Production Assistant Invoice Template will enable you to list the services or the equipment that was provided to your Client and must now be billed. The end result of this paperwork will be to gain payment for all the items you list on it. This will require you to transcribe some of your records in predetermined and formatted areas. Once you have satisfied the requests for content defining the Production Client and the job, you may send it to request payment. It is suggested that you keep a blank copy of this template (for future invoicing) and a copy of what was sent to the Client.

How to Write in PDF and MS Word

Download: Adobe PDF & Microsoft Word (.docx)

1 – Save The Production Assistant Invoice From This Page

To develop an invoice using your word processing or pdf editing software select either the “PDF” or “Word” document available by clicking the button with the appropriate designation.

2 – Identify The Production Assistant As This Paperwork’s Sender

Now that you have accessed this file and opened it, find the first field at the top of the page. Currently, the text “Company Name” populates it, however, you should remove these words and replace them with the professional name of the Production Assistant or the legal name of the Production Assistance Company    The ability to send a check or a paper correspondence to the Production Assistant should be given to the Client or paying Production Company. Fill in the Production Assistant’s name on the line attached to the “Name” label at the top of the page, then produce his or her mailing address on the blank lines that follow (“Street Address,” “City, State, Country, “Zip Code”)     After recording the Production Assistant business address, fill in his or her “Phone” number and “E-Mail” address on the next two lines.         

3 – Filing Information For The Production Job Requires Definition

The next piece of information will serve as a way to name this paperwork officially. The “Invoice #” line expects a unique number in your filing records. You may determine this number by any method you wish (i.e. a date and code or PO Number) so long as this document is the only one in your files utilizing it.   

The calendar “Date” (when payment will be officially expected of the Production Client) is needed on the next line across the page.     

4 – Bill The Production Company Directly

It will be imperative for this paperwork’s function that we deliberately name the entity being billed. Input the Production Client’s full “Name” in the “Bill To” section to achieve this task.  Since, the “Street Address” as well as the Production Client’s “City, State, Country” and “ZIP Code” are the next requested items in this section enter each of these pieces of information to define the Client’s full mailing address. It is now time to summarize the production assistance provided to the Client. This may involve physical labor, equipment rentals, and a variety of other services/products depending upon the production job’s requirements thus, a free form area has been placed in this paperwork as the “Description” box displayed. Use this to inform the Production Client of what his or her payment will address. You may provide a summary in the form of a contract or a number of hours, an itemized description of services and products or both. List the production job details in accordingly.                   The production cost for the assistance, service, equipment, or product(s) that was provided for this job should be listed in the “Amount” box. Make sure to report these costs in a manner that corresponds with the items you defined in the first box.             The next three boxes that require attention begins with the expectation that we isolate the “Subtotal” of all the costs above from any owed taxes. Thus, add all the prices you have entered to one number then place that number in the “Subtotal” box. Notice, this does not include any taxes. That is because if “Tax” is charged, it must be listed separately thus, a separate “Tax” box is provided so you may document any taxes that require payment. The “Total” box at the bottom of this column is reserved for the “Subtotal” value added to the “Tax” file.             The sentence following the table requires the maximum amount of days the Production Assistant will wait for payment before treating it as a delinquent payment. Find the words “…Within #” then enter this number in the space attached to them. An additional area below this (labeled “Comments Or Special Instructions) will serve as a staging area for additional payment instructions or information not previously documented           

How to Write in MS Excel

Download: Microsoft Excel (.xlsx)

1 – A Production Assistant Invoice Can Be Developed As An Excel Document

Save the Excel file available on this page to your machine by selecting the above link or the “Excel” button in the presented image’s caption area

2 – Produce The Production Assistant’s Professional Information

The logo used by the Production Assistant to identify his or her business to the public is the first item requested on this sheet and should be uploaded to cell A1.        Identify the Production Assistance Company as a business entity in cell A2. If this is a Contractor, then document his or her professional name in this field.   Cell A3 is reserved for the “Name” of the person sending this document and will begin the process of identifying the Production Assistant’s mailing information. Continue reporting on the Production Assistant’s mailing address by entering his or her business “Street Address,” “City, State, Country,” and “Zip Code” line by line in cells A4, A5, A6.            Report the Production Assistant’s business “E-Mail” address and telephone number in cells A7 and A8 accordingly.

3 – Use This Document’s Filing Information To Bill the Production Company

You must present the full name and address of the “Bill To” party on the “Name” line in the next section down this column. Notice the individual cells in this section have each been labeled with the part of the Producer or Studio’s mailing address that should be entered to that field. Thereby requiring that you enter this entity’s “Street Address” to cell A12, his or her city, state, and country in cell A13 then, finally, the Client’s “Zip Code” in cell A14. We will need to attach both the Parties we identified to this document and each other in a concrete manner. This means some unique reference information should be produced. Look up the production job’s invoice number in your records then transcribe it to the contents of cell F4. Similarly, apply a “Date” for the production assistance charges in cell H4. A convenience provided with this sheet will automatically use the current calendar date on your computer clock in this cell, but you may edit this as needed.  Now, turn your attention to the table dominating the center of this sheet. This item will be your tool for informing the Production Client of what is being paid for. Cell A17 expects an account of the production assistance costs being charged to the Client. This can consist of either a summary or an itemized listing of the equipment and services that were ordered by the Client, a contract number, or the documentation of one’s time-sheet or logbook.  This is left at the discretion of the Production Assistant and should be balanced with what the Client expects.                      Cell H17 is the adjacent field to the report you just produced. Enter the full cost of each item or service being billed. Again, you may list each such price separately or as one sum but make sure the values you enter here are paired with the items on the left.                  The “Subtotal” field (cell H18) is devoted to displaying the total amount of money that is expected. This will be the sum of the values entered above and should not have any taxes applied.                    If the Production Assistant is an entity that must collect taxes on this bill, then report the amount that must be collected in cell H19.                The “Total” field (cell H20) will call attention to this area of the table as the full amount that he or she must submit as payment for the production assistant services this paperwork concerns.                       

4 – Produce Payment Instructions And Any Additional Material Needed For This Invoice

It may be appropriate to limit the amount of time the Production Client may take to respond with payment. Determine this time limit then utilize cell A21 to report it as a matter of “Days” by replacing the symbol after the words “…Due In”              You may further define payment instructions or place additional content after the label “Comments Or Special Instructions” in cell A22.