A due upon receipt invoice is sent when payment is due immediately. This is common for a service that has been provided whether on salary or as an independent contractor. An invoice of this type may have accelerated terms and late fees that go in-effect if payment is made past 7, 15, or 30 days. It’s best to pay an invoice for this type as soon as possible in order to avoid penalties or disrupt the business.
How to Write in PDF and MS Word
Download: Adobe PDF, Microsoft Word (.docx)
Step 1 – Obtain Then Open The Due Upon Receipt Invoice
To access the template needed to issue an invoice where the payment is due upon the Customer’s receipt of goods, services, deliveries etc., select either the “PDF” or “Word” button shown below the preview picture. Once you have saved the appropriate version for your software environment, open it with your editing program.
Step 2 – Submit The Identity And Mailing Address Of The Issuer
The Sender or Issuer seeking payment upon successfully satisfying a Customer’s needs should be identified as such in the text box at the start of this page. Remove the “Company Name” text then replace it with the Issuer’s Legal Business Name. 
Now we will continue through this introductory area by inputting the full “Name” of a person who works for the Issuing Company, owns this entity, or is an Officer. This should be the “Name” of a contact for the Payment Upon Receipt Customer and should be attached to the address where he or she can be reached with the Issuing Company. The address will be expected as a line-by-line item to this header. That is, seek out the “Street Address” and “City, State, Country” blank lines then produce the address requested making sure to finalize it with the Issuing Company’s mailing “Zip Code” on the line that follows these two. Complete the Issuer’s details with the official “Phone” line and “E-Mail” address this entity prefers its Customers use when initiating contact regarding invoicing or payments.
Step 3 – Determine Then Include Reference Information
The Issuer will be obligated to issue the tools needed for identifying this document to the Customer. This tool is often the invoice number of a bill which may be a transaction number, a PO Number, or a unique number altogether. The “Invoice #” line occupying the shaded divider expects this information for the Client’s benefit. 
An official invoicing “Date” will also be expected by the majority of Payment Due Upon Receipt Clients. This will help them with their record-keeping as well as aid the Issuer in keeping track of the books. A separate blank line on the right is reserved for your report of this “Date.”
Step 4 – Directly Address The Due-Upon-Receipt Customer
Our last item of identification focuses on the Payment Due Upon Receipt Client. The “Bill To” section of this document shall house this process. Use the “Name” line here to display the concerned Client’s “Name” immediately after the words “Bill To.” 
The next three lines “Street Address,” “City, State, Country,” as well as the “Zip Code” lines reserve themselves for a record of the Client’s current delivery, billing, or mailing address. Generally, unless a loading dock is involved, the delivery and billing address for Payment Due Upon Receipt Clients are one and the same.
Step 5 – Produce A Description Of The Due-Upon-Receipt Items
A specific area has been put aside for a display of the merchandise or services the Client must pay for to receive. The “Description” portion of this invoice has been designed to accept details regarding the delivered services or merchandise. An example of a basic summary may involve details such as the name or manufacturing I.D. (MFID) of ordered merchandise. If a service was performed, then discuss the work done with the dates and times involved. 
Step 6 – Deliver The Costs Placed On This Transaction
The “Amount” box of this table begins a series of column items that must be satisfied. First, report the “Amount” being charged for the items or services that must be paid for upon receipt. The “Subtotal” box of this table seeks the sum of the received items that must be paid for immediately. If this invoice is being used to collect late payment and is (itself) the due upon receipt item then, the Issuer may have decided to impose a “Late Fee.” If so, report this item in the appropriately labeled area of this table. The “Tax/VAT” box has been set as the next item of this column so it may serve invoices where a value-added tax, service tax, or sales tax must be applied to the reported “Subtotal.” This tax information must be entered as the dollar value you will add and not the tax rate(s) being applied. Finally, the “Subtotal,” “Late Fee,” and “Tax/VAT” values must be added to a single “Total” in the final box. This is the amount the Issuer will expect the Customer to pay upon receipt of this paperwork.
Step 7 – The Issuer Can opt To Continue With Additional Dialogue
If the Issuer wishes more content included this may be handled by the “Comments And Special Instructions” section at the bottom of the page.
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Save The Payment Due Excel Invoice To Your Machine
In order to obtain an invoice demanding payment immediately upon its receipt, select the “Microsoft Excel (.xlsx)” link in this section of the page, then engage the browser’s dialogue to save the available file.
Step 2 – Name The Issuer Requiring Payment When This Invoice Is Received
When you open your invoice, you’ll notice it’s been divided into several areas by topic. Begin satisfying these areas by attending to the first section in column A. This first segment of column A intends to focus your attention on identifying the Issuer behind this paperwork. Cell A1 in this column is reserved for your upload of the Issuing Company’s logo and cell A2 expects its legal name typed in. 
Continue your presentation of the Issuer’s Company Information with a record of this document’s return address for this entity. To this end, The “Name” of the Employee, Associate, or Officer sending this document is required in cell A3 while his or her address should be presented using cells A4 (“Street Address”) and cell A5 (“City, State, Country”). Furnish the postal code assigned to the address above in cell A6. It will also be useful to include the Issuer’s official “E-Mail” address in cell A7 and “Phone” number in cell A8.
Step 3 – Furnish Documentation Describing This Invoice
The invoice number that has been assigned to this paperwork (and thus the transaction, delivery, and payment concerned) will be needed in cell F4 for the Customer’s ability to reference and manage this document. This document’s invoice “Date” is set for the current day on your computer’s calendar. This presentation, in cell H4, can be edited if desired.
Step 4 – Identify The Target Recipient Owing Payment Upon Receipt
The Recipient of this invoice will need to be named specifically as the Payer. This effect should be accomplished by filling in the “Bill To” properly by placing the full “Name” of the Recipient or Payer in cell A11.
We will support the identity of the Client with his or her billing address. Cell A12, A13, and A14 are designated for the “Street Address,” “City, State, Country,” and “Zip Code” of the Customer required to pay this invoice upon receiving it.
Step 5 – Record The Merchandise Or Services Requiring Immediate Payment
Regardless of whether the reason behind this invoice is for a successful delivery of merchandise, a completion of services, or an attempt to gain payment for an invoice left unpaid, we will have to discuss it. Cell A17 of this table should be used to document this reason for the Customer.
Step 6 – Fill In The Required Costs For This Invoice
The second column of this table will provide several cells where you may define the expected payment. Some cells are optional as they will depend upon the situation or location of the concerned transaction. Begin with the “Amount” field in cell H17. This cell calls for the cost of the item or items in the previous field. The “Subtotal” (cell A18) of this invoice will seek a summary of the recorded amounts. Add them together without any other considerations in cell H18. If this document is meant to collect on an unpaid invoice while also imposing a “Late Fee” then you must report the exact dollar amount of this fee in cell H19. Cell H20 (“Tax/VAT”) is set to receive your entry of all the taxes that must be added to the “Subtotal.” If you have multiple tax amounts (i.e. service, sales, value-added tax) so make sure to add them to a single sum then present it in cell H20.The final cell in column H, labeled “Total,” will request the sum of the previous three cells (H18 through H20) reported in its content. This is the exact “Total” expected from the Payment Due Upon Receipt Client. Record it in cell H21.
Step 7 – More Content Can Be Produced At Will
If the Issuing Company intends to cover more topics or engage in additional dialogue or instructions, then use cell A23 as a production area for this material.
