Invoices & keeping good records

[studiot]

There was a request, a while back, to post an invoice sheet for discussion.

So here is a real recent invoice.

I use Wordperfect so have converted this as well as I can to Word so it is not as pretty as the original. Some private data has been suppressed.

Note the details collected on the customer, and the PC. Always very useful.

This customer was a private owner so the job record and invoice are combined.
He has yet to pay, paid invoices are marked 'paid with thanks'.
Account customers simply sign the job sheet, which are collected together at the end of each month for a combined monthly invoice. Usually the person signing the jobsheet is not from the company accounts dept, but from the department concerned with the repair. The monthly invoice goes to the accounts of course.

Labour and materials are detailed separately on jobsheets.

The basic box template is quite flexible and can be tailored to provide a jobsheet/statement_of_account/invoice etc.

[studiot]

And I thought folks here were burning to discuss invoicing.

[cmonova]

I never saw anything about a discussion but I looked at the invoice etc...Not sure about it I didn't see any "disclaimer" , "warranty" etc on it. Is there something that goes on the back also?

[studiot]

Yes I have 'Terms & Conditions'

However these have no legal force on an invoice which is after the event. That is if they are not drawn to the attention of the customer at the time (or before) the contract is made.

There was a request, a while back, to post an invoice sheet for discussion.

I was really just starting the ball rolling as no one else seemed brave enough.

[cmonova]

Well if you had something on there such as

Notice to Consumer:
I acknowledge receipt of work to be performed, goods and or services described above. I agree to pay the amount .....yada yada yada

and they signed it prior to work then I think it would be worthwhile and would have a legal force.

I really don't think it's "nobody was brave enough"...like I said I don't even remember the post, but maybe you jogged some memories and others will pitch in.