An invoice proposal is used when a contractor has their client review the invoice before performing the service, much like a work order. After the client approves the work to be completed, the contractor may begin work.
How To Write In PDF Or Word
Download: Adobe PDF, Microsoft Word (.docx)
Step 1 – Acquire Your Invoice Proposal From This Site
Use the “PDF” button or the “Word” button on display with the proposal’s preview image to gain access to either of these file versions of the template. You may also notice that two links have been placed above this section naming each file version formally. These, too, will give you the opportunity to download this template.
Step 2 – Identify The Contractor Behind The Proposal
The top of the template you have acquired will layout a couple of distinct labeled areas. These will compose the header of this invoice and provide the Recipient with the means to identify the Party sending this proposal. The first area is a text box carrying the content “Company Name.” Replace this with the Business or Professional Name of the Contractor. If a Business Entity is making this proposal, then make sure to list its full name along with the applicable status suffix (i.e. Inc. corp. LLC). 
The next area making up the header is made up of a few labeled lines that you should use as a guide in presenting the identity of the person the Potential Client should hold responsible for the contents of this document. Place this individual’s “Name” on the first blank line then his or her mailing address with the Contractor Entity on the “Street Address,” the “City, State, Country,” and the “Zip Code” lines beginning this series of lines. The Contractor’s working “Phone” number and “E-Mail” address are the items that will conclude this area. Submit these to the appropriately designated blank lines below the Proposing Contractor’s mailing information.
Step 3 – Disclose The Nature Of This Document
Quite a bit of paperwork can be generated when discussing a project. From beginning to end both parties will wish to keep track of what is being proposed and accepted. Thus, it is considered wise to make sure that the proposal being worked on is assigned a unique number that can act as its “Invoice #.” We will use an invoice number to distinguish this document because it will set the payment that would be owed should the Client allow work to progress. 
The “Date” when this invoice proposal becomes active is also a necessary item both for filing purposes and for discussions on billing. Supply this as requested directly across the page from this proposal’s invoice number.
Step 4 – Name The Potential Paying Client
The Potential Client this proposal targets should be properly named as the Recipient. To this effect, locate the first formal heading in this document; “Bill To.” This heading will inform the Potential Client of precisely who will be held responsible to pay for the work or production being proposed should it proceed. The blank line “Name” will accept this information as you record it. 
The billing address of the Potential Client is the next topic of concern. Three different lines placed underneath the identity of the Potential Client are set to accept the “Street Address” then the “City, State, Country,” and “Zip Code” where bills, notices, and other mail correspondence to this Entity should be sent.
Step 5 – Deliver The Project’s Filing Information
The concerned project must be discussed now that an identification of the Contractor or Proposing Business, this paperwork, and the Potential Client has been produced. We will begin with the formal filing information of the project itself. This may take the form of a specific Title, Proposal/Contract Number, or Advertised Reference. Locate the “Project” section then use the blank lines provided after the words “Project Information” to display this information.
Step 6 – Discuss The Billables Of The Potential Project
A proposal will need to give more specific information then a brief reference provided by the Potential Client. Therefore, we will make use of an invoice table to record what the Contractor will do and for how much. The “Description” of the potential work or production the Contractor will provide to the Potential Client must be produced for review in the first box of this table. 
Step 7 – Provide Your Estimates
The “Amount” box on the same row as the defined proposal refers to the dollar value the Contractor has placed on the work or production being discussed. Record this as requested. Continue delivering the project’s cost by solidifying the “Subtotal” amount in the next box down. This must be the same sum of values in the above box and must be reported as one total without adding taxes. Depending on the proposal and the ruling bodies, taxes may need to be applied to the above dollar amount. If so, make a record of the total taxes that will be owed by entering this value in the box carrying the “Tax/VAT” label. The “Total” the proposal will call for should its progress must be dispensed to the Potential Client in no uncertain terms. Thus, add the proposal’s “Subtotal” to its required taxes and dispense this sum to the “Total” box.
Step 8 – Discuss The Response Deadline
The wording “Payment Is Due…” presents the next topic of concern. Here, the Contractor should let the Potential Client know of the grace period afforded to submit payment. Produce this as a number of “Days” after the proposal’s invoice “Date” on the blank line provided. 
Step 9 – Additional Proposal Material May Be Supplied As Needed
The “Comments Or Special Instructions” statement is the final area and may be considered optional. Produce additional proposal content to these lines as needed. 
How To Write In Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Save The Excel Proposal Invoice From This Site
The “Excel” button on this page shall allow access to the template necessary to issue an invoice proposal using your spreadsheet program. The link in this section can also be employed to save this file.
Step 2 – Introduce the Contractor Making This Proposal
Open this sheet with your Excel program or the proper editing software then import the logo used by the Contractor or Business responsible for this proposal to cell A1 then type this Proposing Contractor (or Business) legal “Company Name” in cell A2. 
The individual making this proposal on behalf of the Contractor Business or Company must self-identify in cell A3 then produce the Contractor mailing address as a “Street Address” then “City, State, Country,” and “Zip Code” in cell A4, A5, and A6. The professional “E-Mail” address where the Potential Client or Proposal Recipient may reach the Contractor should be produced in cell A7 along with the appropriate Contractor “Phone” line in cell A8. This is the information the Potential Client will likely use to contact the Contractor regarding this proposal if desiring an immediate response to any follow-up inquiries so make sure these items are both monitored methods of contact.
Step 3 – Deliver The Proposal’s Invoice Information
The document number the Contractor wishes used when referring to this invoice should be produced as this proposal’s formal “Invoice #” in cell F4. Continue to the right where you will see the current “Date” on your machine’s calendar displayed. This will be the invoice “Date” for the proposal being submitted. Keep in mind, that you may wish to post-date this to give the Potential Client a realistic timeframe for payment. If so, edit the “Date” in cell H4 accordingly.
Step 4 – Directly Address The Potential Client
The full “Name” of the Potential Client should be on display as well as his or her billing address. Therefore, seek out cell A11 (underneath “Bill To”) then document the full Potential Client’s full “Name” within it. 
As mentioned earlier the Potential Client’s billing address must be presented to direct this paperwork accurately. Employ cells A12 (“Street Address”) and A13 (“City, State, Country”) to attach the mailing address to the Potential Client then cell A14 (“Zip Code”) to complete this address.
Step 5 – Cite The Project Being Proposed
Directly across the sheet from the “Bill To” section you have completed will be an additional section where you may finalize the identification process with the “Project Information” The Potential Client will need to keep track of which project this invoice and the invoice number above applies to. Supply the project title, number, or reference in cell F11 (under the heading “Project”).
Step 6 – Define The Project Requirements That Will Be Fulfilled
This spreadsheet will use a “Description” cell in an invoice table to document the project work or ordered production the Contractor will complete for the proposed “Amount.” You may cite the involved dates, quantities, shifts, products, or any such item that would be considered a requirement by the Potential Client when payment for the project is discussed. Satisfy this need for a “Description” by providing it in cell A17. 
Step 7 – Document The Potential Client’s Financial Responsibility
Continue to the second table column which is titled “Amount.” Here, you must document the amounts the Contractor is charging for the work done. Make sure to correspond all costs to the items in the first column. This table has supplied a “Subtotal” field in cell H18 where you may summarize the proposals amount due. Sum all values entered above and document the result in cell H18. Any sales tax, service tax, value-added tax, etc. should be presented to the Potential Client in cell H19. Cell H20 shall finalize the amount due for the Potential Client. Add the proposal’s “Subtotal” and taxes to one number then enter it to cell H20. This will be the Total the Potential Client must pay should the proposal move forward, and the commissioned project is completed to the satisfaction of the project terms.
Step 8 – Define The Grace Period For The Potential Client
Cell A21 presents a basic statement “Payment is due in [ # ] days.” Notice the wording of this statement is interrupted with a bracketed symbol. You will be expected to remove these brackets (and the symbol) then enter a predetermined number that represents how many “Days” the Customer has to pay this invoice amount.
Step 9 – Complete The Project Proposal With Any Remaining Information
The text “Comments or Special Instructions” in cell A22 indicates a continuation of this paperwork. If the proposal should include additional paperwork, disclosures, or instructions then make sure to use this cell to either cite it by name or enter it as this cell’s contents.
