Overview
This excel invoice template will help you create a sales invoice to keep record of your company's transactions. Use this template as a guideline and modify it to create your own invoice! This template is one of CFI's startup templates that are provided to give young companies tools to become more efficient. An invoice is used to lay out all of the terms and conditions for a transaction. It also includes all the details regarding the goods that were purchased and the amounts owed. Additionally, an invoice acts as a legally enforceable document.
Elements of an Invoice
There are many important parts of an invoice, although they do not all have to be included. You will find most of these elements included in our excel invoice template. These elements include:- invoice number or reference number
- date the invoice was created or issued
- payment due date
- contact information and address of the vendor
- billing address and contact information of the buyer
- shipping address and contact information of the buyer (only if goods are shipped)
- description of the purchased goods and services
- number of units, price per unit, and the total price of all the goods or services that were purchased
- total price of the transaction, including a breakdown of any discounts or taxes applied
- payment terms, including the method of payment, banking information, the payment due date, and any discounts for early payment
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