Depending on the type of business you are engaging in, you might have to spend a little more from your pocket than you had originally planned to. This might be because the price of equipment or some raw material increased and you were unaware of that while creating an estimate. In that case, if it has been previously agreed upon, that amount can be later charged to the client. However, for that, you have to present the latter with an expense receipt.
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5 Steps to Create an Expense Invoice In Google Docs
Step 1: Create a New Document
Open your browser and go to docs.google.com. Create a new blank document on the top left-hand side, write the title of the document as ‘Explain Claim Form / Invoice’. To the right-hand side insert the company logo. Write down the company name as well.
Step 2: Claimant Information
In the next section, write down the details of the claimant. This should include his name, company name or trade name followed by the GST number. Underneath it, provide space for the person to put his signature. After that, write the date. Write a statement below this saying that by signing the document, the person confirms the accuracy of the data provided.
Step 3: Expenses Details
After that, create a table to write down the expense details. Let the table have five columns. Give the heading of the first column, ‘Date’, that of the second, ‘Description’, the third, ‘Units’, the fourth, ‘rate’ and finally the fifth, ‘amount’. Fill it up with the relevant details and calculate the total.
Step 4: Client Information
In the section just after the expense details, write down the client’s information. This should include the name of the company, the name of the person who is responsible for approving this document, a place for him to sign, PO no., approval’s title, and the date. Write a sentence underneath stating that by signing here the person approves to reimburse the claimant with the mentioned amount.
Step 5: Notes
If there is some information related to this invoice that you wish to convey, you may put it in this section. An example of such a message might be stating that the prices included should be calculated after adding the GST if the company is GST approved.
5+ Expense Invoice Templates
1. Shared Unit Expense Invoice Template
If you are in a hurry and want to create a shared unit expense invoice in the least time possible, then your best bet to use a template like the one that we have provided here. If you would prefer to create the invoice in Google Docs, we have templates that can take care of that as well. You just need to take a good look at our site. There are templates that can help you in all possible situations.
2. Travel Expense Invoice Template
An employer might have to travel for company business. In that case, it is the responsibility of the company to pay the client back. If you are one such company, we have something to offer that would make the process much smoother. Download this travel expense invoice and make it available to the employees concerned. Their work will also become a lot easier.
3. Expense Claim Invoice Template
Our expense claim invoice templates are designed to make your job easier. So if you are looking forward to getting more organized when it comes to running your business, then you should seriously consider using this template that we have prepared to make the job of reimbursements easier. Your accounts department, as well as the potential claimants, will thank you for this.
4. Medical Expense Invoice Template
As a company, it is your duty to make sure that your employee is healthy and fit. So, in case he does incur some medical charges, the company should pay the bills. To facilitate this process we have selected this invoice sample in PDF that you can just download and start using immediately. If you would like to go through some variations, you can find plenty of them on our site.
5. Travel and Expense Invoice Template
The best way to reward brilliant students is by taking away some of the financial burdens from them. This expense invoice template has been created to ease that process. Feel free to use it in your institution and in case you need an invoice in Google Sheets, you can search our site for the same. Our templates are some of the best available on the internet and are fully editable.
6. Travel Authorization and Expense Invoice Template
If your business is growing rapidly and your managers have to travel all over the country, then you need to make sure that their expenses are reimbursed. We can make that process a lot smoother. You won’t have to do much either. Just download this travel invoice template and everything from then onwards should be a breeze. Just fill out the details and you should be good.