Create Your Invoice and Receipt Template for Sales Effortlessly
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How to use an invoice and receipt template for Sales
Creating and managing invoices and receipts can be streamlined with airSlate SignNow, which serves as a practical tool for businesses of all sizes. With its user-friendly platform, you can easily generate documents, gather signatures, and ensure compliance, all in one place.
Step-by-step guide to using the invoice and receipt template for Sales
- Navigate to the airSlate SignNow website in your favorite browser.
- Create a free trial account or log in to your existing account.
- Choose the document you wish to sign or send for signature and upload it to the platform.
- Transform your document into a reusable template if you plan to use it multiple times.
- Open the uploaded document to make necessary changes, such as adding fillable fields or specific information.
- Insert your digital signature and designate signature fields for any recipients involved.
- Click on 'Continue' to configure settings and send out an eSignature invitation.
Using airSlate SignNow not only simplifies the signing process but also signNowly boosts productivity by minimizing paperwork and accelerating transaction times. Its scalable, easy-to-navigate interface is perfect for small to mid-sized businesses.
Why wait? Start maximizing your efficiency today with airSlate SignNow and transform how you manage your invoices and receipts!
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FAQs
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What features are included in the invoice and receipt template for Sales?
The invoice and receipt template for Sales includes customizable fields for item descriptions, pricing, and payment terms. It also allows you to add your business logo and branding to enhance professionalism. Additionally, you can integrate it with your accounting software for seamless financial tracking. -
How much does the invoice and receipt template for Sales cost?
Pricing for the invoice and receipt template for Sales varies depending on your subscription plan. airSlate SignNow offers several cost-effective options to fit businesses of all sizes. You can start with a free trial to explore features before committing to a paid plan. -
Is the invoice and receipt template for Sales easy to customize?
Yes, the invoice and receipt template for Sales is designed for easy customization. You can modify the template to better suit your business needs, including adjusting layout and adding specific fields. This flexibility helps create a more personalized document for your customers. -
Can I integrate the invoice and receipt template for Sales with other applications?
Absolutely! The invoice and receipt template for Sales can be integrated with various applications like QuickBooks, Zapier, and Google Drive. This connectivity streamlines your workflow and enhances efficiency by allowing seamless data transfer between platforms. -
How does the invoice and receipt template for Sales benefit small businesses?
The invoice and receipt template for Sales benefits small businesses by simplifying their billing process and ensuring accurate record-keeping. It saves time by automating invoice creation and sending while helping maintain a professional image with custom branding. This can lead to improved customer relationships and increased cash flow. -
Is electronic signing available with the invoice and receipt template for Sales?
Yes, electronic signing is included with the invoice and receipt template for Sales. This allows your customers to sign documents securely online, enhancing the speed and convenience of the transaction process. It minimizes paperwork and allows you to finalize agreements faster. -
What security features does the invoice and receipt template for Sales offer?
The invoice and receipt template for Sales includes advanced security features such as encryption and secure access controls. This ensures that your sensitive financial data and customer information are protected from unauthorized access. Additionally, compliance with industry standards gives you peace of mind. -
Can I track the status of my invoices created with the invoice and receipt template for Sales?
Yes, you can track the status of your invoices created with the invoice and receipt template for Sales. The platform provides real-time tracking, letting you see when invoices are viewed and paid. This feature helps you stay on top of your accounts receivable and manage cash flow effectively.
What active users are saying — invoice and receipt template for sales
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Invoice and receipt template for Sales
customizing your invoices helps you put your best foot forward whenever you communicate with your customers let's go over how to update your invoices so that they match your company's branding and how to choose what your customers see and don't see on the invoices you send first select settings then custom form Styles every company starts with a standard style for sales forms this is your default template you can select new style and start from scratch to create a style for one specific form or just edit the standard style to make changes to all your forms at once in this video we will show you how to create a new customized template for an invoice go to new style and select invoice let's start in the design tab this is where you decide the overall look of the template select change up the template and select a template as per your liking to decide the basic layout every good sales form needs a logo just select make logo edits and then select add a logo select the box with the plus symbol then browse to upload your company's logo finally select save the colors on your forms change based on the colors of your logo but you can select try other colors and then choose a color to change that you can also change your font by selecting select a different font then choosing the required font from edit print settings you can change your layout settings like the page margins select use letterhead paper if you want to you print your forms onto letterhead paper by selecting fit to window envelope you can also layout forms so that when they're printed they fit into a windowed envelope this however isn't available if you chose the fresh or bold template above select content to update what info you want to include on your forms forms have three sections the header table and footer select any of these sections to edit them in the header you can choose which contact information you want to include when you send forms to customers the form names appears towards the top but you can turn this option off and you can also change the name of each form for instance if you send quotes instead of estimates just replace it most businesses include the transaction number but you can turn it off by selecting use custom transaction numbers you can also choose whether or not you want to number transactions manually finally choose whether or not you want to show shipping info terms and even custom Fields these options depend on your company's sales settings information about what you're charging your customer for is in the table section an account summary is optional but it's handy if you send invoices to customers who already have balances with the show on invoice option turned on your customer sees what they owed before the invoice as a balance forward new charges or the total amount due go to the activity table to customize the details about the products and services you're charging a customer for this is where you can edit and reorder the service date name of the product or service description tax quantity rate total amount and SKU Fields your customer will see only those fields which you have selected with a check mark so you can choose what's shown and what's not you can change the order the fields are listed in just drag it to where you want it to go like this select edit labels and widths to change the column labels and widths enter the new label in its field and use the bar to shrink or widen a column width column sizes have a finite space so you may need to shrink one before you can widen another there are a few more activity options available you can decide if you want to group your invoices by time or type whether or not you want to show how much of an estimate has been invoiced through progress invoicing and how you want markups for billable expenses to appear these additional features appear if you turn them on in your settings the last section is the footer this is where you can include information about discounts you've given a customer the deposits you've received from them or your tax summary also if you're creating an invoice based on an estimate you can choose to include a summary turn on the options which you want to show to your customer you can also personalize your messages to customers on invoices you can change the font size if required you may choose to add your payment details in the field provided here finally there is an optional field to add a footer text that appears at the very bottom of an invoice this is usually used for disclaimers here again you can change the font size and the alignment of the footer text you can also customize the emails that you send to your customer with an invoice by selecting emails select the sales form type in this case invoice then select if you want the full details or only the summarized details of your invoice to appear in your email you can also choose to attach your invoice as a PDF in the email by selecting PDF attached you can customize your subject line in your standard email as well as the invoice payment reminder email that you send to your customer you can then select whether you want to use a greeting as well as the type of greeting you want to use further you can choose how you wish to address your customer by selecting the appropriate name format and finally you can customize the message you want to send to your customer select preview PDF if you wish to see a preview of the customized invoice template which you just created when you've finished select done you can customize other sales forms like estimates and sales receipts in a similar way now you're ready to customize your invoices you send to customers
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