Create Your Perfect Shop Invoice Template for Planning

Shop invoice template for Planning

in this training you'll learn how to fill out a One-Stop efficiency shop invoice first you want to start by filling out your company name and information here after that you can choose to save this invoice as a template by clicking this button you will need to up update the invoice number each time you make a new one the date will autop populate to the current date next you want to fill out the address where the project was installed please note that the installation address and the billing address for your customer may not be the same and will need both if they are the same you can click this button and the address will autop populate for you after after that you will want to fill out the information about the materials used in this section you will need to fill out the quantity of each item provide the manufacturer name the part number and a description of the item after that you can provide a unit cost for each item as you can see the invoice automatically figures out the total price for the materials for you however if you don't want to fill out the unit costs you can manually enter in a lump sum material subtotal but keep in mind that if you do enter it manually you will delete the function that auto figures the subtotal for you so you will need to enter totals manually in the particular box that you used I've gone ahead and filled out a few other lines so that you can see how the totals from each entry total up at the bottom in the subtotal material box if you don't want to include any individual cost for materials you can manually enter a total material lump sum here as well this is also where you will enter your total labor charges this is a figure you will always enter manually if you need to add more invoice lines you can do so by pressing this button here if you have other totals that you are including you can open up a box to enter them by clicking these buttons on the right you can add sales tax recycling shipping permit fees fees for lifts and other charges not listed each of these boxes will need you to manually enter the totals if you've entered a total you decide not to include you can click the button to hide a specific total and the Box containing that total will disappear if you hide any of these boxes the amount you entered into it will be subtracted from the grand total below so please make sure to double check that all the charges you wish to include are visible if you have any other information you think we should know you can fill out the comment section here if you have any questions about filling out or submitting an invoice please don't hesitate to contact any One-Stop staff member for your convenience you can find printed instructions for this invoice by clicking this button thank you for participating in this training