How to Design a Billing Statement From Your Business

1





How to Design a Billing Statement
From Your Business
0
0

• Presented By Invoicera

2
Introduction
0

• Creating a professional billing statement for
  your firm is part and parcel of doing business.
• The billing statement you create should bear a
  professional look, and it should be
  understandable for the customer to read and
  navigate.
• You can start with any number of free invoice
  templates, but it is also important to customize
  your billing statement and make it your own.

3
Step 1
0

• Download an invoice template from a credible
  source.
• Using a template can save you a lot of time and
  help you get the professional look your business
  needs.
• Basing your billing statement on a popular
  spreadsheet program like Invoicera
• Excel makes it easier to integrate the data with
  your small business accounting and tax software.

4
Step 2
0

• Type the name of your business in place of the
  generic name on the invoice template.
• Use the formatting tools within your software
  package to change the appearance of the text as
  you like.
• Type the mailing address of the business on the
  following lines, making sure the text is large
  enough for customers to read easily.

5
Step 3
0

• Leave the name and address of the company you are
  billing blank for now.
• You can fill that information out when you create
  the actual invoices -- and even automate the
  process with a mail merge -- but on the template
  those fields should be blank.

6
Step 4
0

• Create a spot to list the purchase-order or
  work-order number.
• The template you downloaded should already have
  this field in place.
• If not, you can add it in any place that is
  easily visible to the customer.

7
Step 5
0

• Check the formula that calculates the total of
  each line item based on the numbers you input.
• The template you downloaded should contain a
  formula that multiplies the number of units times
  the price per unit to get the total cost.
• The template should also contain a formula that
  totals all of the lines and provides a net price
  to the customer.

8
About Invoicera
0
Invoicera is an online invoicing application that
was founded with the mission of simplifying
business communication. Our goal is simple -
simplify the process of account
receivable/management by facilitating a platform
that lets suppliers and vendors interact with
each other with ease, without the need of a phone
call or an email. Today, Invoicera is one of the
most powerful cloud-based invoicing application
with unparalleled features for various customer
types, flexibility, scalability and flexible
licensing powering more than 2M users and over
25 Enterprises generating more than 200M
invoices each year.
Click Here to Contact Us.