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Design a Billing Statement
Presented by: Invoicera
● Creating a professional billing statement for your firm is the most important
part of doing business. Your billing statement should have a professional look,
and it should be easy 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.
Introduction
● Download an invoice template from Invoicera or another 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 makes it easier and swifter to integrate the data with your small
business accounting and tax software.
Step 1
● Inscribe the name of your firm in place of the pseudo name on the invoice
template. Sue the formatting tools to customize it.
● Type the operating address of your business on the following lines, making
sure the text is clear and legible enough for customers to read easily.
Step 2
● 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.
Step 3
● Create a section 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.
Step 4
● Don’t forget to double 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.
Step 5

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Design a billing statement

  • 1. Design a Billing Statement Presented by: Invoicera
  • 2. ● Creating a professional billing statement for your firm is the most important part of doing business. Your billing statement should have a professional look, and it should be easy 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. Introduction
  • 3. ● Download an invoice template from Invoicera or another 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 makes it easier and swifter to integrate the data with your small business accounting and tax software. Step 1
  • 4. ● Inscribe the name of your firm in place of the pseudo name on the invoice template. Sue the formatting tools to customize it. ● Type the operating address of your business on the following lines, making sure the text is clear and legible enough for customers to read easily. Step 2
  • 5. ● 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. Step 3
  • 6. ● Create a section 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. Step 4
  • 7. ● Don’t forget to double 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. Step 5