Insert Field Settings to the Service Invoice

Aug 6th, 2022
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How to Insert Field Settings to the Service Invoice

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hello there good afternoon everyone and a very warm welcome to todays webinar my name is Jackie and today were going to be looking at how to produce service invoices and some of the relevant settings around service invoicing as well so todays session shouldnt be as long as other sessions it may just take us around half an hour for todays content and on hand we have Michael whos available to answer any questions so if you do have any questions throughout todays session please do make sure that you get those sent across to the team today and well get those answered for you now before we begin as normal well just do some housekeeping to begin with just in case this is your first time joining us on a webinar so we are using go to webinar which means that you will be placed on mute as one of our delegates so if you do see that your microphone is in red with the line through it please dont be alarmed it does just mean that you wont be able to speak to us directly verbally any ques

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Service invoices include information such as the name of the service provider, the name of the client, the date of service, a description of the services provided, the amount charged for the services, and any applicable taxes or fees.
What should be included in an invoice? 1. Invoice A unique invoice number. Your company name and address. The company name and address of the customer. A description of the goods/services. The date of supply. The date of the invoice. The amount of the individual goods or services to be paid.
Standard Fields in Invoices Field NameDescriptionExcise DutySpecify the excise duty for the shipmentInvoice DateSpecify the date on which the invoice is created.Due DateSpecify the invoice due date as per your payment terms.Sales CommissionSpecify the commission to the sales person upon closing the deal.20 more rows
What to include on an invoice. The name and contact information of the vendor and customer. An invoice number for payment tracking. The date of the transaction and date of invoice. The payment due date. A list of sold products or services with prices. Any pre-payments or discounts.
Heres what to include on an invoice: Your name or company name. Your contact information. Your customers company name and address. The date the goods or services were provided. The date of the invoice. A breakdown of costs that show prices, hours, or quantities of the goods and services delivered. A subtotal of net costs.
Learn how to write an invoice: Start with a professional layout. Include company and customer information. Add a unique invoice number, an issue date, and a due date. Write each line item with a description of services. Add up line items for total money owed. Include your payment terms and options. Add a personal note.

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