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Professional invoice design for Finance

So today we're going to go through how to make an invoice in under 60 seconds using an automated invoice template let's go let's start up with our invoice template I've just made it a bit bigger so we can all have a look um and we have our how to use as well as all the instructions that we need to complete it now let's start off with the main invoice let's just make it a bit bigger so we can see it a bit better so you can see first and foremost in the corners that there are different different guidelines to help with filling out the sheet in case you get stuck [Music] and let us start with looking at the different classifications so first of all let's do the date and let's do the invoice number and we're also going to then fill out the from details which in this case will be yourself who is invoicing the client and then we also need to do the customer information as well including the full name email telephone number address and post codes so let's get all of that done and out of the way um the terms and conditions are also there uh by default and by default it is written as 14 days so we're going to change that to 7 Days payment should be made through 7 days but you can always easily change that depending on your needs and requirements we're also then going to add in the details for payment and we're going to get started with the classifications so when we go to the first one we can see that it is known as certification which is the default one that has been put there and we can easily change it by just writing in what our new description is for this genre of job let's for example let's say that the classification is called large jobs and let write a description of bricklaying so we can see as soon as we change it on A1 that the column C has now change to large jobs for all of the ones that you now put in this example we're going to be doing for electricians so we are going to change the classification to certification and write down all of the certificates we have including the price range and points that we have for each respective job let's write eicr and you can automatically see that the classification shows up and the allocated code shows up more on that later now let's also add the next ones emergency lighting EIC and fire alarm system inspection now let's now add in our rates which include hourly rates new installation alterations and Replacements you'll see that they have a specific letter allocated for each we'll get to that later now let's go to the service summary what this is is a compleation of all of the classifications classification 1 through to five now let's go back to our invoices Tab and start doing this very easily and it's something which you can do in under 60 seconds definitely once everything has been set in place so let's start off with code one and then let's use Type n so let's go back and just check it quickly we know that the price is 120 and now as soon as we insert one we can see the description of eicr comes automatically now the price will be displayed as soon as you write in the type so we are going to write in for new installation then we're going to write a quantity of two and you can see that the total has already shown up and we're going to add a discount of £40 not that the discount must be a negative value for it to have an effect otherwise you're going to be adding values now let's go back to our classifications tab to check on something else and let's look at fire alarm in system inspection and let's choose this time the alterations which cost £10 each now as soon as again as soon as you write in code for the description fire alarm system inspection comes up and then now we're going to add in a type for it to then display the price now let's go a bit quicker now let's write 3 n which is EIC and N is a new installation now we're going to write quantity of five and as we can see the total is already there so now let us now che check what each of the other classifications are so as you can see there is some there by default to make it easy for everyone to work with 2 three and four so two is showing domestic work number four showing industrial work number five is showing EV charges so let's go to classification 4 which is industrial work it's got an allocation code of 16 which is the one you need to look up and let's choose replacement which is R let's write 16 R and as you can see three-phase board price is there put in your quantity again put in any discounts remember it to be a negative value and the total shows up now let's start finishing off this invoice let's put in a logo and now let's look at that bonus feature so as you can see this is a vat invoice so what if your company was not vat registered what do you do then that's not a problem with this invoice template let's go to service summary where we can automatically toggle between vat and non vat mode we just write an N here and as you can see there's no vat anymore and it just calculates the subtotal and adds no vat and as soon as we write a yes again a a y a capital Y vat is at a fixed percentage of 20% and that's really all there is to it the invoice is now complete now let's have a look at one more thing you see that there is a fixed and allocated Cod this is all done automatically with the formulas that are inputed into the Excel file so let's say I were to get rid of the last one the final one that's there is three so theoretically classification 2 should start with the number four and it does as you can see because it automatically finds the value and ensures that it goes in an arithmetical way an arithmetic sequence where it goes up and that's all the rest for today's YouTube video tutorial on how to do an invoice in 60 seconds to get this template and menu other great ones check out my link below in the description