Moving Company Invoice Template acts as the initial correspondence to inform Customers how much is owed for a moving job and when the payment must be received. The template available here will need some basic information that defines both parties and the job being billed while maintaining a quick and easy format. Standardization of this part of a Moving Company’s invoicing process can aid its bookkeeping department in its collection efforts as well as enable a quick review when necessary.
Estimates were based on a 2 to 3 bedroom move of approximately 7,500 pounds.
How to Write in PDF and MS Word
Step 1 – Acquire Your Moving Invoice Template
The “Adobe PDF” and “Microsoft Word (.docx)” document versions of the displayed template are accessible either through the links above or through the buttons with the appropriate icon and labels (in the caption area). Select either one of these file types then proceed.
Step 2 – Identify The Moving Business
The Moving Business seeking compensation should be introduced at the start of this paperwork. A textbox, formatted with a noticeably large font, will be the ideal place to display the Moving Business “Company Name.” Click in this textbox then produce this name.
Continue to the blank line with the “Name” label. Here, identify the person handling the Moving Company’s invoice. This may be a Customer Service Representative or Business Owner, but it should be a person that the Moving Client may reach out to if necessary. Now we will need to submit the mailing address of the Moving Company. A couple of labeled spaces (“Street Address” and “City, State, Country”) will accept the Moving Company’s address lines while the next one down (“Zip Code”) is reserved for its postal code. The Moving Company’s “Phone” number is important. This is often the first point of contact for many Clients and should be as clearly displayed as the address. Produce it as the contents of the next space down. The “E-Mail” address monitored by the Moving Business or Company must also be a part of this area. The last blank line before the solid grey divider is set to accept this entry.
Step 3 – Produce Definitive Filing Information Regarding This Document
The invoice number that will distinguish this paperwork in the Moving Business’ bookkeeping department (as well as that of the Client’s) serves as a divider between the header and the body of this paperwork. Produce it on the space bearing the label “Invoice #” Another vital identifier of a document in a billing department is the “Date” when it was issued. In this case, it will be the official invoice “Date” for the moving job we will discuss. Record this “Date” on the blank space across the page.
Step 4 – Bill The Moving Customer By Inputting The Client’s Billing Details
The Moving Business should have the Client’s “Name” on file. This is not necessarily the identity of the person at the point of pick-up or the destination so make sure to review the records correctly, then input the full “Name” of the Moving Client on the first blank space underneath the title “Bill To.” Continue through this billing section to produce the “Street Address” and “City, State, Country” of the Moving Client’s address then the appropriate postal code on the blank space with the “Zip Code” label.
Step 5 – Furnish A List Of The Moving Services/Products
We have arrived at the section of this paperwork where we will name exactly what must be paid for. The “Description” section will handle this job by setting aside ample space to produce a report on the contract number, dates, hours, and/or moving products the Customer is expected to pay for upon receiving this paperwork. You may supply all these items or a reasonable summary. The goal will be to document everything the Moving Business expects to be paid for.
Step 6 – Detail The Moving Costs And The Payable Amount
The “Amount” section is the next concern. Document the price for all the moving items/services in the first available textbox underneath the title “Amount.” In the second space down, carrying the “Subtotal” label, summarize the moving prices charged to the Customer as a “Total” without “Tax.” All moving service or sales taxes must be shown in the third box down (“Tax”). Note: The majority of states will expect a sales tax only if any products were sold. Utilize the final available space in the column you are filling out to display the “Total” owed. Complete this task by adding the moving “Subtotal” and associated taxes to one figure.
Step 7 – Prompt A Timely Response From The Moving Client
The closing of this invoice begins with the “Payment Is Due” phrase. Find the blank line that follows it then place the number representing the longest period (in “Days”) the moving Client is allowed to gather funds for payment. This number of “Days” serves to separate on-time payments from late payments. Hint: Use the invoice “Date” as the starting point.
Step 8 – Report Additional Details Or Instructions As Needed
Comments regarding the move or instructions required may be included on the blank lines displayed near the bottom of this page.
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Acquire Your Spreadsheet Copy Of The Previewed Template
The spreadsheet necessary to issue a formal invoice to your Moving Customers is a downloadable item through the “Microsoft Excel (.xlsx.)” text link (set with these instructions). If you prefer, a button has also been provided with some other options. Select “Excel” to access this file this way.
Step 2 – Produce The Moving Company Information
Your first responsibility will be to display the Mover’s business information in a professional manner. Thus, delete cell A1’s generic image and upload the Mover’s logo in its place. The Moving Company’s legal full name should be set to display with the logo. You can produce the Mover’s “Company Name” in the next cell down (A2). The third required item will also be placed in this column. Use cell A3 to “Name” the Moving Company Employee handling the Client’s account. Cell A4, A5, and A6 should be considered a set displaying the mailing address used by the Mover or Moving Company generating this paperwork. This will involve your production of a report on the Mover’s professional “Street Address” and “City, State, Country” on the first two of these cells (A4 and A5). Follow this with the postal code assigned to this address in the last cell of this set (cell A6).You should also give a reasonably convenient method of contact as well. Two such options exist when immediate correspondence is necessary. First, satisfy cell A7 by furnishing the Mover’s official “E-Mail” address.
The Mover’s official or professional business “Phone” number is the final item of contact and must be input directly to cell A8 so it may be displayed with the content above in the header.
Step 3 – Identify The Moving Job’s Document Information For This Sheet
The filing information for this paperwork will serve to make sure that all the facts presented are kept together with the amount owed and the Moving Client. Type in this identifying number, otherwise known as an “Invoice #” in cell F4 on the right. The current calendar “Date” in cell H4 will act as this document’s invoice “Date” unless you edit it to another calendar day. This is purely at your discretion and should be based upon the job being billed.
Step 4 – Present The Billing Details Of The Mover’s Client
Return your attention to column A. In cell A11, the Moving Client’s identity should replace the “Name” label in this cell. Cell A12 and A13 of this sheet will request additional billing information on the Moving Client in the form of his or her “Street Address” and “City, State,” and “Country.”Cell A14 is set to complete this information with the Moving Client’s “Zip Code.”
Step 5 – Invoice The Mover’s Services Or Moving Products
The moving or packing job that requires payment should be discussed for the benefit of the Mover’s Client. Cell A17 will anticipate entries that define why the Mover must be paid. Here you may record a moving job or contract number the Client is engaged in or present items such as the dates, hours, locations, and the number of pieces/weights involved with the move.
Step 6 – Price The Moving Job By Producing The Owed Amounts
The Mover must document the exact price of the job that was done and/or the moving products that were required for its completion. You may list these as separately priced items or as one sum, but you must be consistent with your report for the Client’s ability to review. This content should be placed for review in cell H17 Below this, also in column H, you must supply a few additional contributors to the final cost of this job. This column expects a report of all the sum of the moving job in cell H18. This should include all the values you entered above it (still) without any taxes included. Cell H19 has been set aside for a record of any taxes that apply. Many states will require that a sales tax be added to any products, others will impose a service tax, and some others may require that taxes on miles be paid. All taxes that must be submitted should be presented in cell H20 as one sum. The Mover’s final bill should be produced in cell H20 (next to the word “Total”). Reach this final value by adding the “Subtotal” of the moving job to the applicable taxes then input it directly to cell H20.
Step 7 – Give A Clear Definition To The Desired Payment Schedule
Cell H21 displays a decorative statement that informs the Customer exactly how many “Days” after the invoice “Date” he or she has to make a payment. Apply this condition by substituting the hashtag in this sentence with this amount of days.
Step 8 – Produce More Content Regarding The Move As Needed.
If the Moving Customer must be delivered additional instructions or material, then you deliver them after the words “Comments Or Special Instructions” in cell A22