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Smartsheet is a spreadsheet-inspired work management tool with robust collaboration and communication features. Its Google Docs integration and pre-built invoice tracking templates make it even easier to manage customer information, create, send and track multiple invoices at once, and quickly organize the details.
If you are shipping products, including a packing slip with the shipment provides clear communication to your customers. Indicate what items are included as well as any items that were ordered but not shipped. Not only does a packing slip inform customers, it can also help reduce mistakes before shipping. This is intended as an addition to a sales invoice.
Furthermore, some invoice template comes with a table for outlining line item number, description of work provided, hours, rate, amount, subtotal, tax, and total due. Marketing banner on the bottom of the page can be used to advertise products and services
A job invoice is intended to provide an estimate to clients for how much a project will cost based on parts, labor, and other expenses. A job invoice is not the same as an official quote or contract. If you are a construction contractor or other service provider, you may need to offer clients an initial estimate to give them an idea of the scope of the project. While this is not an official quote, it is good to be realistic about potential costs so that clients understand what they are getting into. Consider providing more than one estimate - one based on the likely cost and another that includes costs for complications that could arise.
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