Sending invoices - format

[poshgaffer]

Dear All,

I am about to send my first invoice for recruitment services, does anyone have a standard form to use?

Many thanks,

poshgaffer

[coxadmin]

Excel has a template. I looked at that and based mine on that.

Alternatively, have you considered using a Virtual Assistant for your admin work? I offer all sorts of administrative services, including raising and posting invoices. If you would like more information about how we could work together, please don't hesitate to contact me.

[rebellion]

Hi Coxadmin,

How do you get excel to bring up the template?

Thx

Reb

[DuaneJackson]

You might want to try www.kashflow.co.uk. You can use it for free for 60 days and it will create the invoices for you as well as lots ofd other useful stuff

[rebellion]

ta for that Duane

[DuaneJackson]

No problem,

I'm sure you'll find it very useful.

When, after the 60 days, you decide to go ahead and pay for it, let me know first and I'll make sure you get a discount.

[rebellion]

great, will do, cheers.

[coxadmin]

Hi Coxadmin,

How do you get excel to bring up the template?

Thx

Reb

Hi Reb

It depends on the version of Excel you're using.

Assuming you're using 2002 or 2003, ppen Excel and make sure the Task Pane is showing by clicking View then Task Pane. Under the heading New from template, click General Templates. That opens a box headed up Templates - click the tab labelled Spreadsheet Solutions and click Sales Invoice, then OK.

You can then personalise the template, accordingly.

[rebellion]

thank you coxadmin

[007helen]

Hi

When sending invoices should i include my omapnies bank account details or just expect a cheque. Im dealing with large companies and want to look professional as i think if they know you are a small biz they feel they can try and not pay etc

[Alpha]

Helen

I would include your bank details as many large companies prefer to pay by BACS transfer.

If they do this it will be cheaper than cheque when bank charges kick in.

[DuaneJackson]

You don't have to include your bank details. But in order to get paid as quickly as possible we always list the different methods to pay at the bottom of the invoice, including bank details for a bank transfer.

As Alan said, some large companies prefer to pay by BACS. You'll also find many smaller businesses do too.

[coxadmin]

Nearly all my client's invoices are paid by BACS and I prefer to pay my supplier invoices that way, too.

[Janebert]

I use Quickbooks (the babyest version). It cost me about £70, and it takes about 2 mins to raise an invoice and email it off - superb!

Before that I used excel, and it got a bit fiddly and messy.

Jane

[elite123]

If you get any debts in the future use www.elitecollections.net

Any q's post me.

Thanks

Anthony