Save the completed invoice in the desired format, such as PDF, Word document, or Excel file. Pay close attention to the invoice number, amounts, and client details. State additional information, such as project details or specific terms and conditions, and include them in a designated section on the invoice.ĭouble-check all the information you’ve entered to ensure accuracy. State additional charges, such as shipping fees or discounts, include them in separate rows, and adjust the totals accordingly. Include Additional Charges or Discounts (if applicable):.Use formulas or functions (if using spreadsheet software) to automatically calculate the total amount before taxes, any applicable taxes, and the final amount due. Subtotal: Automatically calculate the subtotal for each line item (Quantity * Unit Price).Īdd each product or service as a separate row in the table.Unit Price: The cost per unit or the agreed-upon rate for the service.
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