Subscription Invoice Template documents the owed amount of a recurring payment set by a Business Entity to allow the Client long-term access to its services and or products. This paperwork will require several descriptions supplied to its contents and will allow additions when necessary. Many Clients will seek an invoice for a subscription to help them in managing their budgets and as a handy reference point for any questions or issues that need to be discussed with the Subscription Provider. It should be noted that once an ongoing service or access to products is paid for on a subscription basis, some services may become taxable. This largely depends on the location of the Subscription Provider so it recommended that one is fully abreast of all such requirements before billing the Customer.
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
Step 1 – Download The Subscription Invoice
The “PDF” button and “Word” button placed with the sample image give access to the paperwork needed to invoice a Subscription Client. Optionally, the same document versions can be obtained with the links above this statement (“Adobe PDF” and “MS Word”).
Step 2 – Identify The Subscription Service
The “Company Name” text box requires the Subscription Business’ professional name as it appears on the books. Locate this object at the top of the page then supply it with this information. 
Input the “Name” of the Subscription Service Employee generating this paperwork to gain payment for the subscription on the empty line at the beginning of the invoice header. The three empty lines presented next all refer to the Subscription Provider’s mailing address. This series expect the “Street Address” and “City, State, Country” of the Subscription Provider’s mailing address followed by the necessary “Zip Code.” Present the Subscription Provider’s business telephone number and electronic mail address on the “Phone” and “E-Mail” lines as optional methods of contact for the Issuer of this paperwork.
Step 3 – Attach Information Needed To Index This Record
This paperwork requires that both a document number and a “Date” of reference be dispensed. These items will tie the information of the Sender, Recipient, and Subject together by being common references (a powerful tool when retrieving files during a search). Therefore, the shaded area following the completed heading presents two additional areas of entry that expect an entry for the “Invoice #” identifying this subscription paperwork and its corresponding “Date.” 
Step 4 – Display The Subscription Client Information
The billing area of this invoice will seek two separate items; the identity of the Subscription Client and the subscription services that must be paid for. Begin the “Bill To” section with the “Name” line where the Subscription Client’s identity must be dispensed to solidify the intended Payer of the subscription service or product. 
Continue with the mailing address where this invoice and other official account documents should be sent when directed to the Subscription Client. Three lines below this Party’s identity are set to receive this information.
Step 5 – Record An Account The Subscription Service
The table at the center of this page requires details the Client should be presented with regarding the subscription. This report is expected in the “Description” section of the discussed table. Typically, the subscription number or the Client’s account number will be listed along with the applicable date range when the subscription service or product requiring payment is supplied. 
Step 6 – Document The Subscription Cost
Once the ongoing products or the services have been detailed, the second column may be completed. The field attached to the subscription’s “Description” is titled “Amount” and exects the current subscription cost that must be paid. Report this as a tax-free dollar amount. The “Subtotal” is the second labeled field in this column. Many Clients will expect a confirmed summary of the subscription amounts recorded in the previous action. Add them to a single number then report this value as the subscription’s “Subtotal” for this bill. The “Tax” field requires a calculation that can only be provided by this document’s Preparer. Apply the relevant jurisdiction’s tax regulations to the “Subtotal” (if necessary), then record the “Tax” figure. Lastly, produce the subscription “Total” that must be paid by adding the “Subtotal” to the “Tax” in this box.
Step 7 – Declare The Due Date For The Subscription Payment
Quite a bit of information has been delivered in the invoice above. In fact, the material you finished recording will (in most cases) be enough to gain payment, however, it is also considered an excellent precaution to give the Subscription Client a time limit to pay the requested “Total” by entering the number of “Day” it retains ontime status while still unpaid. 
Step 8 – Add Details Regarding The Subscription Service
As discussed, the above information represents the minimum content that must be presented when requesting a subscription payment. 
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1- Save This Excel Template To Bill For A Subscription
Use this page to review and download the Excel Template needed to bill for a subscribed service or product. The sample image has been paired with a button labeled “Excel” that will deliver access to the same “Microsoft Excel (.xlsx)” invoice template available through the links above.
Step 2 – Document The Subscription Provider’s Company Details
Open the template using your spreadsheet program. Several topics will be covered in this invoice starting with a self-introduction to its Sender. Cell A1 contains a picture label which must be removed then replaced with the Subscription Provider’s logo. 
Cell A2 presents the label “Company Name.” The Subscription Provider’s official Business Name should replace this text. Select this field, delete its content, then type this content directly to cell A2. In addition to the Subscription Provider’s entity information, the “Name” of the Preparer of this invoice or that of the Subscription Provider’s Company Liason in charge of obtaining the concerned payment should be reported in cell A3. The next few cells of this column act as a staging area for the Subscription Provider’s contact material. Cells A4 (labeled “Street Address”), A5 (“City, State, Country”), and A6 (“Zip Code”) expect the Subscription Provider’s full mailing address produced as their content. Note, this must be the Subscription Provider’s current business or accounts payable address. Cell A7 and A8 of this page seek your production of the email address and telephone number maintained by the Subscription Provider.
Step 3- Display The Filing Material Attached To Subscription Payment Request
Across the header in beginning with column F, two fields have been set to receive valuable filing information pertaining to this paperwork. Cell F4 (bearing the title “Invoice #”) requires the document number that should be called out when retrieving this paperwork or referring to it. Cell H4, currently showing the desktop calendar “Date” of your machine, attaches a definitive time when this document is generated and applies. If so desired, the subscription “Date” for this invoice may be edited at-will.
Step 4 – Furnish The Subscription Customer’s Billing Information
The next task requires our attention to return to the first column. Produce the Subscription Customer “Name” in cell A11. 
The address where this invoice would be directed by mail must be documented with the Subscription Customer “Name.” As with the previously reported address, this section requires the Subscription Customer mailing address to be recorded as a “Street Address” in cell A12, a “City, State, Country” in cell A13, and a “Zip Code” in cell A14.
Step 5 – Produce A Report On The Subscribed Merchandise Or Service
It is crucial that a record of the subscription being billed be produced. Cell A17 is set to accept the specifics of the subscribed service or product delivery being billed. If this is an ongoing membership, it is recommended you specify the date range that this payment will apply to. 
Step 6 – Deliver Subscription Costs
Cell H17 of this sheet allows the base price of this subscription to be displayed once it is recorded as its content. Keep in mind, this field will accept multiple entries (if itemizing) or a single entry depending on what you wish to report. There will be an opportunity to discuss any owed taxes later in this column therefore, do not account for any taxes at this point. Cell H18 of this paperwork will inform the Client of the total owed without taxes. Thus, if multiple subscription costs were listed this is an ideal time to summarize them (add them to one total). Keep in mind, even if only one “Amount” was listed, this cell requires reproduction of that dollar value.
You will have to supply cell H19 in this column is reserved to report the sales tax expected with the subscription “Subtotal.” This entry requires that you are familiar with the applicable tax regulations the governing body requires the Subscription Service employ. This may not be needed in every state, however, note in the example below that our example state (Connecticut) will expect sales tax applied for subscription services. The last field in the subscription “Amount” column is cell H20 where the “Total” of the “Subtotal” and the “Tax” must be presented. To this end, add cell H18 to cell H19.
Step 7 – Discuss Desired Date Of Payment
Cell H22 of this invoice carries a specific function and for the most part, its content must remain intact. The sentence in this field informs the Subscription Client of the length of time allowed to gather funds and submit payment. Define this period as a number of “Days” by removing the number sign after “…Due In” then typing in the desired number of days. 
Step 8 – Enter Supplementary Material As Needed
Cell A22 (holding the words “Comments Or Special Instruction”) is included as a convenience. You may leave this field unattended or you may report additional subscription details, agreements, options, or payment instructions. 
