How to Make a Construction Invoice in Apple Numbers?
Did you know that each year there is a total of 400 billion invoices produced by businesses in the world? This data tells us that invoices are important business documents. Without this form, a business would not be able to track expenses, and budgeting or making estimates will be challenging. Today, invoices have evolved from a paper document to a digital form. Even sales transactions have shifted to digitalization. Despite this change, there are still loopholes that need fixing. According to an article posted by Objectiflune, the percentage of sending invoices to the wrong recipient ranges from 7 to 15%. The reason for this condition is that 90 percent of the world's total invoices are manually handled. That makes these invoices prone to errors and the risk of being lost.
If you operate a construction firm, you have to optimize the use of an invoice. And to be successful in using this document, make sure to avoid errors. To prevent mistakes in your construction invoice, follow these simple steps and make a construction template in Apple Numbers.
1. Launch and Personalize
Open Apple Numbers and take a 'Blank' workbook or worksheet and proceed into making it. To begin, always remember that an invoice is a business document. That said, take the opportunity to make your identity as a brand shine on your invoice. To do this, personalize the layout and design of your document. To be successful in highlighting your brand as a construction business, choose the best colors that represent your company. Plus, do not forget the logo of your firm. All these will give your invoice a formal and professional look.
2. Provide Relevant Contact Details
Do not forget that an invoice is a transaction document, which means it involves two ends—where it is going to and where it is coming from. Though this part of making an invoice is fairly simple, many tend to overlook providing the invoice with the right contact information. These are the contact details you can include: name of the company, email, business address, and phone number(s). These details can even make the invoice look formal and professional with which you could track your sales.
3. Require a Due Date on the Invoice
The most important part of an invoice is its payment information. As a professional, you understand the importance of monetary resources and internal cash flow. So, make sure that you are getting great business returns from your investments. Provide the due date to notify the recipient when he or she needs to pay the dues.
4. Highlight Payment Information
Transparency is important for both businesses and customers. In making the invoice, make sure you properly breakdown what services or products your customers need to pay for. This way, the form payment method will be seamless. Also, if you accurately provide the payment details, your customers can easily understand the invoice.
5. Properly Format the Invoice
To finish your task in making a construction invoice, go through the document, and make sure you did formatting properly. You can adjust if you want to. Lastly, make sure all the information is correct.