The Housekeeping Invoice Template contributes to the billing process by informing the Client of the payment owed for a service. In most cases, the Client will require only a basic breakdown of the charges he or she is responsible for and some documentation to which they apply. This template allows such a presentation while remaining customizable for the benefit of the Office utilizing it. Once a standard procedure for reporting the information an invoice must present has been established, the billing process in a Housekeeping Service will usually become less burdensome as the template takes over some of the basic tasks in structure and format.
Salary & Hourly Wage ($/hr)
How To Write In PDF Or Word
Download; Adobe PDF, Microsoft Word (.docx)
Step 1 – Acquire The Housekeeping Invoice Using The Items On This Page
Obtain the paperwork you will need to bill your Housekeeping Clients by selecting the “PDF” or “Word” buttons displayed on this site. Each of these allow access to the same invoice but a different file type. Use the labels to determine which button to select. Two links above, bearing the formal name of the file type available, can be used to download your template in the for the editing program you wish to work with.
Step 2 – Submit The Housekeeping Agency Or Company’s Contact Details
Open the template as either a PDF or Word document then review the text boxes and labeled lines making up its structure. We will follow these items to complete this paperwork. Start by typing out the legal name of the Housekeeping Business in the “Company Name” field at the top of the page. Do this by typing directly in this text box. If the Business responsible for sending this paperwork contains any formal suffixes such as “corp.” or “Inc.” make sure they are included in this report. 
Also, at the top of the page is a set of blank lines geared to summarize contact information of the Invoice Sender. “Name,” the line beginning this set, is reserved for the Invoice Preparer or Handler’s identity. Generally, this may be the Sole Proprietor of a Housekeeping Business, an Agent at an Agency providing such services, or the Customer Service Representative of a Housekeeping Service. It will be assumed the “Name” you furnish to this line will be one of these Parties and may be contacted regarding the housekeeping services being billed or this document. A current mailing address must accompany the “Name” above so the Housekeeping Company you recorded as the Sender can be reached with paper letters, notices, or payments. Here, the building number, street or road name, and any site number (or P.O. Box number) needed on the first line of a letter addressed to the Housekeeping Service should be entered. The two lines below the Housekeeper’s “Street Address” expect your completion of this information. Split the remaining address items as the Housekeeper’s “City, State, Country” on the next line, then the matching “Zip Code” below that. One expected piece of information for this topic will be the number the Housekeeper (Contractor or Business) wishes used for “Phone” contact. The next line in this header is set so this telephone number(s) can be displayed with the address of the Housekeeper. Lastly, record the “E-Mail” address that should be used when contacting the Housekeeper (Contractor or Business) behind this invoice on the appropriately labeled line.
Step 3 – Identify This Paperwork As The Housekeeper’s Invoice
The document you intend to send to the Housekeeping Client will need to be identified easily by this Recipient. In addition to the invoice title and the return information for this paperwork, the Housekeeper (Contractor or Business) must assign a unique filing number that can be used as part of its definition. The “Invoice #” line will accept this information readily for the Housekeeping Customer’s use when referencing or paying this bill. 
A well-documented invoice will refer to a specific “Date” as that of its generation and thus the first calendar day the Housekeeper (Contractor or Business) applies this invoice to the Customer’s account. The “Date” line located near the upper right half of this page requires this invoice “Date” documented as its contents.
Step 4 – Include The Housekeeping Client’s Name And Address
Every bill or invoice must have a target Recipient who may be considered its Payer. The Customer being addressed can be any type of entity but must be defined correctly (by “Name” and mailing address) and formally held responsible for completing this transaction by paying for the cleaning or maintenance provided. “Bill To” is the next section down and begins with a request for these items. Thus, consult your records, locate the “Name” of the intended Payer, and enter it on the first line in this section. 
The mailing address associated with this Paying Client should be coupled with this Entity’s “Name.” A few appropriately designated empty lines are supplied for this task. Beginning with “Street Address” and concluding with “Zip Code,” enter the Client address line by line.
Step 5 – Define The Provided Housekeeping Service
The cleaning, maintenance, or disposal services the Housekeeper has provided should be detailed so the Customer may understand the reason for his or her obligation reasonably well. The “Description” field displayed in the left-hand table column at the center of this page should be utilized to display the contract title, job order number, work dates, and/or the services performed for review. 
Step 6 – Present The Itemized Total For This Bill
A basic discussion of the figures that obligate the Housekeeping Client. Begin by populating the “Amount” field with the base cost(s) of the work reported in the previous field. Summarize the housekeeping costs by combining them to a “Subtotal.” Add all numbers above to each other or re-enter the price you listed. The service taxes or sales taxes the local government applies to the “Subtotal” you listed should be listed separately. Calculate all tax amounts owed then record the result in the “Tax/VAT” field. Complete this billing process by adding the housekeeping “Subtotal” and “Tax/Vat” together. This number is the dollar amount you must enter in “Total” and will represent the full payment required for this invoice.
Step 7 – Assign A Solid Due Date To the Payment
The sentence below the table seeks some definition as to when the Housekeeper (Contractor Or Business) will first consider this invoice subject to further discussion if left unpaid. This will be represented as the number of “Days” you place on the blank line after the words “Payment Is Due…” 
Step 8 – Produce Additional Housekeeping Topics Or Payment Instructions If Needed
Information the Housekeeper (Contractor or Business) would like to present with the bill above can be placed on the blank lines after the words “Special Comments Or Instructions.” 
How To Write In Excel
Download: Microsoft Excel (.xlsx)
Step 1 – The Housekeeping Invoice Is An Available Excel Template
When the time to bill a Housekeeping Client for cleaning or products provided, seek out the “Excel” button or link above, then engage one of these items to download the invoice template to your machine.
Step 2 – Introduce The Housekeeper In The First Column
The paperwork we are working is meant as a specific type of correspondence and thus must begin with the identity of the Housekeeping Business issuing it. For this effect, the first cell in column A is populated with a generic housekeeping logo. Use the “Insert” menu to change this image or delete it and replace it with the Housekeeper’s formal logo. 
Cell A2 intends to pair itself with the image you uploaded in cell A1. Highlight the “Company Name” text in the brackets, clear this text, then type in the full name of the Housekeeping Contractor or Business. The Service Employee or Housekeeping Contractor should self-identify as this document’s generator in cell A3. Type in the full “Name” of the person preparing this document or that of the Contact Person who can discuss it with the Client if such a need arises. Cell A4 is the first report of the Housekeeping Company or Contractor’s mailing address. Locate this cell then only input the building number, street name, and unit number of this address to this field. The two fields that follow (containing the “City, State, Country” label and “Zip Code” label) require you continue this address to cell A5 and A6A current “E-Mail” address where the Cleaning or Maintenance Client may contact the Housekeeping Company or Contractor is the next request made. Produce this information in cell A5. The customer or accounts payable “Phone” line maintained by the Housekeeping Company or Client should also be included in the header. Populate cell A8 with this number.
Step 3 – Satisfy The Reference Table To Classify This Paperwork
Notice on the right of the sheet a two-cell table calling for reference material is on display. Satisfy these requests by inputting the “Invoice #” used to classify and identify the Housekeeping bill we are developing as such to cell F4. If you do not have a unique number to use, then it is strongly recommended you either use the Customer P.O. Number or develop a solid invoice numbering system. This is because in many cases the invoice number acts as a document’s fingerprint. Adjacent to our invoice number for this document is cell H4. Currently displaying the calendar day from your computer’s desktop time settings, this field will set the invoice “Date” with its contents. If you wish to edit the contents to different Invoice “Date” you may do so by typing directly over the displayed material in cell H4.
Step 4 – Report The Housekeeping Client Identity
Cell A11’s display of the bracketed “Name” text is the next field we must focus on. Deliver the Housekeeping, Cleaning, or Housekeeping Maintenance Client’s full “Name” to this field’s contents. 
The “Bill To” segment of this paperwork shall continue down column A with a request for the Housekeeping (Cleaning or Maintenance) Client’s billing address. Supply it to cell A12, A13, and A14 as a standard two-line address (“Street Address” and “City, State, Country”) followed by the “Zip Code.”
Step 5 – Dispense A Report On The Cleaning Services Needed
the next area of attention shall give the Housekeeping (Cleaning Or Maintenance) Client a clear method of identifying the service requiring payment. Cell A17, located in a basic two-column table, gives an ample staging area for documentation of the cleaning or maintenance services under the Client’s payment responsibilities. Some examples of common report items here include the dates of work, the tasks engaged in on behalf of the Housekeeping Client, and contract or promotional package titles. Record the reason payment is required in cell A17. 
Step 6 – Price The Housekeeping Services
We have arrived at the portion of this invoice where the pricing applied to the cleaning or maintenance services must be submitted for review and payment. Begin this recording process with the “Amount” field in cell H17. Enter the exact dollar “Amount” the Housekeeper’s cleaning or maintenance service costs in this cell. Continue to cell H18 with a summary of the above housekeeping (cleaning or maintenance) costs requiring payment. This means if more than one service is priced in cell H17, then you must produce them as a sum. Otherwise re-enter the full costs reported in cell H17. Cell H18 in this column expects the service tax the Housekeeper must charge its Cleaning or Maintenance Client on behalf of the local government. If a service tax applies, you must supply it in cell H18. Note the figure here should represent all taxes that will be added to the “Subtotal” therefore if more than one will be assessed combine them to a total then report the figure in cell H19 (“Tax/VAT”). The “Total” field of column H (located in cell H20) refers to the sum of the Housekeeper’s cleaning/maintenance “Subtotal” added to the appropriated taxes. Add cell H18 and H20 to a single sum and input them to this field as the “Total” the Housekeeping Client owes.
Step 7 – Request The Housekeeping Payment To Be Submitted
The Housekeeper sending this paperwork is encouraged to place a deadline on the payment’s receipt. This will be in the form of a number of “Days” from the Invoice “Date.” Record how many “Days” this invoice may exist unpaid without being subject to penalty in place of the hashtag symbol in cell A21 (following the language “…Is Due In”
Step 8 – Continue Housekeeping Or Payment Topics
The Housekeeping Service may wish additional content to be addressed. If so, the space following the “Special Instructions…” label will accept this material in Cell A22.
