Preschool Invoice Template helps cut down on the administrative tasks required in running a school by delivering a reusable formatted document that can be used to request payment from Parents and other Clients. Only a few basic sections will need to be completed with the material defining the Institution or Child Care Facility sending it and the Clients involved, a means to refer to this paperwork, and the cost of the tuition and other items that require payment.
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
Step 1 – Obtain The Preschool Invoice From This Site
You acquire your copy of this Pre-School Invoice with the “PDF” button or, if preferred, the adjacent button labeled “Word.” Similarly, labeled text links are on display in this section as well. Each grants access to either the “Adobe PDF” or “Microsoft Word (.docx)” file.
Step 2 – Identify The Pre-School Sending This Invoice
The text box at the top of this page is set for a report on the exact legal name of the Pre-School sending this paperwork. Submit this Institution or “Company Name” accordingly. 
This invoice will continue with a set of lines that call for specific information regarding the Pre-School seeking payment. The full “Name” of the Pre-School Office Employee responsible for this paperwork must be placed on the first of these lines. Document the Pre-School’s “Street Address” and “City, State, Country” on the two lines bearing these labels. This should be the formal mailing address of the Pre-School without the postal code. The Pre-School’s “Zip Code” should conclude this School’s address. The business “Phone” number used by the Pre-School is needed on the next blank line. The “E-Mail” address monitored by the Pre-School is the final item needed by this header.
3 – Report The School’s Invoice Filing Information
The invoice number used by the Pre-School for this bill is the next item of concern. This item will act as an identifier for the current paperwork and thus, should remain unique in the School’s filing system. Only the Pre-School Office may determine this number. Report it on the blank line “Invoice #.”
On the right, the Pre-School’s invoice “Date” must be submitted. Place it on the appropriately labeled space.
Step 4 – Directly Address The Parents Or Pre-School Client
The Parent or the Pre-School Client that is responsible for this invoice should be named on the first blank line underneath the “Bill To” section. Notice this name carries the label “Name.” 
In addition to identifying the Pre-School Client, record this entity’s mailing address on the blank lines carrying the “Street Address” and “City, State, Country” labels. Furnish the Pre-School Client’s postal code to the “Zip Code” line.
Step 5 – Submit An Account Of The Provided Education And Child Care
The child-care services and education the Pre-School provided must be detailed to some extent before a request for payment is made. Such an account may be made in the “Description” box of the invoice table provided. 
Step 6 – Deliver The Child Care Costs Requiring Payment.
After defining the Pre-School services received by the Client’s Child, the cost of such services will have to be displayed clearly. Report the cost of the Pre-School’s services in the box under “Amount.” Record this either as a sum or as a breakdown, however, make sure each dollar value entered here corresponds to its concerned report on the left. Add all Pre-School costs to one sum and furnish it to this invoice as its “Subtotal.” Taxes required by the Pre-School (i.e. sales tax on school supplies/textbooks) should be listed separately. If any must be collected on the defined “Subtotal,” then you must display them in the box labeled “Tax.” The “Total” required by the Pre-School from the Client will be the sum reached when you add both “Subtotal” and “Tax” entries to one another. The produced dollar value must be displayed in the “Total” box.
Step 7 – Assign A Deadline To the Pre-School Payment
The Pre-School Client or Parent responsible for the “Total” should be given a time frame that defines when his or her payment would be classified as late. This should be represented as a number of “days” from the invoice “Date.” For this effect, locate the wording “Payment Is Due,” then use the blank line it contains to name this number of days. 
Step 8 – Include Additional Subjects Or Pre-School Instructions
There may be additional content required. The blank lines at the bottom of this page are set to receive such information.
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Acquire The Pre-School Invoice As An Excel Template
Locate the “Microsoft Excel (.xlsx)” text link in this section then select it. Download the file made available through the prompts that generate.
Step 2 – Introduce The Pre-School
Column A will begin this page with several items that will identify the Pre-School as the Sender. Begin in cell A1 by attaching the School logo for display. 
In cell A2, report the Pre-School’s legal “Company Name” as the entity that must be paid for the child care and education provided. The “Name” of the School Employee sending this document is the next detail needed in this header. Furnish this accordingly. The Pre-School requiring payment must have its mailing address displayed prominently with its identity. The Pre-School’s “Street Address” (cell A4), “City, State, Country” (cell A5),” “Zip Code (cell A6) have each been given a separate field. Close the header with the Pre-School’s “E-Mail” address in cell A7 then its “Phone” number in cell A8.
Step 3 – Identify The Party Responsible For The Tuition Payment
Column A expects that you confirm the targeted Invoice Recipient. Usually, this will be one of the Child’s Parents however it can be any entity that has indicated that it will assume the responsibility of this bill. Find cell A11 then record the “Name” of this entity as required. 
The second part of this group of cells is labeled with address items. Furnish the Pre-School Client or Parent’s full billing address using cell A12 and A13 for the “Street Address” and “City, State…” make sure this invoice is supplied with this information. Complete the Pre-School Client or Parent’s mailing address by furnishing the “Zip Code” (cell A14) where requested.
Step 4 – Document Filing Information Assigned By The Pre-School Office
Before we continue with a report on the owed amounts, we must solidify a method to readily refer to this document in ones bookkeeping systems. This task is accomplished with a unique filing number. Develop then report this as the “Invoice #” for this bill in cell F4 The Pre-School invoice “Date” for this owed amount should also be part of this document. Cell H4 presents the current day as the invoice “Date” but this can be set to a different day (if needed) by simply entering a new “Date.”
Step 5 – Define The Pre-School Services And Supplies Required For The Child Care
The educational services and child care the Pre-School provided and is now invoicing must be documented for our goals. In cell A17, we will have an opportunity to complete this task. Use this field to display references such as the dates and times the child was cared for, meals or transportation that were required, or additional educational tools (such as a class trip to a zoo or art activity) should be detailed here. 
Step 6 – Input The Cost Of The Pre-School Tuition Required By This Invoice
The right-hand part of the invoice table affords the opportunity to satisfy the Client’s need to review the amounts contributing to the owed payment. First, in cell H17, give a listing of the “Amount” the Pre-School charges for our “Description” items. Use cell H18, to summarize the Pre-School amounts owed by adding them together. This cell will expect a sum you calculate but if you have entered only one number in “Amount,” you will be required to reproduce it here. Some parts of the tuition may be subject to service taxes or sales taxes. This will depend upon the Pre-School’s locality thus you must make sure to be awar3e of any such “Tax” obligations placed on the Pre-School by the State. All taxes that must be added to the Pre-School’s “Subtotal” must be reported in cell H19 (labeled “Tax”). The closing cell of this table, cell H20, requires that you combine the Pre-School “Subtotal” and “Tax.” Add them to each other then produce the dollar result as the “Total”
Step 7 – Record The Number Of Days Marking The Payment’s Due Date
Cell A21 will finish this sheet by declaring the “Total” is due within a certain number of “Days” from the Pre-School’s invoice “Date.” Employ this instruction by substituting “[#]” in cell A21 with this number to complete the sentence it contains.
Step 8 – Space For Additional Topics Has Been Provided For Your Use
The Pre-School may include more “Comments Or Special Instructions” in cell A22.
