Impress clients with a billing invoice designed to look simple and professional. This is a great option for small businesses looking for a template that is easy to customize while maintaining a professional appearance. Columns allow you to include a service description, quantity or hours and pay rate. If you need to include sales tax, simply adjust the tax field to meet specific state requirements.
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.
A pro forma invoice describes the value of a transaction prior to its completion. The term pro forma refers to a planned business transaction. Pro forma invoices are commonly used when two companies are just starting to do business together and for international trade. The invoice describes the terms of a deal and can sometimes be used to expedite the customs and shipping processes.
And, with Smartsheets powerful collaboration features like comments, reminders, and attachments, you can store all invoice documentation in one place for everyone to view, access, and make changes in real time.
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