Simple Invoicing - This article explains how you can organize your invoice files and store copies of the invoice for billing repeat customers.In this template, all you need to do is select "RECEIPT" from the drop down box in cell H1 and a note will appear below the total that says "Paid in full. You could change the label to QUOTE # to refer to a previous quote, or you could just delete the label and leave the field blank.Ĭreating a Receipt: If you need to give a client a receipt after they pay the invoice amount, you can just change the label at the top in cell H1 from "INVOICE" to "RECEIPT" and add a note below the Total saying something like "Paid in full." If you think your client may not understand that, you could change the label to DUE DATE and enter a date.Ĭustomer ID: If you are only billing a few clients, you may not need a Customer ID field. Date Due: Including the phrase "Net 30 Days" in the TERMS field means that the invoice is due 30 days after the goods are received or the services have been performed. The 'Traditional Name' or the 'Preferred IUPAC Name' name can be found after drawing a structure, then click Insert and IUPAC Name. Although it is the default structure editor for Reaxys, it can be downloaded for personal use.
It is extremely easy with Excel 2010 or later to create a PDF - Just go to File > Save As and choose PDF. MarvinSketch is a chemical editor for drawing chemical structures, queries and reactions.
It is not as professional to send an invoice in an editable format like an Excel or Word document.
Mail it or send a PDF: When sending an invoice to a client, either print and mail a paper copy, or send a PDF. On this next step, you need to structure your workbook and place the dashboard as the first tab for easy access. With an Excel table, you will be able to name your rows, columns, and cells however you like. You probably don't want your client to know that this is the first time you have ever billed anybody. Then, set up an Excel table with the raw data on another tab.
If this is your first invoice, start with an invoice number of 1042.