By Doris RufOn Apr 14, 2019 Free Templates
In the original article that I wrote about invoices, I stated that I just stick with a Word document. If I have time, I will change it to PDF, but that does not always happen. Another common practice that I have seen is using an Excel spreadsheet to generate the invoice. But one important consideration that I did not mention back then is the plethora of accounting software out there. Due to affordable small business-targeted options such as Freshbooks or Quickbooks, you may never have to generate an invoice yourself anyway.
Invoice: There are multiple ways to assign invoice numbers. If you are using an Excel sheet to track payments, you may find that the simplest is chronological – use the next number in the numerical series. But that may not be intuitive invoicing system as your Excel invoice tracker gets longer, plus, chronological numbers can quickly become a mouthful.
Invoice templates are managed in Tools, Settings, Invoice templates. Default templates or inheritance for templates can be set for business units, accounts and cases. If needed, invoice template can be changed on individual invoice also. Admin user can also create invoice template directly from an invoice.
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