SAMPLE INVOICE TEMPLATE HOW TO
SAMPLE INVOICE TEMPLATE PDF
SAMPLE INVOICE TEMPLATE GENERATOR
SAMPLE INVOICE TEMPLATE UPDATE

If you email your invoice directly from Invoice Simple, you will receive a notification when your customer views the invoice. Then, check in on the status of your sent invoice. The client simply clicks on the link or the attachment to see the invoice.

SAMPLE INVOICE TEMPLATE PDF

You can include a link to your invoice in the email or send them a PDF of the invoice as an attachment.

SAMPLE INVOICE TEMPLATE GENERATOR

Our invoice generator gives you two easy options to send an invoice.įirst, compose an email to your client.

SAMPLE INVOICE TEMPLATE HOW TO

Once your first invoice is complete, you’ll need to learn how to send it to your client.

Customize your invoice by adding a logo and selecting your brand color.Write payment instructions and terms in Notes section.If applicable, enter the tax rate, type of currency, and discount amount.Add each line item, along with a description, rate, and quantity.Fill out your client’s details in the For section, including name, email, and address.Add your company details in the From section, including the name, phone number, and address.The first time you create an invoice, you'll need to add some information to the blank invoice template. Below, we’ll dive into how you can customize your invoice to be unique to your business. These step by step instructions will show you how to create an invoice that includes all the standard elements of a professional invoice. Invoice Delivery settings need to be configured in order to define how an invoice is delivered and what invoice template is used.How to make an invoice using the invoice generator The invoice summary page will appear as below after billing of account. Upload the Microsoft Word invoice template document by clicking on Upload button and selecting the Word document you createdĬlick Save to save the invoice template configuration Repeat the steps above to add additional variables on the Word document Upload the Invoice Template to LogiSense BillingĬlick the button to add new Invoice templateįill out the template details (sample configuration settings shown below) The token will be added in the document as shown below:Ĥ. Next paste the variable in the Field name field shown under the Field properties section On the left select MergeField from the Field names: list Right-click within the curly braces and the following options will appearĬlick on Edit Field… and the Field window will load A set of curly braces will appear as shown in the image below The sample here shows how to add a variable to display the billing contact’s name after the ‘ATTN’ text.Ĭlick after the ATTN: text on the Word document and press CTRL+F9.

SAMPLE INVOICE TEMPLATE UPDATE

Update the values for the mail merge fields with token values (steps included after template sample below) logo, company address, basic invoice information like “Invoice Number” etc.Īdd headings, support contact, billing contact information, charges summary, total amount etc.Īdd company head office address in footer Create the Invoice Layout in WordĪdd information in the header e.g. You can now reference the csv file to look up variables that correspond to the data you want to display on your invoice template. To download the complete list of variables click the Download CSV button On the Variables modal that loads the variables that can be used in templates will be listed. On the Templates screen select the included system default Sample Invoice template on the left and then in the Edit Template panel on the right click the Field Tagger button to load the list of available variables Log into the LogiSense Billing applicationĬlick on the Setup menu, Extensibility and then Templates

Sample Configuration Download Invoice Template Variables in LogiSense Billing Microsoft Word is required for invoice layout design If you wish to proceed to configure billing settings, products and accounts you can do so and return to configure an invoice template at a later time. LogiSense billing comes with a stock invoice template, therefore you do no need to create an invoice template in order to configure the base system settings needed to get you up and running.

Sample invoice template