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Download sample invoice form in PDF format.
How to Draft a Sample Billing Invoice?
There are many uses of a sample billing invoice. It is a business invoice used to set terms and conditions between buyers and sellers to record sales. It is an essential business document presented to the client or customer in order to record the sales of goods and services to them.
On the contrary, a client or the customer also maintains a “customer copy” as a record of their purchases. Usually, businesses are more particular about maintaining such records rather than individuals. This is a common management practice for the businesses because it ensures workable sales return for damaged or incomplete set of goods.
A sample billing invoice also identifies the amount of dues and the amounts paid by a client or customer. Usually, it is dispatched along with the delivery of goods. Alternatively, it can also be sent upon the successful completion of any services rendered. You can also mail it separately after the goods have been dispatched to the client.
To format a sample billing invoice, you should divide it into three parts, the Header, Body and the Footer. Invoice header should include the letterhead, stating the business name, telephone, address, web address, email and other contact information. Some countries also require you to mention the business registration number as well.
The words “Bill” or “Invoice” should be clearly mentioned on the top of the bill. If your business is registered with the taxation authorities, then you might have to mention “Tax Invoice” as the heading. You can confirm this with the local tax authorities.
You should also include an invoice number which is a serial number for the invoices. You should assign an exclusive number to each invoice issued which clearly means that never should two invoices show the same number.
Allocate space to mention date and the mode and terms of payment, for example via cash, “COD”, 30 days etc. It should also include a short space for customer’s name and address.
The invoice body should include a detailed description of all the goods including unit of measure, quantity, price per unit and a sum of individual goods.
The footer should include total sum of all individual goods along with the amount of tax and the total sum after tax, if applicable. Mention the payment instructions very clearly in simple terms. Explain how to make the check payments. If you want to receive payments through wire transfer, then you must mention your bank account details as well.
You can also include any other instructions in the sample billing invoice that you would like customers to follow such as the delivery instructions, overdue payment policy, sales returns policy etc.