How to design a billing statement from your business

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How to Design a Billing Statement
From Your Business
Presented By: Invoicera

2. Introduction
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● Creating a professional billing statement for your firm is part
and parcel of doing business.
● The billing statement you create should bear a professional
look, and it should be understandable for the customer to
read and navigate.
● You can start with any number of free invoice templates,
but it is also important to customize your billing statement
and make it your own.

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Step 1
● Download an invoice template from a credible source.
● Using a template can save you a lot of time and help you get the
professional look your business needs.
● Basing your billing statement on a popular spreadsheet program
like Invoicera
● Excel makes it easier to integrate the data with your small
business accounting and tax software.

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Step 2
● Type the name of your business in place of the generic name on
the invoice template.
● Use the formatting tools within your software package to change
the appearance of the text as you like.
● Type the mailing address of the business on the following lines,
making sure the text is large enough for customers to read
easily.

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Step 3
● Leave the name and address of the company you are billing
blank for now.
● You can fill that information out when you create the actual
invoices -- and even automate the process with a mail merge --
but on the template those fields should be blank.

6. Step 4
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● Create a spot to list the purchase-order or work-order number.
● The template you downloaded should already have this field in
place.
● If not, you can add it in any place that is easily visible to the
customer.

7. Step 5
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● Check the formula that calculates the total of each line item
based on the numbers you input.
● The template you downloaded should contain a formula that
multiplies the number of units times the price per unit to get the
total cost.
● The template should also contain a formula that totals all of the
lines and provides a net price to the customer.

8. About Invoicera
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Invoicera is an online invoicing application that was founded with the
mission of simplifying business communication. Our goal is simple -
simplify the process of account receivable/management by facilitating
a platform that lets suppliers and vendors interact with each other with
ease, without the need of a phone call or an email.
Today, Invoicera is one of the most powerful cloud-based invoicing
application with unparalleled features for various customer types,
flexibility, scalability and flexible licensing powering more than 2M+
users and over 25 Enterprises generating more than 200M+ invoices
each year.
Click Here to Contact Us.