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Purchase invoice format for Insurance Industry

all ready everybody it's mu Michael elder here from carpet expert blueprint common in this video I'm gonna share with you how to fill out an invoice for your service based business now we are in the age of technology going crazy and you should leverage technology to make your business easier but the one thing that does not matter in the service business is your invoicing system we do not need fancy apps or anything like that to bill out your clients they actually prefer in many cases the old school paper invoice so this is a big invoice book a lot of times you can get about half size they'll cut cut off right here and a lot of times they'll be perfect for whatever services you're performing but if you have a laundry list of rehab type stuff do you get itemized everything and do the total at the bottom so here is how you would fill out an invoice for when your clients let's say you just finished a will do a carpet installation job on this one so we'll go to sold it to Sally Smith at 1 2 3 Main Street Cleveland phone numbers five five five five five five four four four four and that'd be crazy if that is so ins number and then you put your information over here so we're just gonna be Joe carpet guy ninety nine oh nine nine nine this is my phone number here nine nine nine nine context that all day long so we'll do uh min or EV six three two I'm gonna do the men are Ohio and then the date to 319 okay so this was a carpet job we said so we'll do one hundred yards I'm gonna keep the math a real simple on this because I don't feel like thinking will do supply and big series carpet for a pound pad in four bedrooms I will do over here what we're charging per yard for carpet pad and installation we'll do 18 dollars a yard at a hundred yards is gonna be 1800 so you put that over here now let's say you had some extras on that she had to bill for you want to itemize him in there so you can see everything they're paying for so let's also say we had to remove remove existing carpet new $2 a yard and over here we had a hundred yards so that it's gonna be $200 here and let's say there is loaded with furniture - so we'll go furniture moving personally charge $2 a yard for that as well so we'll put 200 over here so we got that's nice and sloppy there all right 1,800 200 200 so right here we're gonna do total $2,200 and then what you can do once they pay you if they pay you by credit card check cash just over here make sure you get paid before you do this but right paid in full if let's say they paid by a credit card paid in full via credit card and then just date it right here and sign off so put two three nineteen then boom you sign off everything's good and that is the simple way to fill out an invoice book and that's all you have to do now I will actually do a couple follow-ups to this for like an example of you are installing vinyl plank or if you're an hourly guy or gal doing a cleaning service I will go ahead and create a couple of us in the rows for that just so you know how to fill these out but this is totally good to go like this and just go ahead and use the old school paper invoices for a service business you don't need anything fancy whatsoever if you're gonna get fancy get fancy on your credit card processing services make sure you have cash app PayPal moon clerk stripe have all the options possible so you can get your money because people love using credit these days so make sure you take advantage of that if you have any questions about sending those up comment below I'll create a video answering those questions for you thank you so much for tuning in and I'll see you on the next one