount” that must be paid by the Purchaser for the defined merchandise or labor is required in the adjacent box. This must be the total due for this billing invoic3e to be satisfied.   

4 – You May Include Subject Matter Tailored To The Purchaser

This billing invoice can be subject to a deadline if you choose. This is achieved by locating the blank line in the “Payment Is…” statement then reporting how many days make up the grace period on this line.    This billing invoice has allowed quite a bit of information to be delivered as succinctly as possible, however, if you require additional room so that more material can be supplied then, display it on the available blank lines.   

How to Write in MS Excel

Download: Microsoft Excel (.xlsx)

1 – Use The Available Excel Worksheet To Issue A Billing Invoice

An “Adobe PDF” version of the billing invoice in the image can be downloaded through the link or it can be accessed using the blue button with the “Adobe PDF” label. Notice this is also available as “Microsoft Word (.docx)” file.

2 – Input Your Entity’s Contact Details To The First Column

This worksheet will utilize the first column as an area of presentation for your Business’ legal identity. Since many entities will use a logo as a means of identification, cell A1 is ready to accept an image file.    The Business “Name” of your entity must be input to cell A2.    The “Name” of your Business Representative is needed in the third cell down column A.         It’s important the Buyer have a means of contact for reaching your Business. Record the address where you receive professional mail in cell A4, A5, and A6.

The “E-Mail” where Clients can contact you is also required. Place this in the next cell down then a valid “Phone” number where you can be reached in cell A8. 

3 – Attach The Consumer To This Paperwork And Concerned Transaction

You will need to make sure this invoice is appropriately identified for the Consumer. To this end record the invoice number and invoice date in cell F4 (“Invoice #”) and cell H4 (“Date”).    Now the Buyer of your merchandise or the Client who has commissioned your services should be reported in the next grouping of cells in column A. Notice the formatting of this report will be consistent in providing a set of labels to guide you in reporting the Buyer’s “Name” to cell A11, his or her building number/street/unit number in cell A12 (“Street Address”), and the matching “Zip Code” to cell A14.    The column heading here (“Description”) will indicate that a robust report on the merchandise your Buyer is purchasing through this paperwork must be entered to cell A17.    Your final cost for the services or the merchandise that are being purchased from your business is a crucial requirement for this paperwork. Enter it in A18 (“Amount”).  

4 – Include Any Information Customized For This Consumer

Now focus your attention in cell A18 where a basic deadline statement has been presented. Delete the pound sign in this field then record how many days you will give your Client to pay this billing invoice’s requirements.    Cell A19 enables additional subject matter(s) to be discussed through the label “Comments Or Special Instructions”