10+ Invoice Templates in Google Sheets
Let’s say that a buyer and a seller are just about ready to finalize the transaction. Before they actually proceed with any kind of exchange, both are going to want to learn about the details such as what products/items are being provided and how much exactly everything is worth. You can also check out invoice templates.
The best tool that can easily help out with that would have to be an invoice. This article is going to teach you all that you need to know in order for you to be able to come up with a proper invoice.
Elements of an Invoice
Before you can even begin making an invoice, it is very important that you are able to learn about the basic elements of one. Without them, the invoice will lack the desired information that would tell both the buyer and the seller everything that they need to know about the transaction between them. So having them in the invoice will undoubtedly be very helpful.
Here are the basic elements that just about every good invoice is going to need.
1. Seller Information: The three things that you will need to put here would be the name, address, and contact information of the seller. Whether it’s a business or a name of the person, it’s very important that you put in the complete name into the document. The same goes for both the address and the contact details as the buyer will definitely need both in the event that he/she would like to communicate with the buyer.
2. Invoice Number: Every invoice created should have its own standard invoice number. The reason for this is because the invoice number is a helpful part of the document that allows the seller to keep track of the particular transaction. So long as either the buyer or the seller knows the invoice number, then recalling information on a specific transaction between the two should be no problem at all.
3. Date: Never forget to include the date in which the invoice was made. This will definitely come in handy should there come a time where one needs to prove when exactly the invoice was provided.
4. Product/Service Details: Every invoice will have a list of goods/services that have been provided by one party to another. You must be able to provide all of the details such as the names and descriptions of everything listed down, as well as the prices of each individual item.
5. Payment Details: This is where the seller will need to indicate exactly how much the buyer is going to have to pay for all of the items within that has been listed down. It also has to state other important pieces of information such as the method in which the buyer is allowed to pay for whatever amount is in the invoice.
10+ Invoice Sample Templates
Standard Invoice Template
Free Car Invoice Template
Simple Invoice Format
Modern Invoice Template
Cleaning Invoice Template
Rental Invoice Template
Plumbing Invoice Template
Education Invoice Template
Lease Invoice Template
Tax Invoice Template
How to Make an Invoice in Google Sheets
Now that you know exactly what should be inside of a receipt, the next thing that you are going to have to learn is how you should go about in making one. If you know how to make an invoice, then you should not have to worry about it being able to provide the customer/client with the details regarding the exchange.
So to make sure that you won’t have to worry about making one, here are the steps that will help you come up with a proper invoice via Google Sheets.
1. Access Google Sheets: The first thing that you are going to have to do when it comes to making an invoice via Google Sheets is to learn how to access it. What this means is that you will need a Gmail account if you want to be able to make it in Google Sheets. If you do not already have one, then you simply need to register for one at Google’s main website. Once that’s done, be sure to do the following:
- Open up your Gmail.
- Click on “Sheets”.
- Choose if you would like to start from a blank document or if you want to use a template.
As you can see, the steps required to make an invoice via Google Sheets is fairly quick and easy. You can also use the exact same method to help you come up with other types of documents should you wish to do so.
2. Provide the Information that the Invoice Needs: Let’s say that you decide not to use a template when making your invoice. Should you choose to go with the option of starting from a blank document, then that means you are responsible for ensuring that the invoice has all of the information that it needs. So knowing that, be sure that you are able to provide the following:
- Seller Information: Remember that the buyer will want to know exactly who is responsible for the invoice’s creation. Be sure to include the name, address, and contact details of the seller into the document.
- Buyer Information: Not only must the seller provide his/her information but so must the buyer. This is to ensure that the everything that is going to be provided by the seller makes its way to the right person. Include the buyer’s complete name, delivery address, and contact details.
- Invoice Number: Never forget to include this as it will help both the buyer and the seller when a situation calls for them to recall a transaction between them.
- Item Details: This is where you point out all of the details regarding what the seller is going to provide to the buyer. Be sure to include everything from the descriptions of each item, the quantity in which they are provided, and their individual prices.
- Payment Details: The seller must make sure that the buyer is aware of the factors that contributed to the total amount that he/she has to pay. So what you’re going to do here is to put in the amount that the buyer has to pay as well as the method in which he/she will be paying it in.
Tips for Making an Invoice
- Do proper calculations: You will definitely want to avoid problems such as the buyer pointing out an error in the calculation that could lead to him/her paying for more or less than what was provided. To make sure that something like that doesn’t happen, you are going to have to ensure that you list down all of the prices accurately, as well as do an accurate calculation of everything that needs to be added up.
- Check on all the items that are on the invoice: if you want to be accurate with your calculations, that means that you are also going to have to look into all of the items that you have listed down into the invoice. Again, the last thing that you want is a customer/client that makes a complaint about paying for something that he/she may have not even ordered. So to avoid that, just be sure to check on all of the items that you have listed down.
Types of Invoice
Although you already know what should be inside an invoice and how to make it, you are still going to have to learn about the different types that you can create. There are many different kinds of invoices and each of them is meant for the different type of transactions. Knowing what they are should give you an idea as to which one you should create for the appropriate situation. Knowing that, here are a few examples:
- Business Invoice
- Consulting Invoice
- Contractor Invoice
- Sales Invoice
- Service Invoice
- Delivery Invoice
- Photography Invoice
- Generic Invoice
Should you wish to learn about the other types of invoices that you can make, or if you would like to learn about other types of documents, then you simply need to go through our site until you are able to get all of the information that you need.
When do I provide an invoice?
When it comes to providing the document, this is almost always before the transaction occurs. This is to ensure that the buyer is aware of all the things that he/she is to receive before it’s even given. That way, there won’t be any problems such as acquiring more than what’s needed.
Is an invoice a receipt?
No, but it can be treated as one. Take note that invoices are usually provided before a transaction is finalized while a receipt is finalized. Just remember that the invoice helps the seller track the sales of goods and services while the receipt acts as documentation for the buyer that the amount of the merchandise has been paid.
An invoice is something that you will need to learn if you’re in the business or providing a multitude of goods and/or services to many different customers. So long as you make the most out of the information found in this article and learn how to properly make an invoice, then you should not have anything to worry about.