Creating a professional 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