What info to put on an invoice spreadsheet?

[samdesigns]

Currently, we have the client name, email, company, invoice number, project type, revenue, cost, profit, deposit, deposit paid, project start date, project end date, paid, description.

It's my way of tracking practically everything I need to know. If I design a brochure and get it printed on behalf of the client, I'd put £800 in revenue, £200 in cost, and £600 in profit for example. Deposit isn't always required so it's sometimes left empty. It also allows me to see whether someone has paid or not (there are red, yellow and green indicators).

I like using Excel, it's an easy spreadsheet that calculates everything for me at the end (revenue, profits etc). Lets me see what projects we do more than others etc.

I'm just wondering if there's a better way for me to do this, or anything I'm missing on the list?

 

[Financial-Modeller]

Start again.

Think about what are you trying to achieve?

Decide what information you need to achieve it.

Use that.

 

[Paul Kelly ICHYB]

Why not use accounting software that allows for project management?

 

[MyAccountantOnline]

Currently, we have the client name, email, company, invoice number, project type, revenue, cost, profit, deposit, deposit paid, project start date, project end date, paid, description.

It's my way of tracking practically everything I need to know. If I design a brochure and get it printed on behalf of the client, I'd put £800 in revenue, £200 in cost, and £600 in profit for example. Deposit isn't always required so it's sometimes left empty. It also allows me to see whether someone has paid or not (there are red, yellow and green indicators).

I like using Excel, it's an easy spreadsheet that calculates everything for me at the end (revenue, profits etc). Lets me see what projects we do more than others etc.

I'm just wondering if there's a better way for me to do this, or anything I'm missing on the list?

You could save yourself a lot of time and hassle using accounting software to create your invoices.

I like and use Accounts Portal and FreeAgent but most have similar invoice features.

You'll instantly be able to see outstanding invoices and most software will enable you to export the list of invoices so that you can use it in Excel if you want to.