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Templates


Easy Invoice Templates Samples

In Easy Invoice DIY, we provide invoice templates that can meet any business needs, the following is an illustration of some of the build-in invoice templates, they come with the system which you can use straight away, further than that, the Easy Invoice Template Designer allows you to customize them anyway you need and create unlimited new ones.

Template Service Invoice With Tax Rate
Template Service Invoice With Tax Rate

Template Service Invoice With Tax Rate (PDF)

Template Service Invoice With Hourly Rate

Template Service Invoice With Hourly RateTemplate Service Invoice With Hourly Rate (PDF)Template Sales Invoice With Tax

Template Sales Invoice With Line Discount

Template Sales Invoice With Line Discount

Template Sales Invoice With Description Only

Template Sales Invoice With Description Only

Template Quotation With Tax

Template Quotation With Tax

Template_Proforma_Invoice_With_Tax

Template_Proforma_Invoice_With_Tax

Easy Invoice Templates Features

This Invoice software comes with a range of invoice templates, quotation templates, credit note templates, delivery note templates and official receipts templates with or without company logo.

Once setup, your business logo, business information like business name, business address, business phone, fax and email will be display professionally in invoice template, quotation template and others templates.

The template designer is a very easy to use flexible tool for the user to edit the invoice template according to their business needs. This template designer supports:

Paper Size

This software supports any standard paper size, ie. Default, Letter, LetterSmall, Tabloid, Ledger, Legal, Statement, Executive, A3, A4, A4Small, A5, B4, B5, Folio, Quarto, qr10X14, qr11X17, Note, Env9, Env10, Env11, Env12, Env14, CSheet, DSheet, ESheet.

Further to that, this software also supports any self-defined Custom paper size, you simply specify the length and width of the paper in pixels.

Paper Orientation

Any page orientation, ie Landscape and Portrait.

Printing Fonts

Any font type and size that your computer has installed.

Background Settings

Any company logo, labels, pictures, boxes, lines, shades, grids, borders, columns, headers,background colors, basically any drawing that you can do with a graphic software (like Microsoft Paint, Adobe Photoshop etc.).

Data Fields

Any standard data fields plus all self-created UDF fields, with settings like Alignment (Left/Right justified), Formatting (for numeric and date type fields), Wrapping (for large data text displays) etc.

Fields can be easily dragged to position and re-size.

Here is a screen shot of the template designer:

Easy Invoice Screen - Invoice Template Designer

Screen_Template_Designer

About Invoice Templates

If you are in a business and using a limited company as your payment structure you will need to raise invoices for the services you provide or the products that you sell. For those of you who are new to business documents, the following content explains how to prepare an invoice in general concepts, basically an invoice should contain the following elements:

Company details:

The following should be included:

  • Company name
  • Company address
  • Company telephone number and email address.
  • Company number
  • TAX registration number (if TAX registered)

Invoice number:

Each of your invoices should have a unique invoice number. Although is called a number it can include letters. A common method is to prefix invoices with letters that indicate the client.

For example: If you provided services for IBM and the BBC, for IBM you could use IBM001 and IBM002, etc. For the BBC you could use BBC001 and BBC002.

Using three placements for the numbers will ensure they sort in date order.

Dates:

You should include the following dates:

  • Date: the date the invoice was raised.
  • Due date: the date by which payment should be made. Normally 30 days after the invoice date.

Client details:

The name of the customer, or client that this invoice is issued to.

Fees:

This section requires the following:

  • A description of the services provided
  • The gross amount due.
  • The TAX amount, if you are TAX registered.
  • The total amount due.

Payment terms:

Specify how you would like to receive the money. For example:

Payment should be made within 30 days by cheque or money transfer.
Cheques should be made payable to ‘My Company Name Ltd’.
Money transfers should be sent to:
The City Bank
Sort: 00001-00001-000001
Acc#: 012345678012345678
Reference: Use invoice number

Most customers and clients do not pay via cheque and choose money transfer. Cheques can be inconvenient. If you wish to only be paid by money transfer then use the following:

Payment should be made within 30 days by money transfer only to the following account:
The City Bank
Sort: 000001-000001-000001
Acc#: 012345678012345678
Reference: Use invoice number

Email the invoice, or post it?


Your customer or client will specify how they would like to receive the invoice. Some require will request a paper copy.

If you are permitted to submit your invoice via email then it is useful to convert the invoice into PDF format so that it cannot be altered. There is a free PDF creator which you can download from the internet which creates a PDF file that can then be emailed to the client.

P.S. If you are using Easy Invoice system, the system can automatically generate PDF format invoice and email to customers as attachments.


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