Patent Invoice Template presented here is an official request for funds owed to an Inventor or a Patent Holder. This paperwork may be developed to bill for a currently patented, a recently patented, or a soon-to-be patented product or design. Regardless of whether the purchase is one for a tangible product or for intellectual property all these categories hold one detail in common; the concerned product or design is strictly under the control of the Patent Holder and can only be purchased through this entity. This document provides the structure for such transactions, but you must produce material for each section contained. It will be especially important to have the patent number handy when filling this out along with any documentation that should be attached.
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
Step 1 – The Patent Invoice Should Be Downloaded From This Page
You can fill out the invoice on this page to formally request payment for a patent or soon-to-be patented product from your Client. Obtain it as a “PDF” or “Word” file with the buttons underneath the sample picture. Similarly, the text links “Adobe PDF” and “Microsoft Word (.docx)”
Step 2 – Identify The Inventor Or Patentor
The text box introducing the invoice document expects your entry of the professional or “Company Name” of the Inventor, Patent Holder, or (Patent Holding) Company issuing this invoice. 
The “Name” line that follows the entity’s “Company Name” seeks the identity of the Patent Holder or Contact Person who will handle Client responses to this document. Our next item of focus will be to display the Patentor’s mailing address for the benefit of his or her Client. The next two lines down have been set to accept first the “Street Address” where the Inventor receives mail then his or her “City, State, Country.” Produce these to their respective blank lines. The address being discussed will only be useable once you enter the postal code assigned to it on the “Zip Code” line. Continue producing the Patent Holder or Inventor’s contact information with his or her “Phone” number and “E-Mail” address on the lines requesting this material by label.
Step 3 – Dispense Preliminary Filing Information To This Sale
The document number we will attach to the sale of the patent or the soon-to-be patented products, or the patented merchandise will be an important identifier for a variety of reasons. Our concern will be for the proper identification of this paperwork in the future. The “Invoice #” line of the horizontal divider will seek your production of this document number. 
Proceed to the right of this bar when the invoice “Date” must be included in this paperwork.
Step 4 – Produce The Billing Information Of The Inventor’s Client
The next focus of this invoice will be placed on the Patent Client. He or she must be assigned their role by naming them on the first empty line of the “Bill To” section. 
The billing address of the Patent Client must be furnished for display. Use the next two lines for this task reserving the third for the postal code.
Step 5 – Describe The Patent Or Patented Product Being Sold
This may be a product awaiting a patent, a newly patented product, or the patent to a product (or machinery, plant, etc.) Regardless of the exact nature of the design or product being sold, you must give a reasonably adequate “Description” of it for the Client’s review and documentation. The first column of the invoice table on this page is useable for this purpose as it will provide an area for free-form entry. 
Step 6 – Document The Payment Requested For The Patent Item
The section on the right (“Amount”) awaits your pricing report on the patent or patented items or design. Enter the dollar value being charged by the Inventor or Patent Holder (excluding taxes) in the first box of the “Amount” column. Summarize all patent amounts expecting payment by adding them and displaying the result in the “Subtotal” cell. The “Tax” that must be added to the patent’s “Subtotal” should be recorded separately for the Customer’s review in a distinct field. Use the “Tax box to report this information accordingly. The “Total” expected for the patent or patented products being sold will consist of the sum of the previous two entries (“Subtotal” and “Tax”).
Step 7 – Inform The Client Of The Payment Deadline
The statement on the left can be utilized by the Inventor or Patentor sending this document to name a definitive number of “Days” after the invoice “Date” when a payment must be submitted to remain compliant and timely. 
Step 8 – Include Additional Reports Or Instructions If Needed
Additional information regarding the patent, the invoice, or the payment may be paired with the information above with a production of such content in the “Comments Or Special Instructions”
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Save The Excel File On This Page To Bill Your Patent Client
The spreadsheet invoice needed to request a patent, patented product, or soon-to-be patented product payment is available through the “Excel” button or the “Microsoft Excel (.xlsx)” link displayed on this site.
Step 2 – Produce The Inventor Or Patent Holder’s Identity
Use the first column to introduce the Inventor or Patent Company by importing this entity’s logo for display. Cell A1 will accept this image readily while the field below (A2) shall expect the Inventor or Patent Company’s legal name documented.
The Patent Company or Inventor’s full “Name” is requested in cell A3. Proceed to cells A4 and A5 with the Patent Company or Inventor’s “Street Address” then “City, State, Country” Complete this address information by inputting the postal code in cell A6 (“Zip Code”). The “E-Mail” address needed to contact the Inventor or Patent Company should be placed in cell A7 Finalize this section with the “Phone” number of the Inventor or Patent Company in cell A8
Step 3 – Report The Full Name Of The Patent Client With The Appropriate Billing Information
Cell A11 of this spreadsheet will continue our report but will switch focus to the Patent Client. This is the party that has agreed to pay the Inventor for the patent or a product that has been recently or soon-to-be patented and can only be sold by the Inventor or Patent Company. 
Cells A12 through A13 are set to hold the “Street Address” and “City, State, Country” of the Inventor or Patent Company Conclude this section with the postal code of the Inventor or Patent Company in cell A14 (labeled “Zip Code”).
Step 4 – Furnish The Patent Invoice Filing Information
Furnish the patent transaction’s “Invoice #” to cell F4. This is the filing number the Patent Company or Inventor will use to track the status of this transaction or call up this document for review. The invoice “Date” for the patent transaction being discussed also has a distinct area for its display. Record it in cell H4 if the default calendar “Date” is inaccurate for your goal.
Step 5 – Produce The Relevant Patent Information For This Sale
Cell A17 of this document is reserved for the patented product or patent’s information. This can be a design or a product, but it must be properly defined so that the Client will have some clear documentation of the transaction occurring. 
6 – Present Pricing Applying To This Patent Transaction
In the “Account” portion of column H, cell H17 requests the dollar value expected for the patent or patented product. Proceed down this column to cell H18 then report the sum of all patent costs recorded in the previous cell of this column In most states, a sales tax will need to be collected by the Inventor or Patent Company for most, if not all, products that are sold (patented or otherwise). If this is the case, then the dollar value of the taxes that will be added must be defined. Record it in cell H19 The “Total” that must be paid to satisfy the patented products is equal to the sum of the patent’s “Subtotal” and “Tax”
Step 7 – Inform The Client Of The Deadline
Cell A21’s statement is a tool that can be used to apply a deadline to this invoice but will need your input for its application. To employ this statement, report the number of “Days” that will constitute a deadline in place of the symbol “[#]”
Step 8 – Utilize The Final Cell If Additional Content Is Needed
The “Comments Or Special Instructions” in cell A22 can be used as a place to display additional content necessary to fulfill the Patent Client’s paperwork.
