Create a Simple Invoice Format in Excel for Facilities Effortlessly

Simple invoice format in excel for Facilities

hello my name is Randall Hart with fast easy accounting I am the construction accountant and here today to describe and give you a quick overview on how to use our free invoice form from fasces accounting it's really quite simple it's built on itself and I have it running from my Excel 97 to 2003 so it works all all versions of Excel 97 Ford what happens is you'll take the form and Sears has your business name all you do is click there and put your business name for example I like Rock Creek construction and those of you use QuickBooks will recognize that as their standard sample file then you might want to put your tagline your tagline could be fast easy construction or whatever your tagline is that makes you unique then you put your street address it can be this is an electric construction is 1 2 3 4 Main Street and it's located in Lynnwood Washington nine eight oh three six which just happens to be our city at or higher city were located at this is not a real address by the way the phone number can be two zero six five five five one two one two and you're ready to rock and roll at that point you actually could save it and created your own template it's totally up to you now I've said so the date always defaults to today what you can do very easily is you can set your own date so let's say you did it today but it actually it's be used on October the 15th of 2012 just put a date u12 in there the PIO is that some companies actually use a purchase order number when you're buying products and services from you if they do you'll put their pio number in go it in one two three four all the stuff is is designed if you want to use it you don't have to now the bill two could go to the person you're working for in this case it's a fella by name of Bob along and Bob is located at four five six seven Elm Street Seattle Washington I need 199 and Seattle about Tim is south of Lynwood so so the billions gonna go to and actually in this particular case we discovered that the the true location of the project is this is going to be for the Johnson breast grond and a DOS restaurant which he's responsible for is located at two five eight nine Maron Avenue and it's in Everett Washington 9800 to six pan the manager of the restaurant is John don't so now what happens down here description you'll put your item description your scope of work in this case here we're gonna say patch hole and drywall and there's one hole and you're gonna charge three and fifty dollars for it now you'll notice that tax rate is nine point five zero if you charge sales tax put in the correct tax rate so I D false nine point five which is real common but you may only charge eight point two whatever percentage you charge you can charge 10% tax and let calculate the tax automatically solve from there we had patch all in drywall and we had some labor and we had five hours of labor at forty five dollars an hour they don't make it calculates we had some additional material on this project we had two pieces of material at fifty dollars each and it just continues on and it keeps subtitling and taxiing so very simple how it works and if Assad reason if you happen to need more room than you have here all you would do is well here select like that right-click copy right-click again insert copied cells and it'll just make it as long as you want you can just keep going further and further and further then all it happens is you put the amounts in the pen continues to calculate a subtotal description quantity rate and amount and when you're all done your print and once your print you can simply do this or you can make into a template it's totally your call it's real simple to work with and we do have good using occasionally this is a totally a free invoice and if we can be of any service please give us a call we can very easily convert this into us call a template format you don't have to take this stuff out each time and actually put your name in up here permanently it's a free service doesn't cost you a dime just give me a call at two zero six three six one three ninety five zero or you can send us an email to info at fast easy accounting comm thank you very much Altice has been serviced bye for now