It is relatively easy to design a simple sales invoice template. Most templates have information on the invoice that includes a dollar amount, date and time of the transaction and contact information. There are also additional fields for the customers to add their comments about the product or service. To make your template, all you need to do is import the fields from your invoice into the template.
The first step in designing your template is to get the field types you need. Most people who are involved in the designing of invoice templates tend to use Excel and select the text boxes and drop-down lists. For the fields that are not included in the invoice, you can come up with your own. It is always a good idea to make a note about the fields that you are going to use later. If you are not sure, it is always wise to leave it out.
You should also look at the formatting of the fields in the invoice so that you know what to do when you are designing your template. It is easy to design a standard invoice with a single number for the dollar amount. The list of the date and time of the transaction is common in most sales invoices. When you go back to your invoice to customize it, you should first change the date and time. You should also include the name of the person who will receive the payment.
The last step is to add a description of the invoice. This text should be in bold font and underlined so that the customer can easily see it. You can add more information to the description to personalize it if you want. You should also keep in mind that this information should be consistent throughout the invoice.
The next step is to add the field that allows the customer to add a comment on the product or service. This field should be in an area that is easy to read. This field can be used to indicate the reason why the customer is not satisfied with the purchase or the quality of the product. If the information is valid, it will be shown as part of the comment section of the invoice.
Add several fields to your invoice so that you will be able to add the different fields to the invoice. Most people choose to add fields for the month, the date of the sale and the type of product that was purchased. You can also insert the sales tax on your invoice. This can be done by including the price in the notes section of the invoice.
You should also ask the customers to enter their name in the notes section of the invoice. This is important because the information should be identified to the customer. You should also make sure that the details of the customer are included in the text box. Most people like to add a photo to their invoice to make them feel more comfortable with the purchase.
Creating a simple sales invoice template is not difficult if you follow the steps above. The next thing that you need to do is to upload the invoice to your computer. Once the document is ready, you can easily design a simple sales invoice template by adding the fields that you want to use and changing the template.