- #Sample invoice template how to#
- #Sample invoice template update#
- #Sample invoice template download#
The more information you put on your invoices, the better. Invoices need very specific information to make sure they're a valid legal document. Invoices can help you understand your tax obligations and manage your GST credits.īy storing and organising your invoices – both the ones you send to customers and any that you get from suppliers – you'll get a clearer idea of how much GST you need to pay and if you qualify for any GST credits. Including your time on invoices also helps to set expectations with your customers so that they know how time factors into the cost and what to expect in the future. By including how long it takes to source, build or provide your products and services on your invoices, you can keep a track of what you spend your time doing – and then set your prices to reflect that. Invoices can help you track your time and set your prices. They can also flag financial challenges and help you prepare for them, like when sales drop or when customers aren't paying on time. Invoices can show you patterns in your sales so you can see when people are buying certain products, and what products are selling best. They also help manage your cash flow, track your time and understand your tax. Invoice Delivery settings need to be configured in order to define how an invoice is delivered and what invoice template is used.Invoices are more than just a way for your customers to pay you. The invoice summary page will appear as below after billing of account. Upload the Microsoft Word invoice template document by clicking on Upload button and selecting the Word document you createdĬlick Save to save the invoice template configuration Save your invoice in a way you’ll be able to find and recognize it - try Clients Name - Invoice number. Repeat the steps above to add additional variables on the Word document Upload the Invoice Template to LogiSense BillingĬlick the button to add new Invoice templateįill out the template details (sample configuration settings shown below) Calculate subtotals, totals and tax easily using your smart Excel invoice template. The token will be added in the document as shown below:Ĥ. Next paste the variable in the Field name field shown under the Field properties section On the left select MergeField from the Field names: list Right-click within the curly braces and the following options will appearĬlick on Edit Field… and the Field window will load A set of curly braces will appear as shown in the image below
#Sample invoice template how to#
The sample here shows how to add a variable to display the billing contact’s name after the ‘ATTN’ text.Ĭlick after the ATTN: text on the Word document and press CTRL+F9.
#Sample invoice template update#
Update the values for the mail merge fields with token values (steps included after template sample below) logo, company address, basic invoice information like “Invoice Number” etc.Īdd headings, support contact, billing contact information, charges summary, total amount etc.Īdd company head office address in footer Create the Invoice Layout in WordĪdd information in the header e.g. You can now reference the csv file to look up variables that correspond to the data you want to display on your invoice template.
#Sample invoice template download#
To download the complete list of variables click the Download CSV button On the Variables modal that loads the variables that can be used in templates will be listed. On the Templates screen select the included system default Sample Invoice template on the left and then in the Edit Template panel on the right click the Field Tagger button to load the list of available variables Log into the LogiSense Billing applicationĬlick on the Setup menu, Extensibility and then Templates Sample Configuration Download Invoice Template Variables in LogiSense Billing Microsoft Word is required for invoice layout design If you wish to proceed to configure billing settings, products and accounts you can do so and return to configure an invoice template at a later time. LogiSense billing comes with a stock invoice template, therefore you do no need to create an invoice template in order to configure the base system settings needed to get you up and running.
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