Personal Invoice Template is a basic form you can utilize to inform a Customer that you expect payment for your service or for an item he or she ordered. Really, this template can be used for a variety of items and jobs since it remains well structured and versatile. You have the choice of satisfying the basic invoice requirements needed for its function or you may edit it with some additional sections as you see fit. There will, of course, be an opportunity to attach any additional documents.

How to Write in PDF and MS Word

Download: Adobe PDF & Microsoft Word (.docx)

1 – Save The Personal Invoice Template

You will want to issue a well-structured invoice for your merchandise or service when you are ready to do so, locate the “Adobe PDF” or “Microsoft Word (.docs)” links then click the version you wish to obtain with your left mouse button to attain it.

2 – You Must Identify Yourself At The Top Of The Page

The beginning of this page will require the current “Company Name” you operate your business under. If you do not run a business entity then, you can input your professional name to the field containing the “Company Name” text. You may type over this text to enter information or you may delete it.   The bank line at the top left of this page labeled with the word “Name” refers to the person sending this invoice. If this is not the same entity you entered at the top of the page, then it must be the “Name” of a person who can act as an Authorized Representative of the official Sender of this invoice.   The “Street Address” where your business receives its mail is the next line that requires your input. Place the building number, the street name, and suite number or PO Box of this mailing address here.     The second line of your address (typically composed of the city, state, and country) should be input to the line attached to the “City, State, Country” line.   The “ZIP Code” associated with your address will be the next requirement that you should report. Note that it is important this information is up to date since a mistyped or old zip code may delay a mailed payment significantly.   The business line your Customer can use to reach you should be furnished on the line labeled “Phone.”     Produce the “E-Mail” address you maintain and use for business correspondence on the final line of this header area.    Your bookkeeping system should determine a unique number for the purpose of attaching the details you report here to each other and the Client’s account. Consult your system then produce this number on the “Invoice #” line.   Continue identifying this paperwork with its effective “Date.”   

3 – Address And Invoice The Paying Customer

As mentioned earlier several details will need to be tied in together for this invoice to function correctly. One vital piece of information will need to be addressed in the next section which is under the heading “Bill To.” Here, the first blank line labeled “Name” refers to the Recipient of this paperwork. That is, the person that must pay this bill. Produce this Party’s identity accordingly then, input his or her current mailing address.    Now, focus your attention on the table making up the middle of the page. The first titled portion of this table is “Description” and will require reporting the reason for this paperwork. That is, give an adequate account of the merchandise or the service that requires payment.  The “Amount” column presents several requirements. Start fulfilling these requests with the cost of the service packages or merchandise you listed on the left. Enter this cost in the “Amount” box.    Sum up all charges to one total in “Subtotal”   If you are required to charge the Payer taxes, then this information must be presented. Input any such amount in the “Tax” box.     Add the value in the “Subtotal” and “Tax” boxes to one figure. Record this figure in the “Total” box.   

4 – Additional Topics Can Be Documented If Required

A basic term of payment has been supplied at the bottom of this invoice as a matter of convenience. Often, it is a good idea to allow a grace period that spans a few days to allow the Customer to make an on-time payment easily. This grace period also functions as a time-limit. Find the blank line in the first statement on the bottom left and report the amount of days constituting this grace period to its contents.  If you must address more topics with this paperwork, then turn your focus to the phrase “Comments Or Special Instructions.” You can include some brief comments on the two blank lines provides, name an attached document with more information, or insert more lines to report on topics as necessary.   

How to Write in MS Excel

Download: Microsoft Excel (.xlsx)

1 – Secure A Copy Of The Excel Invoice Template For Future Use

You can send an invoice to any entity that you have provided a service or merchandise that requires paperwork to submit payment. When you are ready to download an excel invoice for this purpose click on the “Microsoft Excel (.xlsx)”

2 – Introduce Yourself As The Payee

The Sender of this paperwork is often the same entity as the Payee. This is the entity or individual who requires the payment this invoice calls for. Begin identifying yourself by placing your professional logo in cell A1.      Cell A2 allows you to pair your “Company Name” with the logo you attached. Enter this name with any suffixes listed on the books when your entity is being identified to Consumers.    Your “Name” will be the next requirement for this paperwork. Furnish it to the contents of cell A3.   The Recipient of this invoice will need to be able to refer to this area for your mailing address. Thus, produce the necessary address lines in cells A4, A5, and A6. This will require you report the building number/street/suite number or P.O. Box in cell A4, your city/state/country in cell A5, and your zip code in cell A6.    The “E-Mail” address where you receive official correspondence is the next item you must enter. Present it for your Customer in cell A7.
Finally, place your “Phone” number in cell A8     

3 – Directly Invoice Your Consumer

Cell A11 is the next cell in column A where data must be presented. Input the “Name” of the person this invoice is being sent to.    Proceed down this column to submit the Recipient’s address information to the next three cells. As with the header, each line in this address has its own field of display.   Return your attention to the top of the page for a moment. Cell F4 requires that you delete the hashtag symbol it displays then input this bill’s invoice number in its place. The invoice “Date” has already been produced for your convenience in cell H4 as the current day (enter a more appropriate date in cell H4 if desired).   The focus of this document will be the work or the merchandise that requires payment from the Recipient you named above. Cell A17, which is titled “Description,” accepts any basic information that will aid your Customer in identifying the reason for the money he or she is being called to pay.
Now, inform the Payer of the cost of your merchandise or service by inputting it in the “Amount” (cell H17). Make sure the “Subtotal” is presented in cell H18    Complete this invoice table with the “Tax” your Customer must pay. Cell H20 must show the sum of “Subtotal” and “Tax” as one “Total” dollar amount owed for this invoice.

4 – You Can Place Instructions For Payment Along With Other Topics

Notice that while the invoice table has been completed there will be two additional cells in column A where you can choose to apply to this document. The first is cell A21 where the number you enter in substitution of the bracketed symbol will be the time limit (in “Days) that you place on an on-time payment.     You may continue reporting additional topics or provisions to this paperwork by directly entering it to the contents of cell A22.