Real Estate Assistant Invoice Template on this page will grant the ability to easily bill your Clients for the real estate services or paperwork your Business provided. This document has been segmented into several sections each allowing you to report and display specific content regarding what your Client ordered and how much is owed as a result. As always, make sure to retain a copy of the finished paperwork for your records so that it can be updated or discussed as needed.
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
1 – Acquire The Invoice To Bill Real Estate Assistance Clients Through This Site
This paperwork can be obtained in one of two areas on this page and one of three formats. For the moment we will concern ourselves with the “PDF” or “Word” versions of this invoice. Locate the caption area under the preview then download this file in the format you prefer or click on the appropriate text-link above.
2 – Provide The Real Estate Assistant’s Contact Details
The beginning of most official correspondence from a Business must display two basic details; the Sender and how to contact the Sender. Thus, begin this document by entering the Real Estate Assistant’s entire “Company Name” (including suffixes) at the top of the page. The “Name” of the Real Estate Assistant running or representing this business must be supplied on the line directly below this. 
The building number, the street name/number, and the suite number where the Real Estate Assistant expects mail should be provided on the “Street Address” line. Displayed below these are two additional spaces (“City, State, Country,” “Zip Code”) where you must complete the remainder of the Real Estate Assistant’s business or mailing address. Two more contact items should accompany the mailing address above; the Real Estate Assistant’s business telephone number and email address. Display the first on the line labeled “Phone” and the second on the line labeled “E-Mail”
3 – Address The Real Estate Client With The Invoice Number
The Real Estate Client should be addressed directly with the subject of this correspondence. The “Invoice #” will be the title of this document when referring to it in a filing system and should be produced on the blank line bearing this label. 
The “Date” line in this document must be set to display the calendar date when the invoice becomes officially active. Generally, this is the same calendar “Date” when the document is generated. Record this on the blank line with the appropriate label. Now, input the Real Estate Assistance Client’s legal “Name” in the next section (directly under the bold heading “Bill To”). 
Additionally, display the Real Estate Client’s full address by typing in its information to the set of blank lines beginning with “Street Address” and concluding with “Zip Code.”
4 – Bill For The Services Provided To The Real Estate Client
The Client we addressed will expect a report on the real estate services being purchased. List them by contract, date, or filing in the “Description” box. 
The real estate charges that are being applied to the Client must be listed in the “Amount” box. Add all the real estate costs in the “Amount” box above to one “Subtotal.” This will not include any taxes owed. The “Tax” (if any) that is owed by the Real Estate Client for your services will need to be applied in the next box down this column. Take a moment to review the figures you have input. These must be accurate. When you are ready to proceed add the Real Estate Assistant’s “Subtotal” to the “Tax” owed and display the result as the “Total” amount owed in the last box. Many of your Clients will submit payment according to their timetables. Thus, if preferred, a sentence at the bottom of this page can be used to inform him or her of how much time is given for an on-time payment by recording it as a matter of “Days” in the “Payment Is…” statement. 
The final two empty lines are a free-form area for your use where you can include additional instructions, content, or cite any necessary attachments.
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
1 – Download The Real Estate Assistant Invoice To Your Machine
The excel template you require to bill your Real Estate Assistance Clients is available through the text-link above. You may also notice a preview of the template on this page. The “Excel” button below it will also give you access to this file.
2 – Produce The Real Estate Assistance Business’ Information
Cell A1, the first field of this sheet, is reserved for the Real Estate Assistance Business logo or letterhead banner. You may upload an image file to this field to display it then, input the legal name of the Real Estate Assistance Business in cell A2. 
The set of fields constituting cells A3 (labeled “Name”) through cell A6 (labeled “ZIP Code”) act as a display area for the mailing address where the Real Estate Assistance Business would expect a response to this invoice sent. The “Name” you enter in cell A3 must be that of the Real Estate Assistant who provided service or a Representative of the Company. After you have produced it, continue down column A with the address items requested. A separate field is reserved for the “Street Address” (Cell A4), for the “City, State, Country” (cell A5), and another for the “Zip Code” (cell A6). Document the “E-mail” (cell A7) and “Phone” (cell A8) where the Client can reach the Real Estate Assistant Business to complete this area.
3 – Use The Invoice Table And Description Table To Invoice The Client
The next area you must tend information to is on the right of the page. Locate the text in cell F4 then replace it with the invoice number to be used for the real estate assistance being billed. Once this has request has been satisfied, proceed to the adjacent cell and verify the current calendar date as the invoice “Date” you wish used or change the contents of this cell accordingly. It is time to name the Real Estate Assistance Client who this bill is targeting. Input this individual or entity’s full “Name” in cell A11 then present the items making up the Real Estate Assistance Client’s mailing address to the contents of cell A12, A13, and A14.
After addressing the “Bill To” Client, produce a concise but clear “Description” of the real estate assistance services, filings, and/or products requiring payment in cell A17. 
The cost of the real estate assistance must be entered in the adjacent field, cell H17. The total cost of all the services, filings, or products listed above should be displayed as one sum in H18 (“subtotal”). If the Real Estate Assistant must assess and include taxes on the services/filings above, such information must be listed separately in cell H19 (“Tax”) The “Subtotal” of real estate assistance provided and “Tax” that must be added should now be combined to one sum. Report this as the “Total” in cell H20
4 – Additional Statements And Information Can Be Made
Apply a set of “Days” in which the Real Estate Client should respond by payment in cell A21 by deleting the brackets in the statement this field displays and replacing them with the number of “Days” in which a payment is expected. 
Cell A22 is available for additional items such as comments or attachment titles.
