Collaborate on Simple Invoice Format for Purchasing with Ease Using airSlate SignNow

Watch your billing procedure become fast and smooth. With just a few clicks, you can complete all the necessary actions on your simple invoice format for Purchasing and other crucial documents from any device with web connection.

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Kodi-Marie Evans
Director of NetSuite Operations at Xerox
airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.
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Enterprise Client Partner at Yelp
airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.
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Digital marketing management at Electrolux
This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.
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Learn how to simplify your task flow on the simple invoice format for Purchasing with airSlate SignNow.

Looking for a way to streamline your invoicing process? Look no further, and follow these simple guidelines to easily collaborate on the simple invoice format for Purchasing or request signatures on it with our intuitive platform:

  1. Set up an account starting a free trial and log in with your email credentials.
  2. Upload a file up to 10MB you need to sign electronically from your laptop or the web storage.
  3. Continue by opening your uploaded invoice in the editor.
  4. Perform all the required actions with the file using the tools from the toolbar.
  5. Press Save and Close to keep all the modifications made.
  6. Send or share your file for signing with all the needed recipients.

Looks like the simple invoice format for Purchasing workflow has just become easier! With airSlate SignNow’s intuitive platform, you can easily upload and send invoices for eSignatures. No more printing, manual signing, and scanning. Start our platform’s free trial and it enhances the whole process for you.

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Get accurate signatures exactly where you need them using signature fields.
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What active users are saying — simple invoice format for purchasing

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

airSlate SignNow makes all the difference in the world if you use Nintex Drawloop/Salesforce
5
Corinne C

What do you like best?

I'll admit, airSlate SignNow isn't perfect yet, but they have Docusign beat hands down when it comes to the control of the tag placement, the things you can do with the tags, how the tags work, the pricing per user (3x cheaper than Docusign and we get bulk upload!) and BEST OF ALL - we don't have to run our loan doc packages twice anymore, which we had to do under Docusign. Now we send the document through Drawloop, with delivery option of "email", AND at the same time, we can right click and save the package, and when we manually upload it to airSlate SignNow, it recognizes all of the tags! With Docusign we had to run the package twice: first to email it and second to send it through to Docusign because Docusign does not see the tags if it is first saved then uploaded. You have to use a template or manually place the signatures and we have 80 tags per set of loan docs! Another thing that airSlate SignNow can do is utilize tags that are already in the document, so you don't actually have to convert all of your Docusign tags to airSlate SignNow tags. Took us a while to figure that one out, but pretty nifty so we didn't have to recode all of our documents. Although now we use Drawloop Components to place the tags depending on the Delivery Option Name, so not necessary. Another AMAZING thing: bulk upload through a .csv file so we can send out a set of loan docs to hundreds of investors in under 10 seconds. Try doing that with Docusign without paying extra. There is one thing I really love about SaaS and that is the more features they have and the more advanced things they can do, the more I can take advantage of them and make our system even better. And I haven't even finished figuring out all of the advanced features of Sign Now!

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Finally a solution and a price point for small business.
5
Kirk L

What do you like best?

Obviously... the price. We'd looked at lots of competing products, but couldn't justify the price. Still our clients were asking for electronic document signing. We had to find something, and airSlate SignNow is great. The product is easy to use, both on our end, and for our clients.

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reliable software and is visually appealing and orgainzed to accomplish the tasks
5
Daniel B

What do you like best?

We are an insurance agency which handles large amounts of eSignatures, it's good to have a clear record of which documents are pending signatures. It's great to have a tool to easily remind clients to eSign.

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Simple invoice format for Purchasing

foreign today we're going to show you how to take an existing template modify it to your business needs and then save it as a template so that you can reuse it without redoing all of the particular things that are for your business so what you're going to do you're going to open numbers and you're going to go to your business templates and you're going to go to invoice and then hit create that's going to bring this up now we're going to start with this and let me just show you what this is going to end up looking like it's going to look like something like this and then we're going to save this as a template so that then you can bring that back in time and time again and reuse it without recreating it a couple of things that I want to tell you about this if you click on this you're going to see that these are text boxes here and here if you go into each one you can modify them you see how I'm highlighting that and then we're going to delete that out or you could keep it for the what I want to do I want to take it out and then you can resize it hold your mouse button down and move it anywhere you want now you notice the yellow lines they're going to show you when everything is in line with each other so that's what we want to do and you're going to want to keep the fonts around the same size and we'll just take this one and we're going to move it over to here you'll see again see the yellow line okay and then click on the table and you can do the same with the table and move it over so that everything is in alignment okay so what we're going to do we're going to come up here we're going to change the name we'll call it Franks Franks from world okay now I want this to be a little bit larger so I'm going to go over we're going to highlight it come over to text and it is bold um maybe we'll make it italicized whatever you want to do but I I do want the point size to be 18. likewise I'm going to come over to here invoice make it bold and make it 18 as well and you can come in here and change the phone number to whatever you'd like [Music] okay and like I said you can you can play with these or you want resize them and you gotta grab these little handlebars and slide it over now let's take a look at what I did over here all right so I just put my stuff in there so I came in here and I took those out now here I'm going to take change this to be because you're going to need a place or I would assume you're going to need a place for your customer name now here in the table itself you can we can move it up and if you're going to need more rows you just click on this drag it down and it'll add however many rows you want again this area down here is a text box so you can just slide it up and again you can align it with the body of the invoice or over to the left whichever you prefer and then this blue line here just take it drag it up like that all right so that's how you arrange the items to customize it based on your business then you can go about doing whatever it is you want to do in the spreadsheet itself so if you look at the one that I did we have a description quantity unit pricing cost so if you'll notice here this is a drop down so how did we create drop down so let's go back to this one over here I'll just come over here all right how do you create a drop down so you click in the cell you go over to format cell you see the data format says text so you click on this pop-up menu it defaults to item one item two item three over here you click on the plus sign and you add whatever it is you want so if you're putting in uh since it was a drum thing [Music] add another one uh [Music] [Music] okay now then if you come up to item one you you take that out take that out take that out now notice it says um pop-up menu start with first item I prefer to start with the blank all right so now what's going to happen is when you put your cursor in this a two you see this little down arrow you click on that and now you get your list and you can click on whatever you'd like all right quantity you just put in whatever it is now you're going to put in the unit price and you see It'll extend it out down here is your state tax here and then this will extend it out so here it's going to take your subtotal times the tax rate show you what the tax is and then add it here and pretty much that's you can add as many items as you like in the in the pop-up all right and then each time now once you you're gonna once you do it in the first one you hit copy uh highlight that area command V boom all right so now you're going to see [Music] there you go it copied it so if you started here with none and then copied that [Music] okay so then it'll show you none [Music] and that so that's how you get your drop down or if you wanted to change it from DW kit to a to a Gretch kit or whatever so there you go you have your drop down you have your formulas in this is simply your quantity times your unit price gives you the extended amount so let's take a look at the finished product you can put any um note that you want down the bottom notice I have a picture in the backdrop so how did we do that okay so how you're going to add a picture in there is you going to go up to Media and you're going to go to photos and you select any library that has photos in it um I believe in here so let's take this photo right there close our window we're going to size it size the photo and you can play with this and then you're going to want to see how I'm lining it up there and now we're going to size it again now I'm a little off to the right but that's okay because that's what I want to do all right now you see I'm going to make it a little bit try to make it a little bit bigger there you go maybe bring it down a little bit it's a little easier with a mouse than a track pad but okay so now the problem is now all of the numbers and everything are behind this picture so then what you do is over here you're going to go to a range and you're going to click on you see front is grayed out meaning that that picture is in the front of the invoice we're going to click on it to back and then you're going to go to image oh sorry Style and then opacity slide this over to the left and you see how it lightens up and you can make it as wherever you wherever you feel it fits best now if if you're printing your invoices you are going to want unless you have you want to use a lot of color ink um you're going to want to print these as black and white that way it'll be just be Shades of Gray and so that's how you would create a watermark or you could if you have a logo for let's say Frank strum World instead of a picture like this I could have had that on there so anything if you have a business card that has a logo on it take a picture of your business card crop it so that it's just a logo without any of the verbiage and then use that as your watermark for your invoice the only other thing you're going to want to do is you're when you go to print this you you're going to want to make sure that it fits on one page if it moves over to other Pages you're going to want to adjust your page margins so that it's on just one page all right all right so we have our our template done how you say this as a template when you're on your Mac you go file save as template and click on it and add to template chooser it's going to give it a name say Untitled so you can label it um whatever you want to call it invoice one okay now once you do that [Music] it will be available for you under my templates all right so that you can recall that time and time again and you don't have to change any of the headings any of that any of the formulas it's going to be all set for you and then you can just print them off for your customers or you can print it as a PDF and email it to your customer now if you're doing this on an iPad when you open your iPad you're going to see the name of the invoice or whatever the template is is going to be up here you're going to click on this down arrow export numbers template so you can even create it on your iPad or your iPhone and this is where you would save it you're going to do a set of the IOS app does not have a save as template it has export and then from export numbers template and this is the same place if you wanted to send it as a PDF you would say save it as a PDF all right I hope this was helpful everybody and um talk to you next time I would like to take this opportunity to thank you for viewing our content don't forget to click the like button and subscribe so you can see all our training videos as well as links to download our podcast

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